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Bennett Associates Wealth Management’s Broadridge BR Stock Holding History

Bennett Associates 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 		$247K Buy
1,801
+112
+7% +$16.9K 0.15% 50
2026
Q1 		$274K Buy
1,689
+229
+16% +$43.5K 0.19% 48
2025
Q4 		$326K Buy
+1,460
New +$333K 0.23% 43

Other funds holding BR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM

Bennett Associates Wealth Management's BR Position: Q2 2026 in Review

Bennett Associates Wealth Management increased its Broadridge (BR) stake by 6.6% in Q2 2026, buying an estimated $16.9K and bringing the position to 1,801 shares worth $247K. The position accounts for 0.15% of the portfolio, ranked #50.

Bennett Associates Wealth Management first reported a position in BR in Q4 2025 and has held it in 3 quarters since. The position peaked at $326K in Q4 2025. 1,017 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Bennett Associates Wealth Management held 1,801 shares of Broadridge worth $247K as of Q2 2026.
  • Bennett Associates Wealth Management bought 112 Broadridge shares in Q2 2026, an estimated $16.9K.
  • Broadridge made up 0.15% of Bennett Associates Wealth Management's portfolio in Q2 2026, its #50 holding.
  • Bennett Associates Wealth Management first reported a position in Broadridge in Q4 2025 and has held it in 3 quarters since.
  • Bennett Associates Wealth Management's Broadridge position peaked at $326K in Q4 2025.
  • 1,017 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Bennett Associates Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.