C
BR icon

Certuity’s Broadridge BR Stock Holding History

Certuity’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 		$245K Buy
+1,792
New +$271K 0.01% 559
2026
Q1 		– Sell
-1,241
Closed -$277K – 665
2025
Q4 		$277K Buy
1,241
+151
+14% +$34.4K 0.02% 442
2025
Q3 		$260K Buy
+1,090
New +$271K 0.02% 442

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

Certuity's BR Position: Q2 2026 in Review

Certuity opened a new position in Broadridge (BR) in Q2 2026: 1,792 shares worth $245K. The stake represents 0.01% of the portfolio and ranks #559 among its holdings. This is a return to the name: Certuity previously reported a position in BR as recently as Q4 2025.

Certuity first reported a position in BR in Q3 2025 and has held it in 3 quarters since. The position peaked at $277K in Q4 2025. 1,013 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Certuity held 1,792 shares of Broadridge worth $245K as of Q2 2026.
  • Broadridge was a new Certuity position in Q2 2026.
  • Broadridge made up 0.01% of Certuity's portfolio in Q2 2026, its #559 holding.
  • Certuity first reported a position in Broadridge in Q3 2025 and has held it in 3 quarters since.
  • Certuity's Broadridge position peaked at $277K in Q4 2025.
  • 1,013 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Certuity's 13F filing for Q2 2026, filed 28 Jul 2026.