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Unique Wealth Strategies’s Broadridge BR Stock Holding History

Unique Wealth Strategies’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 		$437K Buy
3,194
+122
+4% +$18.4K 0.16% 163
2026
Q1 		$499K Buy
+3,072
New +$584K 0.2% 155
2024
Q3 		– Sell
-8
Closed -$1.64K – 269
2024
Q2 		$1.64K Buy
+8
New +$1.59K ﹤0.01% 505

Other funds holding BR

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $965M AUM 10.64% 1-Year Est. Return
MCM
McRae Capital Management Morristown, New Jersey $508M AUM 14.21% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Unique Wealth Strategies's BR Position: Q2 2026 in Review

Unique Wealth Strategies increased its Broadridge (BR) stake by 4% in Q2 2026, buying an estimated $18.4K and bringing the position to 3,194 shares worth $437K. The position accounts for 0.16% of the portfolio, ranked #163.

Unique Wealth Strategies first reported a position in BR in Q2 2024 and has held it in 3 quarters since. The position peaked at $499K in Q1 2026. 138 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Unique Wealth Strategies held 3,194 shares of Broadridge worth $437K as of Q2 2026.
  • Unique Wealth Strategies bought 122 Broadridge shares in Q2 2026, an estimated $18.4K.
  • Broadridge made up 0.16% of Unique Wealth Strategies's portfolio in Q2 2026, its #163 holding.
  • Unique Wealth Strategies first reported a position in Broadridge in Q2 2024 and has held it in 3 quarters since.
  • Unique Wealth Strategies's Broadridge position peaked at $499K in Q1 2026.
  • 138 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Unique Wealth Strategies's 13F filing for Q2 2026, filed 15 Jul 2026.