Bank Julius Baer & Co’s Broadridge BR Stock Holding History

Bank Julius Baer & 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 Q1	$1.41M	Sell	8,611 -7,513	-47%	-$1.43M	﹤0.01%	353
2025 Q4	$3.63M	Sell	16,124 -4,495	-22%	-$1.03M	0.01%	258
2025 Q3	$4.91M	Buy	20,619 +2,560	+14%	+$638K	0.01%	241
2025 Q2	$4.39M	Buy	+18,059	New	+$4.29M	0.01%	257
2021 Q4	–	Sell	-973	Closed	-$162K	–	837
2021 Q3	$162K	Sell	973 -129	-12%	-$22K	﹤0.01%	567
2021 Q2	$178K	Buy	1,102 +1	+0.1%	+$160	﹤0.01%	575
2021 Q1	$169K	Sell	1,101 -329	-23%	-$48.6K	﹤0.01%	564
2020 Q4	$219K	Buy	+1,430	New	+$207K	﹤0.01%	567

Other funds holding BR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank Julius Baer & Co's BR Position: Q1 2026 in Review

Bank Julius Baer & Co reduced its Broadridge (BR) stake by 47% in Q1 2026, selling an estimated $1.43M and leaving 8,611 shares worth $1.41M. The position accounts for ﹤0.01% of the portfolio, ranked #353.

Bank Julius Baer & Co first reported a position in BR in Q4 2020 and has held it in 8 quarters since. The position peaked at $4.91M in Q3 2025. 1,059 funds tracked by Wall St. Rank hold BR as of Q1 2026.

Bank Julius Baer & Co held 8,611 shares of Broadridge worth $1.41M as of Q1 2026.
Bank Julius Baer & Co sold 7,513 Broadridge shares in Q1 2026, an estimated $1.43M.
Broadridge made up ﹤0.01% of Bank Julius Baer & Co's portfolio in Q1 2026, its #353 holding.
Bank Julius Baer & Co first reported a position in Broadridge in Q4 2020 and has held it in 8 quarters since.
Bank Julius Baer & Co's Broadridge position peaked at $4.91M in Q3 2025.
1,059 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Bank Julius Baer & Co's 13F filing for Q1 2026, filed 5 May 2026.