Toth Financial Advisory’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $105K | Hold |
770
| – | – | 0.01% | 292 |
|
|
2026
Q1 | $125K | Hold |
770
| – | – | 0.01% | 256 |
|
|
2025
Q4 | $172K | Hold |
770
| – | – | 0.02% | 229 |
|
|
2025
Q3 | $183K | Hold |
770
| – | – | 0.02% | 223 |
|
|
2025
Q2 | $187K | Hold |
770
| – | – | 0.02% | 211 |
|
|
2025
Q1 | $187K | Hold |
770
| – | – | 0.02% | 209 |
|
|
2024
Q4 | $174K | Hold |
770
| – | – | 0.02% | 206 |
|
|
2024
Q3 | $166K | Hold |
770
| – | – | 0.02% | 206 |
|
|
2024
Q2 | $152K | Hold |
770
| – | – | 0.02% | 214 |
|
|
2024
Q1 | $158K | Hold |
770
| – | – | 0.02% | 208 |
|
|
2023
Q4 | $158K | Hold |
770
| – | – | 0.02% | 214 |
|
|
2023
Q3 | $138K | Sell |
770
-50
| -6% | -$8.86K | 0.02% | 208 |
|
|
2023
Q2 | $136K | Buy |
820
+50
| +6% | +$7.57K | 0.02% | 213 |
|
|
2023
Q1 | $113K | Hold |
770
| – | – | 0.02% | 216 |
|
|
2022
Q4 | $103K | Hold |
770
| – | – | 0.02% | 227 |
|
|
2022
Q3 | $111K | Hold |
770
| – | – | 0.02% | 203 |
|
|
2022
Q2 | $110K | Hold |
770
| – | – | 0.02% | 209 |
|
|
2022
Q1 | $120K | Hold |
770
| – | – | 0.02% | 218 |
|
|
2021
Q4 | $141K | Hold |
770
| – | – | 0.02% | 220 |
|
|
2021
Q3 | $128K | Hold |
770
| – | – | 0.02% | 218 |
|
|
2021
Q2 | $124K | Hold |
770
| – | – | 0.02% | 208 |
|
|
2021
Q1 | $118K | Hold |
770
| – | – | 0.02% | 224 |
|
|
2020
Q4 | $118K | Hold |
770
| – | – | 0.02% | 210 |
|
|
2020
Q3 | $102K | Hold |
770
| – | – | 0.02% | 209 |
|
|
2020
Q2 | $97K | Hold |
770
| – | – | 0.02% | 197 |
|
|
2020
Q1 | $73K | Hold |
770
| – | – | 0.02% | 158 |
|
|
2019
Q4 | $95K | Hold |
770
| – | – | 0.02% | 180 |
|
|
2019
Q3 | $96K | Hold |
770
| – | – | 0.02% | 192 |
|
|
2019
Q2 | $98K | Hold |
770
| – | – | 0.02% | 186 |
|
|
2019
Q1 | $80K | Hold |
770
| – | – | 0.02% | 185 |
|
|
2018
Q4 | $74K | Hold |
770
| – | – | 0.02% | 165 |
|
|
2018
Q3 | $102K | Hold |
770
| – | – | 0.02% | 175 |
|
|
2018
Q2 | $89K | Hold |
770
| – | – | 0.02% | 181 |
|
|
2018
Q1 | $84K | Hold |
770
| – | – | 0.02% | 178 |
|
|
2017
Q4 | $70K | Buy |
+770
| New | +$67.2K | 0.02% | 191 |
|
Other funds holding BR
JT
Toth Financial Advisory's BR Position: Q2 2026 in Review
Toth Financial Advisory held its Broadridge (BR) position steady in Q2 2026 at 770 shares worth $105K. The position accounts for 0.01% of the portfolio, ranked #292.
Toth Financial Advisory first reported a position in BR in Q4 2017 and has held it in 35 quarters since. The position peaked at $187K in Q2 2025. 1,013 funds tracked by Wall St. Rank hold BR as of Q2 2026.
- Toth Financial Advisory held 770 shares of Broadridge worth $105K as of Q2 2026.
- Toth Financial Advisory left its Broadridge share count unchanged in Q2 2026.
- Broadridge made up 0.01% of Toth Financial Advisory's portfolio in Q2 2026, its #292 holding.
- Toth Financial Advisory first reported a position in Broadridge in Q4 2017 and has held it in 35 quarters since.
- Toth Financial Advisory's Broadridge position peaked at $187K in Q2 2025.
- 1,013 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.
Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.