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B. Metzler seel. Sohn & Co’s Broadridge BR Stock Holding History

B. Metzler seel. Sohn & Co’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 		$7.37M Sell
53,832
-106,897
-67% -$16.1M 0.06% 165
2026
Q1 		$26.1M Buy
160,729
+18,155
+13% +$3.45M 0.24% 59
2025
Q4 		$31.9M Sell
142,574
-44,620
-24% -$10.2M 0.28% 51
2025
Q3 		$44.6M Sell
187,194
-8,418
-4% -$2.1M 0.39% 42
2025
Q2 		$47.5M Sell
195,612
-11,825
-6% -$2.81M 0.45% 38
2025
Q1 		$50.3M Buy
207,437
+6,936
+3% +$1.63M 0.52% 37
2024
Q4 		$45.3M Sell
200,501
-7,589
-4% -$1.7M 0.47% 38
2024
Q3 		$44.7M Buy
208,090
+15,917
+8% +$3.33M 0.44% 43
2024
Q2 		$37.9M Buy
192,173
+3,997
+2% +$793K 0.37% 49
2024
Q1 		$38.5M Buy
188,176
+16,997
+10% +$3.43M 0.43% 49
2023
Q4 		$35.2M Buy
171,179
+15,152
+10% +$2.8M 0.45% 48
2023
Q3 		$27.9M Sell
156,027
-15,233
-9% -$2.7M 0.42% 46
2023
Q2 		$28.4M Sell
171,260
-5,265
-3% -$797K 0.38% 47
2023
Q1 		$25.9M Buy
176,525
+1,195
+0.7% +$171K 0.4% 46
2022
Q4 		$23.5M Buy
175,330
+26,971
+18% +$3.83M 0.4% 47
2022
Q3 		$21.4M Sell
148,359
-2,850
-2% -$463K 0.39% 48
2022
Q2 		$21.6M Sell
151,209
-4,550
-3% -$660K 0.35% 51
2022
Q1 		$24.3M Buy
155,759
+16,700
+12% +$2.56M 0.32% 53
2021
Q4 		$25.4M Buy
139,059
+8,460
+6% +$1.49M 0.33% 56
2021
Q3 		$21.8M Buy
130,599
+9,200
+8% +$1.57M 0.32% 58
2021
Q2 		$19.6M Buy
121,399
+2,725
+2% +$436K 0.29% 61
2021
Q1 		$18.2M Buy
118,674
+9,290
+8% +$1.37M 0.3% 56
2020
Q4 		$18M Buy
+109,384
New +$15.9M 0.33% 55

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

B. Metzler seel. Sohn & Co's BR Position: Q2 2026 in Review

B. Metzler seel. Sohn & Co reduced its Broadridge (BR) stake by 67% in Q2 2026, selling an estimated $16.1M and leaving 53,832 shares worth $7.37M. The position accounts for 0.06% of the portfolio, ranked #165.

B. Metzler seel. Sohn & Co first reported a position in BR in Q4 2020 and has held it in 23 quarters since. The position peaked at $50.3M in Q1 2025. 1,017 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • B. Metzler seel. Sohn & Co held 53,832 shares of Broadridge worth $7.37M as of Q2 2026.
  • B. Metzler seel. Sohn & Co sold 106,897 Broadridge shares in Q2 2026, an estimated $16.1M.
  • Broadridge made up 0.06% of B. Metzler seel. Sohn & Co's portfolio in Q2 2026, its #165 holding.
  • B. Metzler seel. Sohn & Co first reported a position in Broadridge in Q4 2020 and has held it in 23 quarters since.
  • B. Metzler seel. Sohn & Co's Broadridge position peaked at $50.3M in Q1 2025.
  • 1,017 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on B. Metzler seel. Sohn & Co's 13F filing for Q2 2026, filed 11 Aug 2026.