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ARWA LLC’s Broadridge BR Stock Holding History

ARWA LLC’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 		– Sell
-2,654
Closed -$411K – 151
2026
Q1 		$411K Sell
2,654
-2,828
-52% -$537K 0.2% 99
2025
Q4 		$1.22M Buy
+5,482
New +$1.25M 0.71% 45

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

ARWA LLC's BR Position: Q2 2026 in Review

ARWA LLC sold out of Broadridge (BR) in Q2 2026, closing a stake of 2,654 shares — an estimated $411K sold.

ARWA LLC first reported a position in BR in Q4 2025 and held it in 2 quarters. The position peaked at $1.22M in Q4 2025. 1,008 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • ARWA LLC reported no remaining Broadridge position as of Q2 2026 after selling out during the quarter.
  • ARWA LLC sold 2,654 Broadridge shares in Q2 2026, an estimated $411K.
  • ARWA LLC first reported a position in Broadridge in Q4 2025 and held it in 2 quarters.
  • ARWA LLC's Broadridge position peaked at $1.22M in Q4 2025.
  • 1,008 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on ARWA LLC's 13F filing for Q2 2026, filed 24 Jul 2026.