Prosperity Advisers’s Broadridge BR Stock Holding History

Prosperity Advisers’s Portfolio BR Stock Details BR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$237K	Hold	1,718	–	–	0.17%	40
2026 Q1	$281K	Hold	1,718	–	–	0.23%	32
2025 Q4	$385K	Buy	+1,718	New	+$392K	0.32%	24

Other funds holding BR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Prosperity Advisers's BR Position: Q2 2026 in Review

Prosperity Advisers held its Broadridge (BR) position steady in Q2 2026 at 1,718 shares worth $237K. The position accounts for 0.17% of the portfolio, ranked #40.

Prosperity Advisers first reported a position in BR in Q4 2025 and has held it in 3 quarters since. The position peaked at $385K in Q4 2025. 1,008 funds tracked by Wall St. Rank hold BR as of Q2 2026.

Prosperity Advisers held 1,718 shares of Broadridge worth $237K as of Q2 2026.
Prosperity Advisers left its Broadridge share count unchanged in Q2 2026.
Broadridge made up 0.17% of Prosperity Advisers's portfolio in Q2 2026, its #40 holding.
Prosperity Advisers first reported a position in Broadridge in Q4 2025 and has held it in 3 quarters since.
Prosperity Advisers's Broadridge position peaked at $385K in Q4 2025.
1,008 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Prosperity Advisers's 13F filing for Q2 2026, filed 29 Jul 2026.