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American Money Management’s Broadridge BR Stock Holding History

American Money 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 		$6.76M Buy
49,350
+2,318
+5% +$350K 0.97% 39
2026
Q1 		$7.64M Buy
47,032
+5,428
+13% +$1.03M 1.21% 32
2025
Q4 		$9.28M Buy
41,604
+5,461
+15% +$1.25M 1.46% 24
2025
Q3 		$8.61M Buy
36,143
+505
+1% +$126K 1.44% 26
2025
Q2 		$8.66M Buy
35,638
+1,735
+5% +$412K 1.53% 23
2025
Q1 		$8.22M Sell
33,903
-211
-0.6% -$49.7K 1.56% 22
2024
Q4 		$7.71M Buy
34,114
+121
+0.4% +$27.1K 1.5% 21
2024
Q3 		$7.31M Sell
33,993
-172
-0.5% -$36K 1.46% 22
2024
Q2 		$6.73M Sell
34,165
-1,353
-4% -$268K 1.44% 23
2024
Q1 		$7.28M Sell
35,518
-49
-0.1% -$9.88K 1.52% 21
2023
Q4 		$7.32M Sell
35,567
-163
-0.5% -$30.1K 1.65% 19
2023
Q3 		$6.4M Sell
35,730
-198
-0.6% -$35.1K 1.63% 19
2023
Q2 		$5.95M Buy
35,928
+3,136
+10% +$475K 1.48% 19
2023
Q1 		$4.81M Buy
32,792
+39
+0.1% +$5.58K 1.28% 29
2022
Q4 		$4.39M Sell
32,753
-162
-0.5% -$23K 1.25% 33
2022
Q3 		$4.75M Sell
32,915
-1,369
-4% -$222K 1.45% 24
2022
Q2 		$4.89M Buy
34,284
+1,585
+5% +$230K 1.42% 26
2022
Q1 		$5.09M Buy
32,699
+9,999
+44% +$1.53M 1.35% 31
2021
Q4 		$4.15M Sell
22,700
-269
-1% -$47.3K 1.08% 37
2021
Q3 		$3.83M Sell
22,969
-291
-1% -$49.6K 1.08% 38
2021
Q2 		$3.76M Buy
23,260
+557
+2% +$89K 1.27% 37
2021
Q1 		$3.48M Sell
22,703
-474
-2% -$70K 1.29% 37
2020
Q4 		$3.55M Sell
23,177
-94
-0.4% -$13.6K 1.39% 33
2020
Q3 		$3.07M Sell
23,271
-1,930
-8% -$258K 1.39% 34
2020
Q2 		$3.18M Sell
25,201
-134
-0.5% -$15.5K 1.48% 33
2020
Q1 		$2.4M Buy
+25,335
New +$2.89M 1.35% 37

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

American Money Management's BR Position: Q2 2026 in Review

American Money Management increased its Broadridge (BR) stake by 4.9% in Q2 2026, buying an estimated $350K and bringing the position to 49,350 shares worth $6.76M. The position accounts for 0.97% of the portfolio, ranked #39.

American Money Management first reported a position in BR in Q1 2020 and has held it in 26 quarters since. The position peaked at $9.28M in Q4 2025. 1,015 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • American Money Management held 49,350 shares of Broadridge worth $6.76M as of Q2 2026.
  • American Money Management bought 2,318 Broadridge shares in Q2 2026, an estimated $350K.
  • Broadridge made up 0.97% of American Money Management's portfolio in Q2 2026, its #39 holding.
  • American Money Management first reported a position in Broadridge in Q1 2020 and has held it in 26 quarters since.
  • American Money Management's Broadridge position peaked at $9.28M in Q4 2025.
  • 1,015 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on American Money Management's 13F filing for Q2 2026, filed 13 Aug 2026.