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Transamerica Financial Advisors’s Broadridge BR Stock Holding History

Transamerica Financial 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
Q2 		$13.3K Hold
96
– – ﹤0.01% 941
2026
Q1 		$15.7K Buy
96
+45
+88% +$8.55K ﹤0.01% 846
2025
Q4 		$11.5K Sell
51
-64
-56% -$14.6K ﹤0.01% 826
2025
Q3 		$27.3K Buy
115
+53
+85% +$13.2K ﹤0.01% 554
2025
Q2 		$15K Buy
62
+7
+13% +$1.66K ﹤0.01% 341
2025
Q1 		$14K Buy
55
+22
+67% +$5.18K ﹤0.01% 339
2024
Q4 		$8K Buy
33
+26
+371% +$5.82K ﹤0.01% 341
2024
Q3 		$2K Sell
7
-563
-99% -$118K ﹤0.01% 390
2024
Q2 		$113K Hold
570
– – 0.01% 230
2024
Q1 		$117K Sell
570
-14
-2% -$2.82K 0.01% 249
2023
Q4 		$121K Sell
584
-105
-15% -$19.4K 0.02% 263
2023
Q3 		$124K Buy
689
+27
+4% +$4.78K 0.02% 239
2023
Q2 		$110K Sell
662
-55
-8% -$8.32K 0.01% 247
2023
Q1 		$106K Sell
717
-5
-0.7% -$715 0.01% 261
2022
Q4 		$97K Buy
722
+90
+14% +$12.8K 0.01% 264
2022
Q3 		$92K Buy
632
+45
+8% +$7.3K 0.01% 250
2022
Q2 		$84K Buy
+587
New +$85.2K 0.01% 255

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

Transamerica Financial Advisors's BR Position: Q2 2026 in Review

Transamerica Financial Advisors held its Broadridge (BR) position steady in Q2 2026 at 96 shares worth $13.3K. The position accounts for ﹤0.01% of the portfolio, ranked #941.

Transamerica Financial Advisors first reported a position in BR in Q2 2022 and has held it in 17 quarters since. The position peaked at $124K in Q3 2023. 1,014 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Transamerica Financial Advisors held 96 shares of Broadridge worth $13.3K as of Q2 2026.
  • Transamerica Financial Advisors left its Broadridge share count unchanged in Q2 2026.
  • Broadridge made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #941 holding.
  • Transamerica Financial Advisors first reported a position in Broadridge in Q2 2022 and has held it in 17 quarters since.
  • Transamerica Financial Advisors's Broadridge position peaked at $124K in Q3 2023.
  • 1,014 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.