SWA
BR icon

Sax Wealth Advisors’s Broadridge BR Stock Holding History

Sax Wealth 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 		$235K Buy
+1,445
New +$218K 0.01% 499

Other funds holding BR

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $965M AUM 10.64% 1-Year Est. Return
MCM
McRae Capital Management Morristown, New Jersey $508M AUM 14.21% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Sax Wealth Advisors's BR Position: Q2 2026 in Review

Sax Wealth Advisors opened a new position in Broadridge (BR) in Q2 2026: 1,445 shares worth $235K. The stake represents 0.01% of the portfolio and ranks #499 among its holdings.

174 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Sax Wealth Advisors held 1,445 shares of Broadridge worth $235K as of Q2 2026.
  • Broadridge was a new Sax Wealth Advisors position in Q2 2026.
  • Broadridge made up 0.01% of Sax Wealth Advisors's portfolio in Q2 2026, its #499 holding.
  • 174 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.