Citigroup
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Citigroup’s Broadridge BR Stock Holding History

Citigroup’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
2020
Q3 		– Sell
-400
Closed -$50K – 7445
2020
Q2 		$50K Hold
400
– – ﹤0.01% 6014
2020
Q1 		$38K Buy
+400
New +$45.6K ﹤0.01% 6218
2019
Q2 		– Sell
-100
Closed -$10K – 7740
2019
Q1 		$10K Hold
100
– – ﹤0.01% 7245
2018
Q4 		$10K Buy
+100
New +$10.8K ﹤0.01% 7135

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

Citigroup's BR Position: Q2 2026 in Review

Citigroup increased its Broadridge (BR) stake by 19% in Q2 2026, buying an estimated $4.15M and bringing the position to 169,988 shares worth $23.3M. The position accounts for 0.01% of the portfolio, ranked #1088.

Citigroup first reported a position in BR in Q2 2013 and has held it in 53 quarters since. The position peaked at $33.5M in Q1 2025. 1,017 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Citigroup held 169,988 shares of Broadridge worth $23.3M as of Q2 2026.
  • Citigroup bought 27,460 Broadridge shares in Q2 2026, an estimated $4.15M.
  • Broadridge made up 0.01% of Citigroup's portfolio in Q2 2026, its #1088 holding.
  • Citigroup first reported a position in Broadridge in Q2 2013 and has held it in 53 quarters since.
  • Citigroup's Broadridge position peaked at $33.5M in Q1 2025.
  • 1,017 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Citigroup's 13F filing for Q2 2026, filed 3 Aug 2026.