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Traphagen Investment Advisors’s Broadridge BR Stock Holding History

Traphagen Investment 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 		$223K Buy
+1,387
New +$227K 0.02% 201
2026
Q2 		– Sell
-1,395
Closed -$227K – 223
2026
Q1 		$227K Buy
1,395
+1
+0.1% +$190 0.02% 184
2025
Q4 		$311K Sell
1,394
-37
-3% -$8.44K 0.03% 156
2025
Q3 		$341K Sell
1,431
-13
-0.9% -$3.24K 0.03% 146
2025
Q2 		$351K Hold
1,444
– – 0.03% 138
2025
Q1 		$350K Buy
1,444
+117
+9% +$27.5K 0.04% 130
2024
Q4 		$300K Hold
1,327
– – 0.03% 137
2024
Q3 		$285K Hold
1,327
– – 0.03% 137
2024
Q2 		$261K Buy
1,327
+1
+0.1% +$198 0.03% 138
2024
Q1 		$272K Buy
1,326
+72
+6% +$14.5K 0.03% 144
2023
Q4 		$258K Hold
1,254
– – 0.03% 143
2023
Q3 		$225K Hold
1,254
– – 0.03% 141
2023
Q2 		$208K Buy
+1,254
New +$190K 0.03% 150

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 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
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Traphagen Investment Advisors's BR Position: Q3 2026 in Review

Traphagen Investment Advisors opened a new position in Broadridge (BR) in Q3 2026: 1,387 shares worth $223K. The stake represents 0.02% of the portfolio and ranks #201 among its holdings. This is a return to the name: Traphagen Investment Advisors previously reported a position in BR as recently as Q1 2026.

Traphagen Investment Advisors first reported a position in BR in Q2 2023 and has held it in 13 quarters since. The position peaked at $351K in Q2 2025. 72 funds tracked by Wall St. Rank hold BR as of Q3 2026.

  • Traphagen Investment Advisors held 1,387 shares of Broadridge worth $223K as of Q3 2026.
  • Broadridge was a new Traphagen Investment Advisors position in Q3 2026.
  • Broadridge made up 0.02% of Traphagen Investment Advisors's portfolio in Q3 2026, its #201 holding.
  • Traphagen Investment Advisors first reported a position in Broadridge in Q2 2023 and has held it in 13 quarters since.
  • Traphagen Investment Advisors's Broadridge position peaked at $351K in Q2 2025.
  • 72 funds tracked by Wall St. Rank held Broadridge as of Q3 2026.

Based on Traphagen Investment Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.