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Alpine Bank Wealth Management’s Broadridge BR Stock Holding History

Alpine Bank Wealth Management’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 		$25.7K Buy
+188
New +$28.4K ﹤0.01% 313
2025
Q4 		– Sell
-219
Closed -$52.2K – 179
2025
Q3 		$52.2K Sell
219
-10
-4% -$2.49K 0.01% 234
2025
Q2 		$55.7K Hold
229
– – 0.01% 233
2025
Q1 		$55.5K Buy
+229
New +$53.9K 0.01% 222
2024
Q3 		$64.5K Buy
+300
New +$62.7K 0.01% 231

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

Alpine Bank Wealth Management's BR Position: Q2 2026 in Review

Alpine Bank Wealth Management opened a new position in Broadridge (BR) in Q2 2026: 188 shares worth $25.7K. The stake represents ﹤0.01% of the portfolio and ranks #313 among its holdings. This is a return to the name: Alpine Bank Wealth Management previously reported a position in BR as recently as Q3 2025.

Alpine Bank Wealth Management first reported a position in BR in Q3 2024 and has held it in 5 quarters since. The position peaked at $64.5K in Q3 2024. 1,020 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Alpine Bank Wealth Management held 188 shares of Broadridge worth $25.7K as of Q2 2026.
  • Broadridge was a new Alpine Bank Wealth Management position in Q2 2026.
  • Broadridge made up ﹤0.01% of Alpine Bank Wealth Management's portfolio in Q2 2026, its #313 holding.
  • Alpine Bank Wealth Management first reported a position in Broadridge in Q3 2024 and has held it in 5 quarters since.
  • Alpine Bank Wealth Management's Broadridge position peaked at $64.5K in Q3 2024.
  • 1,020 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Alpine Bank Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.