Waverly Advisors’s Broadridge BR Stock Holding History

Waverly 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	$371K	Sell	2,711 -1,703	-39%	-$257K	﹤0.01%	1308
2026 Q1	$717K	Buy	4,414 +2,313	+110%	+$439K	0.01%	934
2025 Q4	$469K	Buy	2,101 +365	+21%	+$83.2K	﹤0.01%	1040
2025 Q3	$413K	Buy	1,736 +43	+3%	+$10.7K	﹤0.01%	918
2025 Q2	$411K	Buy	1,693 +20	+1%	+$4.75K	﹤0.01%	863
2025 Q1	$406K	Buy	+1,673	New	+$394K	﹤0.01%	831
2018 Q1	–	Sell	-500	Closed	-$45K	–	203
2017 Q4	$45K	Buy	+500	New	+$43.6K	0.01%	258
2014 Q4	–	Sell	-178	Closed	-$7K	–	456
2014 Q3	$7K	Hold	178	–	–	﹤0.01%	556
2014 Q2	$7K	Buy	178 +6	+3%	+$235	﹤0.01%	512
2014 Q1	$6K	Sell	172 -25	-13%	-$937	﹤0.01%	507
2013 Q4	$8K	Buy	+197	New	+$7.12K	﹤0.01%	584

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 $3.38T AUM 44.17% 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

Waverly Advisors's BR Position: Q2 2026 in Review

Waverly Advisors reduced its Broadridge (BR) stake by 39% in Q2 2026, selling an estimated $257K and leaving 2,711 shares worth $371K. The position accounts for ﹤0.01% of the portfolio, ranked #1308.

Waverly Advisors first reported a position in BR in Q4 2013 and has held it in 11 quarters since. The position peaked at $717K in Q1 2026. 1,021 funds tracked by Wall St. Rank hold BR as of Q2 2026.

Waverly Advisors held 2,711 shares of Broadridge worth $371K as of Q2 2026.
Waverly Advisors sold 1,703 Broadridge shares in Q2 2026, an estimated $257K.
Broadridge made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1308 holding.
Waverly Advisors first reported a position in Broadridge in Q4 2013 and has held it in 11 quarters since.
Waverly Advisors's Broadridge position peaked at $717K in Q1 2026.
1,021 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.