Cerity Partners
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Cerity Partners’s Broadridge BR Stock Holding History

Cerity Partners’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 		$3.84M Sell
28,030
-33,776
-55% -$5.1M ﹤0.01% 1229
2026
Q1 		$10M Buy
61,806
+41,092
+198% +$7.81M 0.01% 690
2025
Q4 		$4.62M Sell
20,714
-3,804
-16% -$868K 0.01% 956
2025
Q3 		$5.84M Sell
24,518
-1,005
-4% -$250K 0.01% 791
2025
Q2 		$6.2M Buy
25,523
+2,004
+9% +$476K 0.01% 719
2025
Q1 		$5.7M Buy
23,519
+61
+0.3% +$14.4K 0.01% 689
2024
Q4 		$5.2M Buy
23,458
+1,544
+7% +$346K 0.01% 698
2024
Q3 		$4.71M Buy
21,914
+8,051
+58% +$1.68M 0.01% 720
2024
Q2 		$2.73M Sell
13,863
-6,286
-31% -$1.25M 0.01% 798
2024
Q1 		$4.13M Buy
20,149
+11,860
+143% +$2.39M 0.01% 705
2023
Q4 		$1.71M Buy
8,289
+2,395
+41% +$442K 0.01% 808
2023
Q3 		$1.06M Sell
5,894
-431
-7% -$76.3K 0.01% 743
2023
Q2 		$1.05M Buy
6,325
+850
+16% +$129K ﹤0.01% 913
2023
Q1 		$803K Sell
5,475
-351
-6% -$50.2K ﹤0.01% 1079
2022
Q4 		$782K Buy
5,826
+3,193
+121% +$454K 0.01% 766
2022
Q3 		$379K Buy
2,633
+938
+55% +$152K ﹤0.01% 812
2022
Q2 		$241K Buy
+1,695
New +$246K ﹤0.01% 1005
2022
Q1 		– Sell
-1,378
Closed -$252K – 958
2021
Q4 		$252K Buy
+1,378
New +$242K ﹤0.01% 845
2019
Q1 		– Sell
-2,253
Closed -$217K – 535
2018
Q4 		$217K Sell
2,253
-73
-3% -$7.9K 0.01% 470
2018
Q3 		$307K Sell
2,326
-2,548
-52% -$323K 0.02% 414
2018
Q2 		$561K Buy
4,874
+2,535
+108% +$286K 0.04% 314
2018
Q1 		$257K Sell
2,339
-4,051
-63% -$402K 0.02% 467
2017
Q4 		$579K Buy
6,390
+126
+2% +$11K 0.04% 309
2017
Q3 		$506K Buy
+6,264
New +$482K 0.04% 321

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
JTL
Jupiter Topco LLC New York $245B AUM

Cerity Partners's BR Position: Q2 2026 in Review

Cerity Partners reduced its Broadridge (BR) stake by 55% in Q2 2026, selling an estimated $5.1M and leaving 28,030 shares worth $3.84M. The position accounts for ﹤0.01% of the portfolio, ranked #1229.

Cerity Partners first reported a position in BR in Q3 2017 and has held it in 24 quarters since. The position peaked at $10M in Q1 2026. 955 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Cerity Partners held 28,030 shares of Broadridge worth $3.84M as of Q2 2026.
  • Cerity Partners sold 33,776 Broadridge shares in Q2 2026, an estimated $5.1M.
  • Broadridge made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1229 holding.
  • Cerity Partners first reported a position in Broadridge in Q3 2017 and has held it in 24 quarters since.
  • Cerity Partners's Broadridge position peaked at $10M in Q1 2026.
  • 955 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.