Savvy Advisors Inc’s Broadridge BR Stock Holding History

Savvy Advisors Inc’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	-1,715	Closed	-$279K	–	1271
2026 Q1	$279K	Sell	1,715 -909	-35%	-$173K	0.01%	908
2025 Q4	$586K	Buy	+2,624	New	+$598K	0.02%	519

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 $3.38T AUM 44.17% 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

Savvy Advisors Inc's BR Position: Q2 2026 in Review

Savvy Advisors Inc sold out of Broadridge (BR) in Q2 2026, closing a stake of 1,715 shares — an estimated $279K sold.

Savvy Advisors Inc first reported a position in BR in Q4 2025 and held it in 2 quarters. The position peaked at $586K in Q4 2025. 1,021 funds tracked by Wall St. Rank hold BR as of Q2 2026.

Savvy Advisors Inc reported no remaining Broadridge position as of Q2 2026 after selling out during the quarter.
Savvy Advisors Inc sold 1,715 Broadridge shares in Q2 2026, an estimated $279K.
Savvy Advisors Inc first reported a position in Broadridge in Q4 2025 and held it in 2 quarters.
Savvy Advisors Inc's Broadridge position peaked at $586K in Q4 2025.
1,021 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.