Accredited Investors’s Broadridge BR Stock Holding History

Accredited Investors’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	$493K	Buy	3,602 +15	+0.4%	+$2.27K	0.02%	180
2026 Q1	$583K	Sell	3,587 -68	-2%	-$12.9K	0.03%	143
2025 Q4	$816K	Buy	3,655 +84	+2%	+$19.2K	0.04%	121
2025 Q3	$851K	Sell	3,571 -228	-6%	-$56.8K	0.05%	109
2025 Q2	$923K	Hold	3,799	–	–	0.05%	101
2025 Q1	$921K	Buy	3,799 +228	+6%	+$53.7K	0.06%	96
2024 Q4	$807K	Hold	3,571	–	–	0.05%	100
2024 Q3	$768K	Hold	3,571	–	–	0.04%	105
2024 Q2	$703K	Hold	3,571	–	–	0.04%	103
2024 Q1	$732K	Hold	3,571	–	–	0.05%	103
2023 Q4	$735K	Hold	3,571	–	–	0.05%	100
2023 Q3	$639K	Hold	3,571	–	–	0.05%	100
2023 Q2	$591K	Hold	3,571	–	–	0.04%	101
2023 Q1	$523K	Hold	3,571	–	–	0.04%	106
2022 Q4	$479K	Sell	3,571 -727	-17%	-$103K	0.04%	105
2022 Q3	$620K	Buy	4,298 +3	+0.1%	+$487	0.07%	86
2022 Q2	$612K	Hold	4,295	–	–	0.07%	91
2022 Q1	$669K	Hold	4,295	–	–	0.06%	94
2021 Q4	$785K	Hold	4,295	–	–	0.07%	90
2021 Q3	$716K	Hold	4,295	–	–	0.08%	82
2021 Q2	$694K	Hold	4,295	–	–	0.07%	85
2021 Q1	$658K	Hold	4,295	–	–	0.09%	83
2020 Q4	$658K	Hold	4,295	–	–	0.11%	80
2020 Q3	$567K	Hold	4,295	–	–	0.12%	79
2020 Q2	$542K	Sell	4,295 -25	-0.6%	-$2.9K	0.11%	80
2020 Q1	$410K	Buy	4,320 +1	+0%	+$114	0.1%	90
2019 Q4	$534K	Hold	4,319	–	–	0.09%	85
2019 Q3	$537K	Hold	4,319	–	–	0.1%	78
2019 Q2	$551K	Hold	4,319	–	–	0.11%	79
2019 Q1	$448K	Buy	4,319 +25	+0.6%	+$2.51K	0.09%	85
2018 Q4	$413K	Hold	4,294	–	–	0.09%	80
2018 Q3	$567K	Buy	+4,294	New	+$545K	0.14%	61

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 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 Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

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 Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Accredited Investors's BR Position: Q2 2026 in Review

Accredited Investors increased its Broadridge (BR) stake by 0.42% in Q2 2026, buying an estimated $2.27K and bringing the position to 3,602 shares worth $493K. The position accounts for 0.02% of the portfolio, ranked #180.

Accredited Investors first reported a position in BR in Q3 2018 and has held it in 32 quarters since. The position peaked at $923K in Q2 2025. 375 funds tracked by Wall St. Rank hold BR as of Q2 2026.

Accredited Investors held 3,602 shares of Broadridge worth $493K as of Q2 2026.
Accredited Investors bought 15 Broadridge shares in Q2 2026, an estimated $2.27K.
Broadridge made up 0.02% of Accredited Investors's portfolio in Q2 2026, its #180 holding.
Accredited Investors first reported a position in Broadridge in Q3 2018 and has held it in 32 quarters since.
Accredited Investors's Broadridge position peaked at $923K in Q2 2025.
375 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Accredited Investors's 13F filing for Q2 2026, filed 21 Jul 2026.