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Bridges Investment Management’s Broadridge BR Stock Holding History

Bridges Investment 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 		$238K Sell
1,741
-100
-5% -$15.1K ﹤0.01% 379
2026
Q1 		$299K Sell
1,841
-3
-0.2% -$570 ﹤0.01% 342
2025
Q4 		$412K Hold
1,844
– – 0.01% 313
2025
Q3 		$439K Buy
1,844
+45
+3% +$11.2K 0.01% 307
2025
Q2 		$437K Sell
1,799
-77
-4% -$18.3K 0.01% 301
2025
Q1 		$455K Sell
1,876
-175
-9% -$41.2K 0.01% 290
2024
Q4 		$464K Sell
2,051
-3
-0.1% -$672 0.01% 294
2024
Q3 		$442K Buy
2,054
+3
+0.1% +$627 0.01% 292
2024
Q2 		$404K Buy
+2,051
New +$407K 0.01% 294
2021
Q4 		– Sell
-16,400
Closed -$2.73M – 223
2021
Q3 		$2.73M Hold
16,400
– – 0.09% 105
2021
Q2 		$2.65M Hold
16,400
– – 0.08% 105
2021
Q1 		$2.51M Hold
16,400
– – 0.07% 108
2020
Q4 		$2.51M Hold
16,400
– – 0.08% 107
2020
Q3 		$2.17M Hold
16,400
– – 0.07% 109
2020
Q2 		$2.07M Hold
16,400
– – 0.08% 109
2020
Q1 		$1.55M Sell
16,400
-200
-1% -$22.8K 0.07% 118
2019
Q4 		$2.05M Buy
16,600
+300
+2% +$36.7K 0.08% 120
2019
Q3 		$2.03M Sell
16,300
-325
-2% -$41.9K 0.08% 131
2019
Q2 		$2.12M Hold
16,625
– – 0.08% 124
2019
Q1 		$1.72M Hold
16,625
– – 0.07% 137
2018
Q4 		$1.6M Hold
16,625
– – 0.08% 134
2018
Q3 		$2.19M Hold
16,625
– – 0.11% 124
2018
Q2 		$1.91M Sell
16,625
-700
-4% -$79K 0.09% 136
2018
Q1 		$1.9M Buy
+17,325
New +$1.72M 0.09% 129

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

Bridges Investment Management's BR Position: Q2 2026 in Review

Bridges Investment Management reduced its Broadridge (BR) stake by 5.4% in Q2 2026, selling an estimated $15.1K and leaving 1,741 shares worth $238K. The position accounts for ﹤0.01% of the portfolio, ranked #379.

Bridges Investment Management first reported a position in BR in Q1 2018 and has held it in 24 quarters since. The position peaked at $2.73M in Q3 2021. 532 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Bridges Investment Management held 1,741 shares of Broadridge worth $238K as of Q2 2026.
  • Bridges Investment Management sold 100 Broadridge shares in Q2 2026, an estimated $15.1K.
  • Broadridge made up ﹤0.01% of Bridges Investment Management's portfolio in Q2 2026, its #379 holding.
  • Bridges Investment Management first reported a position in Broadridge in Q1 2018 and has held it in 24 quarters since.
  • Bridges Investment Management's Broadridge position peaked at $2.73M in Q3 2021.
  • 532 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Bridges Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.