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Signal Advisors Wealth’s Broadridge BR Stock Holding History

Signal Advisors Wealth’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 		$2.52M Sell
18,413
-22,106
-55% -$3.34M 0.13% 142
2026
Q1 		$6.58M Buy
40,519
+3,613
+10% +$686K 0.45% 57
2025
Q4 		$8.24M Buy
36,906
+1,964
+6% +$448K 0.65% 36
2025
Q3 		$8.32M Buy
34,942
+11,603
+50% +$2.89M 0.75% 34
2025
Q2 		$5.67M Buy
23,339
+1,803
+8% +$428K 0.44% 59
2025
Q1 		$5.22M Buy
21,536
+3,340
+18% +$786K 0.51% 52
2024
Q4 		$4.13M Buy
18,196
+3,699
+26% +$829K 0.47% 64
2024
Q3 		$3.12M Buy
+14,497
New +$3.03M 0.45% 59
2024
Q2 		– Sell
-4,500
Closed -$922K – 97
2024
Q1 		$922K Buy
4,500
+2,273
+102% +$458K 0.23% 96
2023
Q4 		$460K Buy
+2,227
New +$411K 0.16% 127

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

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

Signal Advisors Wealth reduced its Broadridge (BR) stake by 55% in Q2 2026, selling an estimated $3.34M and leaving 18,413 shares worth $2.52M. The position accounts for 0.13% of the portfolio, ranked #142.

Signal Advisors Wealth first reported a position in BR in Q4 2023 and has held it in 10 quarters since. The position peaked at $8.32M in Q3 2025. 1,017 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Signal Advisors Wealth held 18,413 shares of Broadridge worth $2.52M as of Q2 2026.
  • Signal Advisors Wealth sold 22,106 Broadridge shares in Q2 2026, an estimated $3.34M.
  • Broadridge made up 0.13% of Signal Advisors Wealth's portfolio in Q2 2026, its #142 holding.
  • Signal Advisors Wealth first reported a position in Broadridge in Q4 2023 and has held it in 10 quarters since.
  • Signal Advisors Wealth's Broadridge position peaked at $8.32M in Q3 2025.
  • 1,017 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Signal Advisors Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.