Benjamin Edwards Inc’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 | $20.4M | Sell |
149,110
-20,040
| -12% | -$3.03M | 0.19% | 144 |
|
|
2026
Q1 | $27.5M | Sell |
169,150
-6,208
| -4% | -$1.18M | 0.27% | 111 |
|
|
2025
Q4 | $39.1M | Sell |
175,358
-2,092
| -1% | -$477K | 0.43% | 62 |
|
|
2025
Q3 | $42.3M | Buy |
177,450
+1,831
| +1% | +$456K | 0.48% | 58 |
|
|
2025
Q2 | $42.7M | Buy |
175,619
+1,421
| +0.8% | +$338K | 0.54% | 54 |
|
|
2025
Q1 | $42.2M | Buy |
174,198
+24,662
| +16% | +$5.8M | 0.59% | 50 |
|
|
2024
Q4 | $33.8M | Buy |
149,536
+2,532
| +2% | +$567K | 0.48% | 58 |
|
|
2024
Q3 | $31.6M | Buy |
147,004
+140,886
| +2,303% | +$29.5M | 0.46% | 58 |
|
|
2024
Q2 | $1.21M | Sell |
6,118
-166
| -3% | -$32.9K | 0.23% | 120 |
|
|
2024
Q1 | $1.29M | Buy |
6,284
+243
| +4% | +$49K | 0.26% | 105 |
|
|
2023
Q4 | $1.24M | Sell |
6,041
-26
| -0.4% | -$4.8K | 0.27% | 105 |
|
|
2023
Q3 | $1.09M | Sell |
6,067
-203
| -3% | -$36K | 0.26% | 118 |
|
|
2023
Q2 | $1.04M | Buy |
6,270
+28
| +0.4% | +$4.24K | 0.24% | 121 |
|
|
2023
Q1 | $915K | Sell |
6,242
-272
| -4% | -$38.9K | 0.22% | 127 |
|
|
2022
Q4 | $874K | Buy |
6,514
+302
| +5% | +$42.9K | 0.23% | 126 |
|
|
2022
Q3 | $897K | Sell |
6,212
-51
| -0.8% | -$8.28K | 0.27% | 110 |
|
|
2022
Q2 | $893K | Buy |
6,263
+130
| +2% | +$18.9K | 0.26% | 109 |
|
|
2022
Q1 | $955K | Buy |
6,133
+795
| +15% | +$122K | 0.28% | 109 |
|
|
2021
Q4 | $976K | Buy |
5,338
+90
| +2% | +$15.8K | 0.32% | 95 |
|
|
2021
Q3 | $874K | Buy |
5,248
+145
| +3% | +$24.7K | 0.53% | 64 |
|
|
2021
Q2 | $824K | Sell |
5,103
-73
| -1% | -$11.7K | 0.57% | 67 |
|
|
2021
Q1 | $792K | Buy |
5,176
+180
| +4% | +$26.6K | 0.6% | 67 |
|
|
2020
Q4 | $765K | Buy |
4,996
+66
| +1% | +$9.57K | 0.59% | 65 |
|
|
2020
Q3 | $651K | Sell |
4,930
-19
| -0.4% | -$2.54K | 0.54% | 67 |
|
|
2020
Q2 | $625K | Sell |
4,949
-4,845
| -49% | -$561K | 0.52% | 65 |
|
|
2020
Q1 | $929K | Buy |
9,794
+4,236
| +76% | +$483K | 0.96% | 22 |
|
|
2019
Q4 | $687K | Buy |
5,558
+487
| +10% | +$59.5K | 1.4% | 14 |
|
|
2019
Q3 | $631K | Buy |
5,071
+623
| +14% | +$80.2K | 1.37% | 15 |
|
|
2019
Q2 | $568K | Buy |
4,448
+2,938
| +195% | +$354K | 1.37% | 15 |
|
|
2019
Q1 | $157K | Buy |
+1,510
| New | +$151K | 0.75% | 26 |
|
Other funds holding BR
JT
Benjamin Edwards Inc's BR Position: Q2 2026 in Review
Benjamin Edwards Inc reduced its Broadridge (BR) stake by 12% in Q2 2026, selling an estimated $3.03M and leaving 149,110 shares worth $20.4M. The position accounts for 0.19% of the portfolio, ranked #144.
Benjamin Edwards Inc first reported a position in BR in Q1 2019 and has held it in 30 quarters since. The position peaked at $42.7M in Q2 2025. 1,011 funds tracked by Wall St. Rank hold BR as of Q2 2026.
- Benjamin Edwards Inc held 149,110 shares of Broadridge worth $20.4M as of Q2 2026.
- Benjamin Edwards Inc sold 20,040 Broadridge shares in Q2 2026, an estimated $3.03M.
- Broadridge made up 0.19% of Benjamin Edwards Inc's portfolio in Q2 2026, its #144 holding.
- Benjamin Edwards Inc first reported a position in Broadridge in Q1 2019 and has held it in 30 quarters since.
- Benjamin Edwards Inc's Broadridge position peaked at $42.7M in Q2 2025.
- 1,011 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.
Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.