Basepoint Wealth’s Broadridge BR Stock Holding History

Basepoint Wealth’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	$1.12K	Hold	8	–	–	﹤0.01%	562
2026 Q1	$1.33K	Hold	8	–	–	﹤0.01%	558
2025 Q4	$1.81K	Buy	+8	New	+$1.82K	﹤0.01%	525

Other funds holding BR

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Basepoint Wealth's BR Position: Q2 2026 in Review

Basepoint Wealth held its Broadridge (BR) position steady in Q2 2026 at 8 shares worth $1.12K. The position accounts for ﹤0.01% of the portfolio, ranked #562.

Basepoint Wealth first reported a position in BR in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.81K in Q4 2025. 1,017 funds tracked by Wall St. Rank hold BR as of Q2 2026.

Basepoint Wealth held 8 shares of Broadridge worth $1.12K as of Q2 2026.
Basepoint Wealth left its Broadridge share count unchanged in Q2 2026.
Broadridge made up ﹤0.01% of Basepoint Wealth's portfolio in Q2 2026, its #562 holding.
Basepoint Wealth first reported a position in Broadridge in Q4 2025 and has held it in 3 quarters since.
Basepoint Wealth's Broadridge position peaked at $1.81K in Q4 2025.
1,017 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Basepoint Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.