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CBIZ Investment Advisory Services’s Broadridge BR Stock Holding History

CBIZ Investment Advisory Services’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 		$4.74K Hold
29
– – ﹤0.01% 233
2026
Q1 		$4.74K Sell
29
-8
-22% -$1.52K ﹤0.01% 233
2025
Q4 		$8.29K Buy
37
+1
+3% +$228 ﹤0.01% 416
2025
Q3 		$8.61K Buy
36
+31
+620% +$7.72K ﹤0.01% 367
2025
Q2 		$1.22K Buy
5
+3
+150% +$713 ﹤0.01% 580
2025
Q1 		$485 Buy
+2
New +$471 ﹤0.01% 564

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

CBIZ Investment Advisory Services's BR Position: Q2 2026 in Review

CBIZ Investment Advisory Services held its Broadridge (BR) position steady in Q2 2026 at 29 shares worth $4.74K. The position accounts for ﹤0.01% of the portfolio, ranked #233.

CBIZ Investment Advisory Services first reported a position in BR in Q1 2025 and has held it in 6 quarters since. The position peaked at $8.61K in Q3 2025. 1,021 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • CBIZ Investment Advisory Services held 29 shares of Broadridge worth $4.74K as of Q2 2026.
  • CBIZ Investment Advisory Services left its Broadridge share count unchanged in Q2 2026.
  • Broadridge made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q2 2026, its #233 holding.
  • CBIZ Investment Advisory Services first reported a position in Broadridge in Q1 2025 and has held it in 6 quarters since.
  • CBIZ Investment Advisory Services's Broadridge position peaked at $8.61K in Q3 2025.
  • 1,021 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q2 2026, filed 13 Aug 2026.