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REAP Financial Group’s Broadridge BR Stock Holding History

REAP Financial 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 		$36.7K Buy
268
+3
+1% +$453 0.01% 330
2026
Q1 		$43.1K Buy
265
+62
+31% +$11.8K 0.01% 304
2025
Q4 		$45.2K Buy
203
+29
+17% +$6.61K 0.01% 309
2025
Q3 		$41.5K Buy
174
+26
+18% +$6.47K 0.01% 293
2025
Q2 		$36K Buy
148
+55
+59% +$13.1K 0.01% 299
2025
Q1 		$22.6K Buy
93
+32
+52% +$7.53K 0.01% 294
2024
Q4 		$13.8K Buy
+61
New +$13.7K ﹤0.01% 330

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

REAP Financial Group's BR Position: Q2 2026 in Review

REAP Financial Group increased its Broadridge (BR) stake by 1.1% in Q2 2026, buying an estimated $453 and bringing the position to 268 shares worth $36.7K. The position accounts for 0.01% of the portfolio, ranked #330.

REAP Financial Group first reported a position in BR in Q4 2024 and has held it in 7 quarters since. The position peaked at $45.2K in Q4 2025. 1,013 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • REAP Financial Group held 268 shares of Broadridge worth $36.7K as of Q2 2026.
  • REAP Financial Group bought 3 Broadridge shares in Q2 2026, an estimated $453.
  • Broadridge made up 0.01% of REAP Financial Group's portfolio in Q2 2026, its #330 holding.
  • REAP Financial Group first reported a position in Broadridge in Q4 2024 and has held it in 7 quarters since.
  • REAP Financial Group's Broadridge position peaked at $45.2K in Q4 2025.
  • 1,013 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on REAP Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.