Tactive Advisors’s Broadridge BR Stock Holding History

Tactive 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 Q3	–	Sell	-23,372	Closed	-$3.2M	–	289
2026 Q2	$3.2M	Buy	23,372 +32	+0.1%	+$4.83K	0.79%	29
2026 Q1	$3.79M	Buy	+23,340	New	+$4.43M	1.07%	22

Other funds holding BR

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return

Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Laurie J. Hall Trustee $314M AUM 27.43% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Bell Asset Management Melbourne, Australia $277M AUM 2.32% 1-Year Est. Return

Tilia Fiduciary Partners Wilmington, North Carolina $217M AUM 27.78% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Tactive Advisors's BR Position: Q3 2026 in Review

Tactive Advisors sold out of Broadridge (BR) in Q3 2026, closing a stake of 23,372 shares — an estimated $3.2M sold.

Tactive Advisors first reported a position in BR in Q1 2026 and held it in 2 quarters. The position peaked at $3.79M in Q1 2026. 42 funds tracked by Wall St. Rank hold BR as of Q3 2026.

Tactive Advisors reported no remaining Broadridge position as of Q3 2026 after selling out during the quarter.
Tactive Advisors sold 23,372 Broadridge shares in Q3 2026, an estimated $3.2M.
Tactive Advisors first reported a position in Broadridge in Q1 2026 and held it in 2 quarters.
Tactive Advisors's Broadridge position peaked at $3.79M in Q1 2026.
42 funds tracked by Wall St. Rank held Broadridge as of Q3 2026.

Based on Tactive Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.