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Appleton Partners’s Broadridge BR Stock Holding History

Appleton Partners’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 		$1.6M Sell
11,706
-431
-4% -$65.1K 0.1% 125
2026
Q1 		$1.97M Buy
12,137
+65
+0.5% +$12.3K 0.14% 109
2025
Q4 		$2.69M Buy
12,072
+89
+0.7% +$20.3K 0.18% 103
2025
Q3 		$2.85M Sell
11,983
-662
-5% -$165K 0.19% 101
2025
Q2 		$3.07M Sell
12,645
-693
-5% -$165K 0.22% 94
2025
Q1 		$3.23M Buy
13,338
+503
+4% +$118K 0.25% 88
2024
Q4 		$2.9M Sell
12,835
-366
-3% -$82K 0.21% 96
2024
Q3 		$2.84M Sell
13,201
-464
-3% -$97K 0.21% 96
2024
Q2 		$2.69M Buy
13,665
+335
+3% +$66.5K 0.21% 95
2024
Q1 		$2.73M Sell
13,330
-468
-3% -$94.4K 0.21% 97
2023
Q4 		$2.84M Sell
13,798
-665
-5% -$123K 0.23% 93
2023
Q3 		$2.59M Sell
14,463
-1,294
-8% -$229K 0.23% 93
2023
Q2 		$2.61M Sell
15,757
-9,418
-37% -$1.43M 0.22% 95
2023
Q1 		$3.69M Sell
25,175
-4,774
-16% -$683K 0.33% 76
2022
Q4 		$4.02M Buy
29,949
+888
+3% +$126K 0.38% 69
2022
Q3 		$4.19M Buy
29,061
+1,109
+4% +$180K 0.42% 69
2022
Q2 		$3.98M Sell
27,952
-830
-3% -$120K 0.38% 72
2022
Q1 		$4.48M Sell
28,782
-165
-0.6% -$25.3K 0.37% 74
2021
Q4 		$5.29M Buy
28,947
+5,785
+25% +$1.02M 0.4% 71
2021
Q3 		$3.86M Buy
23,162
+3,486
+18% +$594K 0.32% 80
2021
Q2 		$3.18M Buy
19,676
+1,007
+5% +$161K 0.27% 92
2021
Q1 		$2.86M Buy
18,669
+3,960
+27% +$585K 0.27% 90
2020
Q4 		$2.25M Buy
14,709
+7,072
+93% +$1.03M 0.22% 94
2020
Q3 		$1.01M Buy
7,637
+1,743
+30% +$233K 0.11% 136
2020
Q2 		$744K Buy
5,894
+2,520
+75% +$292K 0.09% 149
2020
Q1 		$320K Hold
3,374
– – 0.04% 207
2019
Q4 		$417K Buy
3,374
+400
+13% +$48.9K 0.05% 211
2019
Q3 		$370K Buy
2,974
+95
+3% +$12.2K 0.04% 218
2019
Q2 		$368K Buy
2,879
+346
+14% +$41.7K 0.05% 211
2019
Q1 		$263K Sell
2,533
-50
-2% -$5.02K 0.03% 235
2018
Q4 		$249K Hold
2,583
– – 0.04% 231
2018
Q3 		$341K Sell
2,583
-35
-1% -$4.44K 0.05% 213
2018
Q2 		$301K Sell
2,618
-275
-10% -$31K 0.04% 222
2018
Q1 		$317K Sell
2,893
-110
-4% -$10.9K 0.05% 215
2017
Q4 		$272K Sell
3,003
-449
-13% -$39.2K 0.04% 230
2017
Q3 		$279K Hold
3,452
– – 0.05% 207
2017
Q2 		$261K Hold
3,452
– – 0.04% 211
2017
Q1 		$235K Sell
3,452
-953
-22% -$64.6K 0.04% 211
2016
Q4 		$292K Sell
4,405
-150
-3% -$9.75K 0.06% 183
2016
Q3 		$309K Hold
4,555
– – 0.06% 176
2016
Q2 		$297K Sell
4,555
-622
-12% -$38.5K 0.06% 170
2016
Q1 		$307K Sell
5,177
-1,592
-24% -$86.8K 0.06% 174
2015
Q4 		$364K Sell
6,769
-560
-8% -$31.4K 0.07% 170
2015
Q3 		$406K Buy
7,329
+3,234
+79% +$174K 0.09% 148
2015
Q2 		$205K Buy
+4,095
New +$218K 0.05% 179

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

Appleton Partners's BR Position: Q2 2026 in Review

Appleton Partners reduced its Broadridge (BR) stake by 3.6% in Q2 2026, selling an estimated $65.1K and leaving 11,706 shares worth $1.6M. The position accounts for 0.1% of the portfolio, ranked #125.

Appleton Partners first reported a position in BR in Q2 2015 and has held it in 45 quarters since. The position peaked at $5.29M in Q4 2021. 177 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Appleton Partners held 11,706 shares of Broadridge worth $1.6M as of Q2 2026.
  • Appleton Partners sold 431 Broadridge shares in Q2 2026, an estimated $65.1K.
  • Broadridge made up 0.1% of Appleton Partners's portfolio in Q2 2026, its #125 holding.
  • Appleton Partners first reported a position in Broadridge in Q2 2015 and has held it in 45 quarters since.
  • Appleton Partners's Broadridge position peaked at $5.29M in Q4 2021.
  • 177 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Appleton Partners's 13F filing for Q2 2026, filed 21 Jul 2026.