Bank of Montreal’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $18.3M | Buy |
133,558
+14,172
| +12% | +$2.14M | 0.01% | 957 |
|
|
2026
Q1 | $19.4M | Buy |
119,386
+14,930
| +14% | +$2.84M | 0.01% | 849 |
|
|
2025
Q4 | $23.3M | Buy |
104,456
+5,964
| +6% | +$1.36M | 0.01% | 802 |
|
|
2025
Q3 | $23.5M | Buy |
98,492
+11,754
| +14% | +$2.93M | 0.01% | 726 |
|
|
2025
Q2 | $21.1M | Sell |
86,738
-33,322
| -28% | -$7.92M | 0.01% | 707 |
|
|
2025
Q1 | $29.1M | Sell |
120,060
-31,085
| -21% | -$7.32M | 0.01% | 578 |
|
|
2024
Q4 | $34.2M | Buy |
151,145
+11,382
| +8% | +$2.55M | 0.02% | 571 |
|
|
2024
Q3 | $29.6M | Buy |
139,763
+28,720
| +26% | +$6.01M | 0.01% | 630 |
|
|
2024
Q2 | $22.4M | Buy |
111,043
+8,360
| +8% | +$1.66M | 0.01% | 725 |
|
|
2024
Q1 | $20.9M | Sell |
102,683
-9,451
| -8% | -$1.91M | 0.01% | 725 |
|
|
2023
Q4 | $23.2M | Buy |
112,134
+29,897
| +36% | +$5.52M | 0.01% | 736 |
|
|
2023
Q3 | $15.2M | Buy |
82,237
+8,945
| +12% | +$1.58M | 0.01% | 810 |
|
|
2023
Q2 | $12.2M | Buy |
73,292
+13,341
| +22% | +$2.02M | ﹤0.01% | 940 |
|
|
2023
Q1 | $8.81M | Sell |
59,951
-40,274
| -40% | -$5.76M | ﹤0.01% | 993 |
|
|
2022
Q4 | $13.6M | Buy |
100,225
+41,648
| +71% | +$5.92M | 0.01% | 844 |
|
|
2022
Q3 | $9.6K | Sell |
58,577
-59,675
| -50% | -$9.69M | ﹤0.01% | 1011 |
|
|
2022
Q2 | $16.7K | Buy |
118,252
+4,756
| +4% | +$690K | 0.01% | 825 |
|
|
2022
Q1 | $17.7M | Sell |
113,496
-13,796
| -11% | -$2.12M | 0.01% | 879 |
|
|
2021
Q4 | $23.4M | Sell |
127,292
-23,858
| -16% | -$4.19M | 0.01% | 684 |
|
|
2021
Q3 | $25.6M | Buy |
151,150
+7,840
| +5% | +$1.34M | 0.01% | 806 |
|
|
2021
Q2 | $23.2M | Buy |
143,310
+21,232
| +17% | +$3.39M | 0.01% | 830 |
|
|
2021
Q1 | $18.8M | Sell |
122,078
-14,731
| -11% | -$2.18M | 0.01% | 718 |
|
|
2020
Q4 | $21.2M | Buy |
136,809
+41,720
| +44% | +$6.05M | 0.01% | 679 |
|
|
2020
Q3 | $12.9M | Buy |
95,089
+5,903
| +7% | +$789K | 0.01% | 744 |
|
|
2020
Q2 | $11.4M | Buy |
89,186
+3,302
| +4% | +$382K | 0.01% | 782 |
|
|
2020
Q1 | $7.91M | Sell |
85,884
-54,289
| -39% | -$6.19M | 0.01% | 790 |
|
|
2019
Q4 | $17.3M | Buy |
140,173
+22,665
| +19% | +$2.77M | 0.01% | 737 |
|
|
2019
Q3 | $14.6M | Buy |
117,508
+4,395
| +4% | +$566K | 0.01% | 731 |
|
|
2019
Q2 | $14.4M | Buy |
113,113
+1,302
| +1% | +$157K | 0.01% | 753 |
|
|
2019
Q1 | $11.6M | Buy |
111,811
+29,129
| +35% | +$2.92M | 0.01% | 804 |
|
|
2018
Q4 | $7.96M | Sell |
82,682
-77,142
| -48% | -$8.35M | 0.01% | 865 |
|
|
2018
Q3 | $21.1M | Buy |
159,824
+2,401
| +2% | +$305K | 0.02% | 630 |
|
|
2018
Q2 | $18.1M | Buy |
157,423
+6,742
| +4% | +$761K | 0.02% | 662 |
