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Aware Super’s Broadridge BR Stock Holding History

Aware Super’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 		$9.44M Sell
68,921
-1,058
-2% -$160K 0.13% 135
2026
Q1 		$11.4M Buy
+69,979
New +$13.3M 0.17% 134
2025
Q3 		$1.03M Buy
+4,320
New +$1.08M 0.01% 213
2023
Q4 		$964K Buy
+4,320
New +$797K 0.01% 226

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

Aware Super's BR Position: Q2 2026 in Review

Aware Super reduced its Broadridge (BR) stake by 1.5% in Q2 2026, selling an estimated $160K and leaving 68,921 shares worth $9.44M. The position accounts for 0.13% of the portfolio, ranked #135.

Aware Super first reported a position in BR in Q4 2023 and has held it in 4 quarters since. The position peaked at $11.4M in Q1 2026. 1,017 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Aware Super held 68,921 shares of Broadridge worth $9.44M as of Q2 2026.
  • Aware Super sold 1,058 Broadridge shares in Q2 2026, an estimated $160K.
  • Broadridge made up 0.13% of Aware Super's portfolio in Q2 2026, its #135 holding.
  • Aware Super first reported a position in Broadridge in Q4 2023 and has held it in 4 quarters since.
  • Aware Super's Broadridge position peaked at $11.4M in Q1 2026.
  • 1,017 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Aware Super's 13F filing for Q2 2026, filed 29 Jul 2026.