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Westfuller Advisors’s Broadridge BR Stock Holding History

Westfuller 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 		$84.9K Buy
+615
New +$92.9K 0.03% 248
2026
Q1 		– Sell
-63
Closed -$12K – 748
2025
Q4 		$14.1K Sell
63
-17
-21% -$3.88K 0.01% 419
2025
Q3 		$19K Buy
+80
New +$19.9K 0.01% 373

Other funds holding BR

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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
TIA
Tandem Investment Advisors Charleston, South Carolina $1.49B AUM 12.33% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Westfuller Advisors's BR Position: Q2 2026 in Review

Westfuller Advisors opened a new position in Broadridge (BR) in Q2 2026: 615 shares worth $84.9K. The stake represents 0.03% of the portfolio and ranks #248 among its holdings. This is a return to the name: Westfuller Advisors previously reported a position in BR as recently as Q4 2025.

Westfuller Advisors first reported a position in BR in Q3 2025 and has held it in 3 quarters since. 375 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Westfuller Advisors held 615 shares of Broadridge worth $84.9K as of Q2 2026.
  • Broadridge was a new Westfuller Advisors position in Q2 2026.
  • Broadridge made up 0.03% of Westfuller Advisors's portfolio in Q2 2026, its #248 holding.
  • Westfuller Advisors first reported a position in Broadridge in Q3 2025 and has held it in 3 quarters since.
  • 375 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Westfuller Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.