UAG
BR icon

United Advisor Group’s Broadridge BR Stock Holding History

United Advisor Group’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 		$249K Sell
1,548
-468
-23% -$76.5K 0.02% 501
2026
Q2 		$276K Sell
2,016
-1,562
-44% -$236K 0.03% 441
2026
Q1 		$581K Buy
3,578
+285
+9% +$54.1K 0.07% 254
2025
Q4 		$735K Buy
3,293
+36
+1% +$8.21K 0.09% 225
2025
Q3 		$776K Buy
3,257
+249
+8% +$62K 0.1% 201
2025
Q2 		$731K Buy
3,008
+95
+3% +$22.6K 0.13% 171
2025
Q1 		$706K Buy
2,913
+101
+4% +$23.8K 0.14% 147
2024
Q4 		$636K Buy
2,812
+402
+17% +$90K 0.13% 169
2024
Q3 		$518K Buy
2,410
+293
+14% +$61.3K 0.12% 186
2024
Q2 		$417K Buy
+2,117
New +$420K 0.13% 157

Other funds holding BR

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Yacktman Asset Management
Yacktman Asset Management Austin, Texas $8.38B AUM 19.52% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

United Advisor Group's BR Position: Q3 2026 in Review

United Advisor Group reduced its Broadridge (BR) stake by 23% in Q3 2026, selling an estimated $76.5K and leaving 1,548 shares worth $249K. The position accounts for 0.02% of the portfolio, ranked #501.

United Advisor Group first reported a position in BR in Q2 2024 and has held it in 10 quarters since. The position peaked at $776K in Q3 2025. 600 funds tracked by Wall St. Rank hold BR as of Q3 2026.

  • United Advisor Group held 1,548 shares of Broadridge worth $249K as of Q3 2026.
  • United Advisor Group sold 468 Broadridge shares in Q3 2026, an estimated $76.5K.
  • Broadridge made up 0.02% of United Advisor Group's portfolio in Q3 2026, its #501 holding.
  • United Advisor Group first reported a position in Broadridge in Q2 2024 and has held it in 10 quarters since.
  • United Advisor Group's Broadridge position peaked at $776K in Q3 2025.
  • 600 funds tracked by Wall St. Rank held Broadridge as of Q3 2026.

Based on United Advisor Group's 13F filing for Q3 2026, filed 3 Nov 2026.