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Sound Income Strategies’s Broadridge BR Stock Holding History

Sound Income Strategies’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
-2
Closed -$320 – 725
2026
Q1 		$320 Sell
2
-4
-67% -$760 ﹤0.01% 2441
2025
Q4 		$1.32K Buy
6
+4
+200% +$912 ﹤0.01% 2230
2025
Q3 		$468 Hold
2
– – ﹤0.01% 1539
2025
Q2 		$486 Buy
+2
New +$475 ﹤0.01% 1461
2025
Q1 		– Sell
-100
Closed -$22.6K – 1566
2024
Q4 		$22.6K Buy
+100
New +$22.4K ﹤0.01% 656
2023
Q1 		– Sell
-84
Closed -$11.3K – 1063
2022
Q4 		$11.3K Buy
+84
New +$11.9K ﹤0.01% 494

Other funds holding BR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $8.09B AUM 19.03% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Sound Income Strategies's BR Position: Q2 2026 in Review

Sound Income Strategies sold out of Broadridge (BR) in Q2 2026, closing a stake of 2 shares — an estimated $320 sold.

Sound Income Strategies first reported a position in BR in Q4 2022 and held it in 6 quarters. The position peaked at $22.6K in Q4 2024. 709 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Sound Income Strategies reported no remaining Broadridge position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 2 Broadridge shares in Q2 2026, an estimated $320.
  • Sound Income Strategies first reported a position in Broadridge in Q4 2022 and held it in 6 quarters.
  • Sound Income Strategies's Broadridge position peaked at $22.6K in Q4 2024.
  • 709 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.