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Strong Retirement Solutions’s Broadridge BR Stock Holding History

Strong Retirement Solutions’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
Q3 		– Sell
-7,071
Closed -$968K – 85
2026
Q2 		$968K Sell
7,071
-9,721
-58% -$1.47M 0.58% 50
2026
Q1 		$2.73M Buy
16,792
+4,910
+41% +$933K 1.91% 21
2025
Q4 		$2.65M Buy
+11,882
New +$2.71M 1.79% 18

Other funds holding BR

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
LJHT
Laurie J. Hall Trustee $314M AUM 27.43% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
BAM
Bell Asset Management Melbourne, Australia $277M AUM 2.32% 1-Year Est. Return
TFP
Tilia Fiduciary Partners Wilmington, North Carolina $217M AUM 27.78% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Strong Retirement Solutions's BR Position: Q3 2026 in Review

Strong Retirement Solutions sold out of Broadridge (BR) in Q3 2026, closing a stake of 7,071 shares — an estimated $968K sold.

Strong Retirement Solutions first reported a position in BR in Q4 2025 and held it in 3 quarters. The position peaked at $2.73M in Q1 2026. 42 funds tracked by Wall St. Rank hold BR as of Q3 2026.

  • Strong Retirement Solutions reported no remaining Broadridge position as of Q3 2026 after selling out during the quarter.
  • Strong Retirement Solutions sold 7,071 Broadridge shares in Q3 2026, an estimated $968K.
  • Strong Retirement Solutions first reported a position in Broadridge in Q4 2025 and held it in 3 quarters.
  • Strong Retirement Solutions's Broadridge position peaked at $2.73M in Q1 2026.
  • 42 funds tracked by Wall St. Rank held Broadridge as of Q3 2026.

Based on Strong Retirement Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.