Twin Peaks Wealth Advisors’s Broadridge BR Stock Holding History

Twin Peaks Wealth 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	–	Sell	-87	Closed	-$14.1K	–	499
2026 Q1	$14.1K	Buy	+87	New	+$16.5K	﹤0.01%	877
2025 Q3	–	Sell	-75	Closed	-$19.7K	–	432
2025 Q2	$19.7K	Buy	+75	New	+$17.8K	0.01%	612

Other funds holding BR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Twin Peaks Wealth Advisors's BR Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Broadridge (BR) in Q2 2026, closing a stake of 87 shares — an estimated $14.1K sold.

Twin Peaks Wealth Advisors first reported a position in BR in Q2 2025 and held it in 2 quarters. The position peaked at $19.7K in Q2 2025. 1,019 funds tracked by Wall St. Rank hold BR as of Q2 2026.

Twin Peaks Wealth Advisors reported no remaining Broadridge position as of Q2 2026 after selling out during the quarter.
Twin Peaks Wealth Advisors sold 87 Broadridge shares in Q2 2026, an estimated $14.1K.
Twin Peaks Wealth Advisors first reported a position in Broadridge in Q2 2025 and held it in 2 quarters.
Twin Peaks Wealth Advisors's Broadridge position peaked at $19.7K in Q2 2025.
1,019 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.