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Tranquilli Financial Advisor’s Broadridge BR Stock Holding History

Tranquilli Financial Advisor’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 		$234K Buy
1,711
+464
+37% +$70.1K 0.13% 126
2026
Q1 		$203K Buy
+1,247
New +$237K 0.12% 129

Other funds holding BR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM

Tranquilli Financial Advisor's BR Position: Q2 2026 in Review

Tranquilli Financial Advisor increased its Broadridge (BR) stake by 37% in Q2 2026, buying an estimated $70.1K and bringing the position to 1,711 shares worth $234K. The position accounts for 0.13% of the portfolio, ranked #126.

Tranquilli Financial Advisor first reported a position in BR in Q1 2026 and has held it in 2 quarters since. 1,019 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Tranquilli Financial Advisor held 1,711 shares of Broadridge worth $234K as of Q2 2026.
  • Tranquilli Financial Advisor bought 464 Broadridge shares in Q2 2026, an estimated $70.1K.
  • Broadridge made up 0.13% of Tranquilli Financial Advisor's portfolio in Q2 2026, its #126 holding.
  • Tranquilli Financial Advisor first reported a position in Broadridge in Q1 2026 and has held it in 2 quarters since.
  • 1,019 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Tranquilli Financial Advisor's 13F filing for Q2 2026, filed 7 Aug 2026.