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Prosperity Consulting Group’s Broadridge BR Stock Holding History

Prosperity Consulting Group’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 		$267K Buy
+1,947
New +$294K 0.01% 514
2026
Q1 		– Sell
-920
Closed -$205K – 528
2025
Q4 		$205K Buy
920
+66
+8% +$15.1K 0.01% 494
2025
Q3 		$203K Sell
854
-40
-4% -$9.96K 0.01% 481
2025
Q2 		$217K Buy
894
+31
+4% +$7.37K 0.02% 428
2025
Q1 		$209K Buy
+863
New +$203K 0.02% 443

Other funds holding BR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM

Prosperity Consulting Group's BR Position: Q2 2026 in Review

Prosperity Consulting Group opened a new position in Broadridge (BR) in Q2 2026: 1,947 shares worth $267K. The stake represents 0.01% of the portfolio and ranks #514 among its holdings. This is a return to the name: Prosperity Consulting Group previously reported a position in BR as recently as Q4 2025.

Prosperity Consulting Group first reported a position in BR in Q1 2025 and has held it in 5 quarters since. 1,017 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Prosperity Consulting Group held 1,947 shares of Broadridge worth $267K as of Q2 2026.
  • Broadridge was a new Prosperity Consulting Group position in Q2 2026.
  • Broadridge made up 0.01% of Prosperity Consulting Group's portfolio in Q2 2026, its #514 holding.
  • Prosperity Consulting Group first reported a position in Broadridge in Q1 2025 and has held it in 5 quarters since.
  • 1,017 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Prosperity Consulting Group's 13F filing for Q2 2026, filed 13 Aug 2026.