Toth Financial Advisory’s Broadridge BR Stock Holding History

Toth Financial Advisory’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	$146K	Buy	906 +136	+18%	+$22.2K	0.01%	257
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

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

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

Toth Financial Advisory's BR Position: Q3 2026 in Review

Toth Financial Advisory increased its Broadridge (BR) stake by 18% in Q3 2026, buying an estimated $22.2K and bringing the position to 906 shares worth $146K. The position accounts for 0.01% of the portfolio, ranked #257.

Toth Financial Advisory first reported a position in BR in Q4 2017 and has held it in 36 quarters since. The position peaked at $187K in Q2 2025. 42 funds tracked by Wall St. Rank hold BR as of Q3 2026.

Toth Financial Advisory held 906 shares of Broadridge worth $146K as of Q3 2026.
Toth Financial Advisory bought 136 Broadridge shares in Q3 2026, an estimated $22.2K.
Broadridge made up 0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #257 holding.
Toth Financial Advisory first reported a position in Broadridge in Q4 2017 and has held it in 36 quarters since.
Toth Financial Advisory's Broadridge position peaked at $187K in Q2 2025.
42 funds tracked by Wall St. Rank held Broadridge as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.