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Bridgewater Advisors’s Broadridge BR Stock Holding History

Bridgewater 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 		$553K Sell
3,594
-20
-0.6% -$3.02K 0.03% 249
2026
Q1 		$511K Buy
3,614
+53
+1% +$10.1K 0.03% 243
2025
Q4 		$729K Buy
3,561
+15
+0.4% +$3.42K 0.05% 190
2025
Q3 		$768K Buy
3,546
+7
+0.2% +$1.74K 0.05% 172
2025
Q2 		$878K Buy
3,539
+25
+0.7% +$5.94K 0.07% 152
2025
Q1 		$842K Buy
+3,514
New +$827K 0.07% 137
2022
Q3 		– Sell
-3,251
Closed -$463K – 141
2022
Q2 		$463K Sell
3,251
-68
-2% -$9.87K 0.1% 142
2022
Q1 		$517K Buy
3,319
+68
+2% +$10.4K 0.13% 139
2021
Q4 		$594K Hold
3,251
– – 0.13% 134
2021
Q3 		$542K Hold
3,251
– – 0.15% 133
2021
Q2 		$525K Hold
3,251
– – 0.17% 133
2021
Q1 		$517K Buy
+3,251
New +$480K 0.26% 89

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 $3.38T AUM 44.17% 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

Bridgewater Advisors's BR Position: Q2 2026 in Review

Bridgewater Advisors reduced its Broadridge (BR) stake by 0.55% in Q2 2026, selling an estimated $3.02K and leaving 3,594 shares worth $553K. The position accounts for 0.03% of the portfolio, ranked #249.

Bridgewater Advisors first reported a position in BR in Q1 2021 and has held it in 12 quarters since. The position peaked at $878K in Q2 2025. 1,021 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Bridgewater Advisors held 3,594 shares of Broadridge worth $553K as of Q2 2026.
  • Bridgewater Advisors sold 20 Broadridge shares in Q2 2026, an estimated $3.02K.
  • Broadridge made up 0.03% of Bridgewater Advisors's portfolio in Q2 2026, its #249 holding.
  • Bridgewater Advisors first reported a position in Broadridge in Q1 2021 and has held it in 12 quarters since.
  • Bridgewater Advisors's Broadridge position peaked at $878K in Q2 2025.
  • 1,021 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Bridgewater Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.