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Brady Family Wealth’s Broadridge BR Stock Holding History

Brady Family 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 		$3.46M Sell
25,244
-2,541
-9% -$384K 1% 34
2026
Q1 		$4.51M Buy
27,785
+2,182
+9% +$415K 1.41% 26
2025
Q4 		$5.71M Sell
25,603
-194
-0.8% -$44.2K 1.76% 19
2025
Q3 		$6.14M Sell
25,797
-1,443
-5% -$359K 1.9% 13
2025
Q2 		$6.62M Sell
27,240
-473
-2% -$112K 2.05% 13
2025
Q1 		$6.72M Buy
27,713
+100
+0.4% +$23.5K 2.15% 12
2024
Q4 		$6.24M Sell
27,613
-961
-3% -$215K 1.92% 13
2024
Q3 		$6.14M Sell
28,574
-482
-2% -$101K 1.84% 17
2024
Q2 		$5.72M Buy
29,056
+152
+0.5% +$30.2K 1.85% 17
2024
Q1 		$5.92M Sell
28,904
-370
-1% -$74.6K 1.92% 13
2023
Q4 		$6.02M Sell
29,274
-144
-0.5% -$26.6K 2.06% 12
2023
Q3 		$5.27M Sell
29,418
-728
-2% -$129K 2.04% 13
2023
Q2 		$4.99M Buy
30,146
+265
+0.9% +$40.1K 1.86% 12
2023
Q1 		$4.38M Buy
29,881
+1,932
+7% +$276K 1.73% 16
2022
Q4 		$3.75M Buy
+27,949
New +$3.97M 1.55% 23

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

Brady Family Wealth's BR Position: Q2 2026 in Review

Brady Family Wealth reduced its Broadridge (BR) stake by 9.1% in Q2 2026, selling an estimated $384K and leaving 25,244 shares worth $3.46M. The position accounts for 1% of the portfolio, ranked #34.

Brady Family Wealth first reported a position in BR in Q4 2022 and has held it in 15 quarters since. The position peaked at $6.72M in Q1 2025. 1,011 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Brady Family Wealth held 25,244 shares of Broadridge worth $3.46M as of Q2 2026.
  • Brady Family Wealth sold 2,541 Broadridge shares in Q2 2026, an estimated $384K.
  • Broadridge made up 1% of Brady Family Wealth's portfolio in Q2 2026, its #34 holding.
  • Brady Family Wealth first reported a position in Broadridge in Q4 2022 and has held it in 15 quarters since.
  • Brady Family Wealth's Broadridge position peaked at $6.72M in Q1 2025.
  • 1,011 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Brady Family Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.