Burk Holdings’s Broadridge BR Stock Holding History

Burk Holdings’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	$1.51K	Hold	11	–	–	﹤0.01%	545
2026 Q1	$1.79K	Buy	+11	New	+$2.09K	﹤0.01%	526

Other funds holding BR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Burk Holdings's BR Position: Q2 2026 in Review

Burk Holdings held its Broadridge (BR) position steady in Q2 2026 at 11 shares worth $1.51K. The position accounts for ﹤0.01% of the portfolio, ranked #545.

Burk Holdings first reported a position in BR in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.79K in Q1 2026. 1,017 funds tracked by Wall St. Rank hold BR as of Q2 2026.

Burk Holdings held 11 shares of Broadridge worth $1.51K as of Q2 2026.
Burk Holdings left its Broadridge share count unchanged in Q2 2026.
Broadridge made up ﹤0.01% of Burk Holdings's portfolio in Q2 2026, its #545 holding.
Burk Holdings first reported a position in Broadridge in Q1 2026 and has held it in 2 quarters since.
Burk Holdings's Broadridge position peaked at $1.79K in Q1 2026.
1,017 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Burk Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.