Wealth Enhancement Advisory Services
BR icon

Wealth Enhancement Advisory Services’s Broadridge BR Stock Holding History

Wealth Enhancement Advisory Services’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 		$4.31M Sell
29,250
-7,727
-21% -$1.17M 0.01% 1107
2026
Q1 		$5.55M Buy
36,977
+140
+0.4% +$26.6K 0.01% 856
2025
Q4 		$8.17M Buy
36,837
+5,055
+16% +$1.15M 0.01% 783
2025
Q3 		$7.53M Buy
31,782
+3,300
+12% +$822K 0.01% 761
2025
Q2 		$6.9M Sell
28,482
-451
-2% -$107K 0.01% 765
2025
Q1 		$7.02M Buy
28,933
+8,675
+43% +$2.04M 0.01% 710
2024
Q4 		$4.58M Buy
20,258
+865
+4% +$194K 0.01% 833
2024
Q3 		$4.17M Sell
19,393
-17,111
-47% -$3.58M 0.01% 784
2024
Q2 		$7.19M Buy
36,504
+6,690
+22% +$1.33M 0.02% 584
2024
Q1 		$6.11M Buy
29,814
+13,851
+87% +$2.79M 0.02% 614
2023
Q4 		$3.28M Sell
15,963
-139
-0.9% -$25.6K 0.01% 728
2023
Q3 		$2.88M Buy
16,102
+13,993
+663% +$2.48M 0.01% 731
2023
Q2 		$349K Sell
2,109
-426
-17% -$64.5K ﹤0.01% 404
2023
Q1 		$372K Buy
+2,535
New +$363K ﹤0.01% 417
2019
Q1 		– Sell
-12,864
Closed -$1.3M – 183
2018
Q4 		$1.3M Buy
12,864
+5,032
+64% +$545K 0.08% 95
2018
Q3 		$881K Sell
7,832
-9,406
-55% -$1.19M 0.05% 128
2018
Q2 		$2.02M Buy
+17,238
New +$1.95M 0.12% 65
2018
Q1 		– Sell
-27,072
Closed -$2.55M – 146
2017
Q4 		$2.55M Buy
+27,072
New +$2.36M 0.18% 61
2016
Q3 		– Sell
-22,259
Closed -$1.45M – 140
2016
Q2 		$1.45M Buy
22,259
+2,274
+11% +$141K 0.26% 58
2016
Q1 		$1.19M Buy
19,985
+2,998
+18% +$164K 0.24% 71
2015
Q4 		$913K Buy
+16,987
New +$953K 0.23% 98

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
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $965M AUM 10.64% 1-Year Est. Return
MCM
McRae Capital Management Morristown, New Jersey $508M AUM 14.21% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services's BR Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Broadridge (BR) stake by 21% in Q2 2026, selling an estimated $1.17M and leaving 29,250 shares worth $4.31M. The position accounts for 0.01% of the portfolio, ranked #1107.

Wealth Enhancement Advisory Services first reported a position in BR in Q4 2015 and has held it in 21 quarters since. The position peaked at $8.17M in Q4 2025. 152 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Wealth Enhancement Advisory Services held 29,250 shares of Broadridge worth $4.31M as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 7,727 Broadridge shares in Q2 2026, an estimated $1.17M.
  • Broadridge made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1107 holding.
  • Wealth Enhancement Advisory Services first reported a position in Broadridge in Q4 2015 and has held it in 21 quarters since.
  • Wealth Enhancement Advisory Services's Broadridge position peaked at $8.17M in Q4 2025.
  • 152 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.