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Baron Wealth Management’s Broadridge BR Stock Holding History

Baron Wealth Management’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 		$243K Sell
1,777
-126
-7% -$19K 0.06% 248
2026
Q1 		$309K Buy
1,903
+954
+101% +$181K 0.09% 175
2025
Q4 		$212K Sell
949
-112
-11% -$25.5K 0.07% 230
2025
Q3 		$253K Sell
1,061
-112
-10% -$27.9K 0.08% 183
2025
Q2 		$285K Buy
1,173
+228
+24% +$54.2K 0.1% 148
2025
Q1 		$229K Buy
+945
New +$222K 0.1% 170

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
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

Baron Wealth Management's BR Position: Q2 2026 in Review

Baron Wealth Management reduced its Broadridge (BR) stake by 6.6% in Q2 2026, selling an estimated $19K and leaving 1,777 shares worth $243K. The position accounts for 0.06% of the portfolio, ranked #248.

Baron Wealth Management first reported a position in BR in Q1 2025 and has held it in 6 quarters since. The position peaked at $309K in Q1 2026. 209 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Baron Wealth Management held 1,777 shares of Broadridge worth $243K as of Q2 2026.
  • Baron Wealth Management sold 126 Broadridge shares in Q2 2026, an estimated $19K.
  • Broadridge made up 0.06% of Baron Wealth Management's portfolio in Q2 2026, its #248 holding.
  • Baron Wealth Management first reported a position in Broadridge in Q1 2025 and has held it in 6 quarters since.
  • Baron Wealth Management's Broadridge position peaked at $309K in Q1 2026.
  • 209 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Baron Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.