Turtle Creek Wealth Advisors’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
Other funds holding BR
JT
Turtle Creek Wealth Advisors's BR Position: Q2 2026 in Review
Turtle Creek Wealth Advisors increased its Broadridge (BR) stake by 105% in Q2 2026, buying an estimated $285K and bringing the position to 3,692 shares worth $506K. The position accounts for 0.03% of the portfolio, ranked #260.
Turtle Creek Wealth Advisors first reported a position in BR in Q4 2023 and has held it in 6 quarters since. The position peaked at $1.06M in Q4 2025. 1,017 funds tracked by Wall St. Rank hold BR as of Q2 2026.
- Turtle Creek Wealth Advisors held 3,692 shares of Broadridge worth $506K as of Q2 2026.
- Turtle Creek Wealth Advisors bought 1,888 Broadridge shares in Q2 2026, an estimated $285K.
- Broadridge made up 0.03% of Turtle Creek Wealth Advisors's portfolio in Q2 2026, its #260 holding.
- Turtle Creek Wealth Advisors first reported a position in Broadridge in Q4 2023 and has held it in 6 quarters since.
- Turtle Creek Wealth Advisors's Broadridge position peaked at $1.06M in Q4 2025.
- 1,017 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.
Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.