Pure Financial Advisors’s Broadridge BR Stock Holding History

Pure Financial Advisors’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	–	Sell	-2,019	Closed	-$328K	–	641
2026 Q1	$328K	Buy	2,019 +1,097	+119%	+$208K	﹤0.01%	438
2025 Q4	$206K	Buy	+922	New	+$210K	﹤0.01%	513

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

Pure Financial Advisors's BR Position: Q2 2026 in Review

Pure Financial Advisors sold out of Broadridge (BR) in Q2 2026, closing a stake of 2,019 shares — an estimated $328K sold.

Pure Financial Advisors first reported a position in BR in Q4 2025 and held it in 2 quarters. The position peaked at $328K in Q1 2026. 1,011 funds tracked by Wall St. Rank hold BR as of Q2 2026.

Pure Financial Advisors reported no remaining Broadridge position as of Q2 2026 after selling out during the quarter.
Pure Financial Advisors sold 2,019 Broadridge shares in Q2 2026, an estimated $328K.
Pure Financial Advisors first reported a position in Broadridge in Q4 2025 and held it in 2 quarters.
Pure Financial Advisors's Broadridge position peaked at $328K in Q1 2026.
1,011 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Pure Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.