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Wealth Advisors of Tampa Bay’s Broadridge BR Stock Holding History

Wealth Advisors of Tampa Bay’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 		$416K Buy
+3,035
New +$458K 0.13% 78

Other funds holding BR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM

Wealth Advisors of Tampa Bay's BR Position: Q2 2026 in Review

Wealth Advisors of Tampa Bay opened a new position in Broadridge (BR) in Q2 2026: 3,035 shares worth $416K. The stake represents 0.13% of the portfolio and ranks #78 among its holdings.

1,013 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Wealth Advisors of Tampa Bay held 3,035 shares of Broadridge worth $416K as of Q2 2026.
  • Broadridge was a new Wealth Advisors of Tampa Bay position in Q2 2026.
  • Broadridge made up 0.13% of Wealth Advisors of Tampa Bay's portfolio in Q2 2026, its #78 holding.
  • 1,013 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Wealth Advisors of Tampa Bay's 13F filing for Q2 2026, filed 14 Aug 2026.