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Rational Advisors’s Broadridge BR Stock Holding History

Rational 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 		$6.3K Buy
46
+7
+18% +$1.06K ﹤0.01% 190
2026
Q1 		$6.34K Hold
39
– – ﹤0.01% 174
2025
Q4 		$8.7K Buy
39
+2
+5% +$456 ﹤0.01% 177
2025
Q3 		$8.81K Buy
37
+1
+3% +$249 ﹤0.01% 182
2025
Q2 		$8.75K Buy
+36
New +$8.56K ﹤0.01% 182
2020
Q4 		– Sell
-185
Closed -$25K – 255
2020
Q3 		$25K Sell
185
-4,336
-96% -$580K 0.01% 216
2020
Q2 		$571K Buy
+4,521
New +$524K 0.3% 107
2019
Q2 		– Sell
-22,835
Closed -$2.37M – 560
2019
Q1 		$2.37M Buy
+22,835
New +$2.29M 0.64% 51
2017
Q1 		– Sell
-3,900
Closed -$259K – 249
2016
Q4 		$259K Buy
+3,900
New +$254K 0.25% 109

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

Rational Advisors's BR Position: Q2 2026 in Review

Rational Advisors increased its Broadridge (BR) stake by 18% in Q2 2026, buying an estimated $1.06K and bringing the position to 46 shares worth $6.3K. The position accounts for ﹤0.01% of the portfolio, ranked #190.

Rational Advisors first reported a position in BR in Q4 2016 and has held it in 9 quarters since. The position peaked at $2.37M in Q1 2019. 1,013 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Rational Advisors held 46 shares of Broadridge worth $6.3K as of Q2 2026.
  • Rational Advisors bought 7 Broadridge shares in Q2 2026, an estimated $1.06K.
  • Broadridge made up ﹤0.01% of Rational Advisors's portfolio in Q2 2026, its #190 holding.
  • Rational Advisors first reported a position in Broadridge in Q4 2016 and has held it in 9 quarters since.
  • Rational Advisors's Broadridge position peaked at $2.37M in Q1 2019.
  • 1,013 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Rational Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.