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Root Financial Partners’s Broadridge BR Stock Holding History

Root Financial Partners’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
-231
Closed -$37.5K – 795
2026
Q1 		$37.5K Sell
231
-26
-10% -$4.94K ﹤0.01% 1005
2025
Q4 		$57.3K Buy
257
+18
+8% +$4.11K ﹤0.01% 656
2025
Q3 		$57K Buy
+239
New +$59.5K ﹤0.01% 624

Other funds holding BR

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Root Financial Partners's BR Position: Q2 2026 in Review

Root Financial Partners sold out of Broadridge (BR) in Q2 2026, closing a stake of 231 shares — an estimated $37.5K sold.

Root Financial Partners first reported a position in BR in Q3 2025 and held it in 3 quarters. The position peaked at $57.3K in Q4 2025. 328 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Root Financial Partners reported no remaining Broadridge position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 231 Broadridge shares in Q2 2026, an estimated $37.5K.
  • Root Financial Partners first reported a position in Broadridge in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Broadridge position peaked at $57.3K in Q4 2025.
  • 328 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.