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Birch Hill Investment Advisors’s Broadridge BR Stock Holding History

Birch Hill Investment Advisors’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 		$1.02M Sell
7,425
-7,370
-50% -$1.11M 0.04% 112
2026
Q1 		$2.4M Buy
14,795
+5,882
+66% +$1.12M 0.11% 79
2025
Q4 		$1.99M Buy
8,913
+1,885
+27% +$430K 0.08% 85
2025
Q3 		$1.67M Buy
7,028
+3,613
+106% +$900K 0.07% 92
2025
Q2 		$830K Buy
+3,415
New +$812K 0.04% 119

Other funds holding BR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JIM
Jensen Investment Management Lake Oswego, Oregon $4.13B AUM 8.88% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Birch Hill Investment Advisors's BR Position: Q2 2026 in Review

Birch Hill Investment Advisors reduced its Broadridge (BR) stake by 50% in Q2 2026, selling an estimated $1.11M and leaving 7,425 shares worth $1.02M. The position accounts for 0.04% of the portfolio, ranked #112.

Birch Hill Investment Advisors first reported a position in BR in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.4M in Q1 2026. 532 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Birch Hill Investment Advisors held 7,425 shares of Broadridge worth $1.02M as of Q2 2026.
  • Birch Hill Investment Advisors sold 7,370 Broadridge shares in Q2 2026, an estimated $1.11M.
  • Broadridge made up 0.04% of Birch Hill Investment Advisors's portfolio in Q2 2026, its #112 holding.
  • Birch Hill Investment Advisors first reported a position in Broadridge in Q2 2025 and has held it in 5 quarters since.
  • Birch Hill Investment Advisors's Broadridge position peaked at $2.4M in Q1 2026.
  • 532 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Birch Hill Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.