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Shore Point Advisors’s Broadridge BR Stock Holding History

Shore Point 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 		$206K Hold
1,504
– – 0.07% 76
2026
Q1 		$244K Hold
1,504
– – 0.1% 71
2025
Q4 		$336K Hold
1,504
– – 0.14% 56
2025
Q3 		$358K Hold
1,504
– – 0.16% 56
2025
Q2 		$366K Hold
1,504
– – 0.18% 55
2025
Q1 		$365K Hold
1,504
– – 0.19% 50
2024
Q4 		$340K Hold
1,504
– – 0.18% 50
2024
Q3 		$323K Hold
1,504
– – 0.17% 49
2024
Q2 		$296K Hold
1,504
– – 0.17% 47
2024
Q1 		$308K Sell
1,504
-373
-20% -$75.2K 0.18% 46
2023
Q4 		$386K Hold
1,877
– – 0.24% 40
2023
Q3 		$336K Hold
1,877
– – 0.24% 42
2023
Q2 		$311K Hold
1,877
– – 0.22% 43
2023
Q1 		$275K Hold
1,877
– – 0.21% 43
2022
Q4 		$252K Hold
1,877
– – 0.21% 45
2022
Q3 		$271K Hold
1,877
– – 0.26% 31
2022
Q2 		$268K Hold
1,877
– – 0.25% 33
2022
Q1 		$292K Sell
1,877
-1,380
-42% -$212K 0.25% 31
2021
Q4 		$595K Buy
+3,257
New +$572K 0.49% 23

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
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
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return

Shore Point Advisors's BR Position: Q2 2026 in Review

Shore Point Advisors held its Broadridge (BR) position steady in Q2 2026 at 1,504 shares worth $206K. The position accounts for 0.07% of the portfolio, ranked #76.

Shore Point Advisors first reported a position in BR in Q4 2021 and has held it in 19 quarters since. The position peaked at $595K in Q4 2021. 132 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Shore Point Advisors held 1,504 shares of Broadridge worth $206K as of Q2 2026.
  • Shore Point Advisors left its Broadridge share count unchanged in Q2 2026.
  • Broadridge made up 0.07% of Shore Point Advisors's portfolio in Q2 2026, its #76 holding.
  • Shore Point Advisors first reported a position in Broadridge in Q4 2021 and has held it in 19 quarters since.
  • Shore Point Advisors's Broadridge position peaked at $595K in Q4 2021.
  • 132 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Shore Point Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.