Bangor Savings Bank’s Broadridge BR Stock Holding History

Bangor Savings Bank’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	$34.2K	Hold	250	–	–	﹤0.01%	328
2026 Q1	$40.6K	Hold	250	–	–	﹤0.01%	309
2025 Q4	$55.8K	Sell	250 -114	-31%	-$26K	﹤0.01%	289
2025 Q3	$86.7K	Hold	364	–	–	0.01%	253
2025 Q2	$88.5K	Hold	364	–	–	0.01%	253
2025 Q1	$88.3K	Sell	364 -88	-19%	-$20.7K	0.01%	250
2024 Q4	$102K	Hold	452	–	–	0.01%	246
2024 Q3	$97.2K	Hold	452	–	–	0.01%	250
2024 Q2	$89K	Hold	452	–	–	0.01%	253
2024 Q1	$92.6K	Hold	452	–	–	0.01%	245
2023 Q4	$93K	Hold	452	–	–	0.01%	247
2023 Q3	$80.9K	Hold	452	–	–	0.01%	254
2023 Q2	$74.9K	Hold	452	–	–	0.01%	267
2023 Q1	$66.3K	Hold	452	–	–	0.01%	272
2022 Q4	$60K	Hold	452	–	–	0.01%	281
2022 Q3	$65K	Sell	452 -2	-0.4%	-$325	0.01%	267
2022 Q2	$64K	Buy	+454	New	+$65.9K	0.01%	274

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

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 Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return

Bangor Savings Bank's BR Position: Q2 2026 in Review

Bangor Savings Bank held its Broadridge (BR) position steady in Q2 2026 at 250 shares worth $34.2K. The position accounts for ﹤0.01% of the portfolio, ranked #328.

Bangor Savings Bank first reported a position in BR in Q2 2022 and has held it in 17 quarters since. The position peaked at $102K in Q4 2024. 123 funds tracked by Wall St. Rank hold BR as of Q2 2026.

Bangor Savings Bank held 250 shares of Broadridge worth $34.2K as of Q2 2026.
Bangor Savings Bank left its Broadridge share count unchanged in Q2 2026.
Broadridge made up ﹤0.01% of Bangor Savings Bank's portfolio in Q2 2026, its #328 holding.
Bangor Savings Bank first reported a position in Broadridge in Q2 2022 and has held it in 17 quarters since.
Bangor Savings Bank's Broadridge position peaked at $102K in Q4 2024.
123 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Bangor Savings Bank's 13F filing for Q2 2026, filed 6 Jul 2026.