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Valued Wealth Advisors’s Broadridge BR Stock Holding History

Valued 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 		$16.1K Hold
117
– – 0.01% 234
2026
Q1 		$19.1K Hold
117
– – 0.01% 180
2025
Q4 		$26.2K Hold
117
– – 0.01% 137
2025
Q3 		$28K Hold
117
– – 0.01% 123
2025
Q2 		$28.5K Hold
117
– – 0.01% 126
2025
Q1 		$28.5K Hold
117
– – 0.02% 131
2024
Q4 		$26.6K Hold
117
– – 0.02% 131
2024
Q3 		$25.3K Sell
117
-1
-0.8% -$209 0.02% 128
2024
Q2 		$23.4K Hold
118
– – 0.02% 115
2024
Q1 		$24.3K Hold
118
– – 0.02% 111
2023
Q4 		$21.3K Buy
+118
New +$21.8K 0.02% 84

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
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $965M AUM 10.64% 1-Year Est. Return
LA
LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return
MCM
McRae Capital Management Morristown, New Jersey $508M AUM 14.21% 1-Year Est. Return

Valued Wealth Advisors's BR Position: Q2 2026 in Review

Valued Wealth Advisors held its Broadridge (BR) position steady in Q2 2026 at 117 shares worth $16.1K. The position accounts for 0.01% of the portfolio, ranked #234.

Valued Wealth Advisors first reported a position in BR in Q4 2023 and has held it in 11 quarters since. The position peaked at $28.5K in Q2 2025. 236 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Valued Wealth Advisors held 117 shares of Broadridge worth $16.1K as of Q2 2026.
  • Valued Wealth Advisors left its Broadridge share count unchanged in Q2 2026.
  • Broadridge made up 0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #234 holding.
  • Valued Wealth Advisors first reported a position in Broadridge in Q4 2023 and has held it in 11 quarters since.
  • Valued Wealth Advisors's Broadridge position peaked at $28.5K in Q2 2025.
  • 236 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.