CFGW
BR icon

Chancellor Financial Group WB’s Broadridge BR Stock Holding History

Chancellor Financial Group WB’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 		$227K Sell
1,661
-78
-4% -$11.8K 0.14% 131
2026
Q1 		$283K Hold
1,739
– – 0.2% 100
2025
Q4 		$388K Hold
1,739
– – 0.26% 73
2025
Q3 		$414K Hold
1,739
– – 0.29% 68
2025
Q2 		$423K Hold
1,739
– – 0.33% 66
2025
Q1 		$422K Hold
1,739
– – 0.35% 60
2024
Q4 		$393K Buy
+1,739
New +$390K 0.32% 64

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

Chancellor Financial Group WB's BR Position: Q2 2026 in Review

Chancellor Financial Group WB reduced its Broadridge (BR) stake by 4.5% in Q2 2026, selling an estimated $11.8K and leaving 1,661 shares worth $227K. The position accounts for 0.14% of the portfolio, ranked #131.

Chancellor Financial Group WB first reported a position in BR in Q4 2024 and has held it in 7 quarters since. The position peaked at $423K in Q2 2025. 1,017 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Chancellor Financial Group WB held 1,661 shares of Broadridge worth $227K as of Q2 2026.
  • Chancellor Financial Group WB sold 78 Broadridge shares in Q2 2026, an estimated $11.8K.
  • Broadridge made up 0.14% of Chancellor Financial Group WB's portfolio in Q2 2026, its #131 holding.
  • Chancellor Financial Group WB first reported a position in Broadridge in Q4 2024 and has held it in 7 quarters since.
  • Chancellor Financial Group WB's Broadridge position peaked at $423K in Q2 2025.
  • 1,017 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Chancellor Financial Group WB's 13F filing for Q2 2026, filed 10 Aug 2026.