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Brown Miller Wealth Management’s Broadridge BR Stock Holding History

Brown Miller Wealth 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 		$377K Buy
2,751
+90
+3% +$13.6K 0.09% 152
2026
Q1 		$432K Buy
2,661
+53
+2% +$10.1K 0.12% 131
2025
Q4 		$582K Buy
2,608
+18
+0.7% +$4.11K 0.16% 100
2025
Q3 		$617K Buy
2,590
+15
+0.6% +$3.74K 0.17% 91
2025
Q2 		$626K Buy
2,575
+8
+0.3% +$1.9K 0.19% 89
2025
Q1 		$622K Buy
+2,567
New +$604K 0.22% 90

Other funds holding BR

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $965M AUM 10.64% 1-Year Est. Return
LA
LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return
MCM
McRae Capital Management Morristown, New Jersey $508M AUM 14.21% 1-Year Est. Return

Brown Miller Wealth Management's BR Position: Q2 2026 in Review

Brown Miller Wealth Management increased its Broadridge (BR) stake by 3.4% in Q2 2026, buying an estimated $13.6K and bringing the position to 2,751 shares worth $377K. The position accounts for 0.09% of the portfolio, ranked #152.

Brown Miller Wealth Management first reported a position in BR in Q1 2025 and has held it in 6 quarters since. The position peaked at $626K in Q2 2025. 236 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Brown Miller Wealth Management held 2,751 shares of Broadridge worth $377K as of Q2 2026.
  • Brown Miller Wealth Management bought 90 Broadridge shares in Q2 2026, an estimated $13.6K.
  • Broadridge made up 0.09% of Brown Miller Wealth Management's portfolio in Q2 2026, its #152 holding.
  • Brown Miller Wealth Management first reported a position in Broadridge in Q1 2025 and has held it in 6 quarters since.
  • Brown Miller Wealth Management's Broadridge position peaked at $626K in Q2 2025.
  • 236 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Brown Miller Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.