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Calamos Wealth Management’s Broadridge BR Stock Holding History

Calamos 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 		$201K Buy
1,465
+30
+2% +$4.53K 0.01% 441
2026
Q1 		$233K Buy
+1,435
New +$273K 0.01% 492

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

Calamos Wealth Management's BR Position: Q2 2026 in Review

Calamos Wealth Management increased its Broadridge (BR) stake by 2.1% in Q2 2026, buying an estimated $4.53K and bringing the position to 1,465 shares worth $201K. The position accounts for 0.01% of the portfolio, ranked #441.

Calamos Wealth Management first reported a position in BR in Q1 2026 and has held it in 2 quarters since. The position peaked at $233K in Q1 2026. 1,017 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Calamos Wealth Management held 1,465 shares of Broadridge worth $201K as of Q2 2026.
  • Calamos Wealth Management bought 30 Broadridge shares in Q2 2026, an estimated $4.53K.
  • Broadridge made up 0.01% of Calamos Wealth Management's portfolio in Q2 2026, its #441 holding.
  • Calamos Wealth Management first reported a position in Broadridge in Q1 2026 and has held it in 2 quarters since.
  • Calamos Wealth Management's Broadridge position peaked at $233K in Q1 2026.
  • 1,017 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Calamos Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.