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Burton Enright Welch’s Broadridge BR Stock Holding History

Burton Enright Welch’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 		$232K Buy
1,695
+14
+0.8% +$2.11K 0.03% 131
2026
Q1 		$273K Buy
+1,681
New +$319K 0.04% 117

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

Burton Enright Welch's BR Position: Q2 2026 in Review

Burton Enright Welch increased its Broadridge (BR) stake by 0.83% in Q2 2026, buying an estimated $2.11K and bringing the position to 1,695 shares worth $232K. The position accounts for 0.03% of the portfolio, ranked #131.

Burton Enright Welch first reported a position in BR in Q1 2026 and has held it in 2 quarters since. The position peaked at $273K in Q1 2026. 1,014 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Burton Enright Welch held 1,695 shares of Broadridge worth $232K as of Q2 2026.
  • Burton Enright Welch bought 14 Broadridge shares in Q2 2026, an estimated $2.11K.
  • Broadridge made up 0.03% of Burton Enright Welch's portfolio in Q2 2026, its #131 holding.
  • Burton Enright Welch first reported a position in Broadridge in Q1 2026 and has held it in 2 quarters since.
  • Burton Enright Welch's Broadridge position peaked at $273K in Q1 2026.
  • 1,014 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Burton Enright Welch's 13F filing for Q2 2026, filed 17 Jul 2026.