United Capital Financial Advisors’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $855K | Buy |
5,262
+940
| +22% | +$179K | 0.01% | 822 |
|
|
2025
Q4 | $965K | Sell |
4,322
-305
| -7% | -$69.6K | 0.01% | 743 |
|
|
2025
Q3 | $1.1M | Buy |
4,627
+1,832
| +66% | +$456K | 0.01% | 613 |
|
|
2025
Q2 | $679K | Buy |
2,795
+130
| +5% | +$30.9K | 0.01% | 705 |
|
|
2025
Q1 | $646K | Buy |
2,665
+162
| +6% | +$38.1K | 0.01% | 680 |
|
|
2024
Q4 | $566K | Sell |
2,503
-28
| -1% | -$6.27K | ﹤0.01% | 696 |
|
|
2024
Q3 | $544K | Sell |
2,531
-8
| -0.3% | -$1.67K | ﹤0.01% | 706 |
|
|
2024
Q2 | $500K | Buy |
2,539
+60
| +2% | +$11.9K | ﹤0.01% | 715 |
|
|
2024
Q1 | $508K | Buy |
2,479
+149
| +6% | +$30.1K | ﹤0.01% | 733 |
|
|
2023
Q4 | $479K | Buy |
+2,330
| New | +$430K | ﹤0.01% | 735 |
|
|
2023
Q1 | – | Sell |
-3,209
| Closed | -$430K | – | 975 |
|
|
2022
Q4 | $430K | Sell |
3,209
-780
| -20% | -$111K | ﹤0.01% | 791 |
|
|
2022
Q3 | $576K | Buy |
3,989
+423
| +12% | +$68.7K | ﹤0.01% | 736 |
|
|
2022
Q2 | $508K | Buy |
3,566
+129
| +4% | +$18.7K | ﹤0.01% | 791 |
|
|
2022
Q1 | $535K | Sell |
3,437
-617
| -15% | -$94.7K | ﹤0.01% | 822 |
|
|
2021
Q4 | $741K | Sell |
4,054
-37
| -0.9% | -$6.5K | ﹤0.01% | 758 |
|
|
2021
Q3 | $682K | Sell |
4,091
-113
| -3% | -$19.2K | ﹤0.01% | 779 |
|
|
2021
Q2 | $679K | Sell |
4,204
-174
| -4% | -$27.8K | ﹤0.01% | 792 |
|
|
2021
Q1 | $670K | Buy |
4,378
+112
| +3% | +$16.5K | ﹤0.01% | 764 |
|
|
2020
Q4 | $653K | Sell |
4,266
-89
| -2% | -$12.9K | ﹤0.01% | 782 |
|
|
2020
Q3 | $575K | Sell |
4,355
-726
| -14% | -$97.1K | ﹤0.01% | 802 |
|
|
2020
Q2 | $641K | Sell |
5,081
-312
| -6% | -$36.1K | ﹤0.01% | 782 |
|
|
2020
Q1 | $511K | Sell |
5,393
-1,892
| -26% | -$216K | ﹤0.01% | 807 |
|
|
2019
Q4 | $900K | Buy |
7,285
+2,988
| +70% | +$365K | 0.01% | 812 |
|
|
2019
Q3 | $535K | Sell |
4,297
-11,049
| -72% | -$1.42M | ﹤0.01% | 931 |
|
|
2019
Q2 | $1.96M | Buy |
15,346
+5,588
| +57% | +$673K | 0.01% | 632 |
|
|
2019
Q1 | $1.01M | Sell |
9,758
-126,932
| -93% | -$12.7M | 0.01% | 773 |
|
|
2018
Q4 | $13.2M | Buy |
136,690
+12,285
| +10% | +$1.33M | 0.1% | 207 |
|
|
2018
Q3 | $16.4M | Buy |
124,405
+1,344
| +1% | +$171K | 0.12% | 198 |
|
|
2018
Q2 | $14.2M | Sell |
123,061
-16,723
| -12% | -$1.89M | 0.11% | 212 |
|
|
2018
Q1 | $15.3M | Sell |
139,784
-6,932
| -5% | -$688K | 0.12% | 200 |
|
|
2017
Q4 | $13.3M | Sell |
146,716
-3,198
| -2% | -$279K | 0.1% | 234 |
|
|
2017
Q3 | $12.1M | Sell |
149,914
-3,124
| -2% | -$241K | 0.1% | 241 |
|
|
2017
Q2 | $11.6M | Buy |
153,038
+1,383
| +0.9% | +$99.8K | 0.1% | 236 |
|
|
2017
Q1 | $10.3M | Buy |
151,655
+4,409
| +3% | +$299K | 0.1% | 254 |
|
|
2016
Q4 | $9.76M | Buy |
147,246
+13,741
| +10% | +$893K | 0.09% | 261 |
|
|
2016
Q3 | $9.05M | Buy |
133,505
+5,833
| +5% | +$398K | 0.09% | 284 |
|
|
2016
Q2 | $8.3M | Buy |
127,672
+17,150
| +16% | +$1.06M | 0.08% | 281 |
|
|
2016
Q1 | $6.55M | Buy |
110,522
+13,512
| +14% | +$737K | 0.07% | 281 |
|
|
2015
Q4 | $5.21M | Buy |
97,010
+15,758
| +19% | +$884K | 0.06% | 317 |
|
|
2015
Q3 | $4.5M | Buy |
81,252
+12,071
| +17% | +$649K | 0.05% | 339 |
|
|
2015
Q2 | $3.46M | Buy |
69,181
+14,087
| +26% | +$750K | 0.04% | 448 |
|
|
2015
Q1 | $2.97M | Buy |
55,094
+15,966
| +41% | +$811K | 0.04% | 464 |
|
|
2014
Q4 | $1.81M | Buy |
39,128
+6,481
| +20% | +$284K | 0.03% | 495 |
|
|
2014
Q3 | $1.36M | Buy |
32,647
+6,185
| +23% | +$257K | 0.02% | 531 |
|
|
2014
Q2 | $1.1M | Buy |
26,462
+8,256
| +45% | +$323K | 0.02% | 543 |
|
|
2014
Q1 | $676K | Buy |
+18,206
| New | +$683K | 0.01% | 571 |
|
|
2013
Q4 | – | Sell |
-10,053
| Closed | -$319K | – | 649 |
|
|
2013
Q3 | $319K | Buy |
+10,053
| New | +$299K | 0.01% | 547 |
|
Other funds holding BR
VCM
VPM
United Capital Financial Advisors's BR Position: Q1 2026 in Review
United Capital Financial Advisors increased its Broadridge (BR) stake by 22% in Q1 2026, buying an estimated $179K and bringing the position to 5,262 shares worth $855K. The position accounts for 0.01% of the portfolio, ranked #822.
United Capital Financial Advisors first reported a position in BR in Q3 2013 and has held it in 47 quarters since. The position peaked at $16.4M in Q3 2018. 1,055 funds tracked by Wall St. Rank hold BR as of Q1 2026.
- United Capital Financial Advisors held 5,262 shares of Broadridge worth $855K as of Q1 2026.
- United Capital Financial Advisors bought 940 Broadridge shares in Q1 2026, an estimated $179K.
- Broadridge made up 0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #822 holding.
- United Capital Financial Advisors first reported a position in Broadridge in Q3 2013 and has held it in 47 quarters since.
- United Capital Financial Advisors's Broadridge position peaked at $16.4M in Q3 2018.
- 1,055 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.
Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.