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Boston Trust Walden’s Broadridge BR Stock Holding History

Boston Trust Walden’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 		$4.32M Sell
31,533
-8,496
-21% -$1.28M 0.03% 232
2026
Q1 		$6.5M Buy
40,029
+9,170
+30% +$1.74M 0.05% 223
2025
Q4 		$6.89M Sell
30,859
-1,960
-6% -$447K 0.05% 214
2025
Q3 		$7.82M Hold
32,819
– – 0.06% 210
2025
Q2 		$7.98M Sell
32,819
-393
-1% -$93.4K 0.06% 214
2025
Q1 		$8.05M Sell
33,212
-213
-0.6% -$50.1K 0.06% 215
2024
Q4 		$7.56M Sell
33,425
-6
-0% -$1.34K 0.05% 216
2024
Q3 		$7.19M Sell
33,431
-367
-1% -$76.8K 0.05% 219
2024
Q2 		$6.66M Buy
33,798
+165
+0.5% +$32.7K 0.05% 219
2024
Q1 		$6.89M Sell
33,633
-17,821
-35% -$3.59M 0.05% 218
2023
Q4 		$10.6M Sell
51,454
-158,336
-75% -$29.2M 0.08% 189
2023
Q3 		$37.6M Sell
209,790
-71,358
-25% -$12.6M 0.31% 110
2023
Q2 		$46.6M Buy
281,148
+18,406
+7% +$2.79M 0.38% 97
2023
Q1 		$38.5M Buy
262,742
+8,285
+3% +$1.19M 0.33% 114
2022
Q4 		$34.1M Buy
254,457
+790
+0.3% +$112K 0.3% 125
2022
Q3 		$36.6M Sell
253,667
-31,126
-11% -$5.05M 0.36% 98
2022
Q2 		$40.6M Buy
284,793
+50,781
+22% +$7.37M 0.38% 91
2022
Q1 		$36.4M Buy
234,012
+52,598
+29% +$8.07M 0.3% 120
2021
Q4 		$33.2M Buy
181,414
+83
+0% +$14.6K 0.27% 131
2021
Q3 		$30.2M Sell
181,331
-2,228
-1% -$379K 0.27% 138
2021
Q2 		$29.6M Buy
183,559
+11,585
+7% +$1.85M 0.26% 137
2021
Q1 		$26.3M Buy
171,974
+44,428
+35% +$6.56M 0.26% 138
2020
Q4 		$19.5M Buy
127,546
+82,240
+182% +$11.9M 0.21% 154
2020
Q3 		$5.98M Buy
45,306
+25
+0.1% +$3.34K 0.07% 224
2020
Q2 		$5.71M Buy
+45,281
New +$5.24M 0.08% 222

Other funds holding BR

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Boston Trust Walden's BR Position: Q2 2026 in Review

Boston Trust Walden reduced its Broadridge (BR) stake by 21% in Q2 2026, selling an estimated $1.28M and leaving 31,533 shares worth $4.32M. The position accounts for 0.03% of the portfolio, ranked #232.

Boston Trust Walden first reported a position in BR in Q2 2020 and has held it in 25 quarters since. The position peaked at $46.6M in Q2 2023. 356 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Boston Trust Walden held 31,533 shares of Broadridge worth $4.32M as of Q2 2026.
  • Boston Trust Walden sold 8,496 Broadridge shares in Q2 2026, an estimated $1.28M.
  • Broadridge made up 0.03% of Boston Trust Walden's portfolio in Q2 2026, its #232 holding.
  • Boston Trust Walden first reported a position in Broadridge in Q2 2020 and has held it in 25 quarters since.
  • Boston Trust Walden's Broadridge position peaked at $46.6M in Q2 2023.
  • 356 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Boston Trust Walden's 13F filing for Q2 2026, filed 24 Jul 2026.