|
|
2018
Q1 | $16.5M | Buy |
150,681
+116,948
| +347% | +$11.6M | 0.01% | 676 |
|
|
2017
Q4 | $3.06M | Buy |
33,733
+3,122
| +10% | +$272K | ﹤0.01% | 1370 |
|
|
2017
Q3 | $2.48M | Buy |
30,611
+1,087
| +4% | +$83.7K | ﹤0.01% | 1519 |
|
|
2017
Q2 | $2.23M | Buy |
29,524
+1,204
| +4% | +$86.9K | ﹤0.01% | 1569 |
|
|
2017
Q1 | $1.92M | Buy |
28,320
+1,397
| +5% | +$94.7K | ﹤0.01% | 1554 |
|
|
2016
Q4 | $1.74M | Sell |
26,923
-190,913
| -88% | -$12.4M | ﹤0.01% | 1638 |
|
|
2016
Q3 | $14.8M | Buy |
217,836
+197,425
| +967% | +$13.5M | 0.02% | 658 |
|
|
2016
Q2 | $1.33M | Buy |
20,411
+9,583
| +89% | +$594K | ﹤0.01% | 1701 |
|
|
2016
Q1 | $642K | Buy |
10,828
+770
| +8% | +$42K | ﹤0.01% | 1940 |
|
|
2015
Q4 | $540K | Sell |
10,058
-13,902
| -58% | -$780K | ﹤0.01% | 1957 |
|
|
2015
Q3 | $1.33M | Sell |
23,960
-6,471
| -21% | -$348K | ﹤0.01% | 1461 |
|
|
2015
Q2 | $1.52M | Sell |
30,431
-156,481
| -84% | -$8.34M | ﹤0.01% | 1488 |
|
|
2015
Q1 | $10.3M | Buy |
186,912
+183,488
| +5,359% | +$9.32M | 0.01% | 792 |
|
|
2014
Q4 | $157K | Buy |
3,424
+50
| +1% | +$2.19K | ﹤0.01% | 2570 |
|
|
2014
Q3 | $141K | Sell |
3,374
-16,823
| -83% | -$699K | ﹤0.01% | 2680 |
|
|
2014
Q2 | $841K | Sell |
20,197
-82,431
| -80% | -$3.23M | ﹤0.01% | 1834 |
|
|
2014
Q1 | $3.81M | Buy |
102,628
+81,400
| +383% | +$3.05M | ﹤0.01% | 1041 |
|
|
2013
Q4 | $839K | Buy |
21,228
+1,918
| +10% | +$69.3K | ﹤0.01% | 1547 |
|
|
2013
Q3 | $613K | Buy |
19,310
+1,551
| +9% | +$46.1K | ﹤0.01% | 1708 |
|
|
2013
Q2 | $472K | Buy |
+17,759
| New | +$457K | ﹤0.01% | 1779 |
|
Other funds holding BR
VCM
VPM
SSP
Bank of Montreal's BR Position: Q2 2026 in Review
Bank of Montreal increased its Broadridge (BR) stake by 12% in Q2 2026, buying an estimated $2.14M and bringing the position to 133,558 shares worth $18.3M. The position accounts for 0.01% of the portfolio, ranked #957.
Bank of Montreal first reported a position in BR in Q2 2013 and has held it in 53 quarters since. The position peaked at $34.2M in Q4 2024. 853 funds tracked by Wall St. Rank hold BR as of Q2 2026.
- Bank of Montreal held 133,558 shares of Broadridge worth $18.3M as of Q2 2026.
- Bank of Montreal bought 14,172 Broadridge shares in Q2 2026, an estimated $2.14M.
- Broadridge made up 0.01% of Bank of Montreal's portfolio in Q2 2026, its #957 holding.
- Bank of Montreal first reported a position in Broadridge in Q2 2013 and has held it in 53 quarters since.
- Bank of Montreal's Broadridge position peaked at $34.2M in Q4 2024.
- 853 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.
Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.