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Citizens Financial Group’s Broadridge BR Stock Holding History

Citizens Financial Group’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 		$4.1M Sell
29,735
-832
-3% -$126K 0.05% 214
2026
Q1 		$5M Sell
30,567
-88,811
-74% -$16.9M 0.07% 179
2025
Q4 		$26.8M Buy
119,378
+167
+0.1% +$38.1K 0.36% 55
2025
Q3 		$28.5M Buy
119,211
+116,556
+4,390% +$29M 0.39% 48
2025
Q2 		$648K Buy
2,655
+176
+7% +$41.8K 0.01% 436
2025
Q1 		$603K Sell
2,479
-175
-7% -$41.2K 0.01% 387
2024
Q4 		$600K Buy
2,654
+272
+11% +$60.9K 0.01% 368
2024
Q3 		$514K Sell
2,382
-16
-0.7% -$3.35K 0.01% 379
2024
Q2 		$474K Buy
2,398
+166
+7% +$32.9K 0.01% 378
2024
Q1 		$457K Sell
2,232
-111
-5% -$22.4K 0.02% 290
2023
Q4 		$482K Buy
2,343
+81
+4% +$14.9K 0.02% 286
2023
Q3 		$405K Sell
2,262
-35
-2% -$6.2K 0.02% 260
2023
Q2 		$380K Sell
2,297
-48
-2% -$7.26K 0.01% 299
2023
Q1 		$345K Buy
+2,345
New +$336K 0.01% 342
2020
Q3 		– Sell
-436
Closed -$55K – 336
2020
Q2 		$55K Sell
436
-498
-53% -$57.7K ﹤0.01% 455
2020
Q1 		$89K Buy
934
+568
+155% +$64.8K 0.01% 344
2019
Q4 		$45K Buy
+366
New +$44.8K ﹤0.01% 454
2018
Q1 		– Sell
-211
Closed -$19K – 480
2017
Q4 		$19K Sell
211
-49
-19% -$4.28K ﹤0.01% 384
2017
Q3 		$21K Hold
260
– – ﹤0.01% 379
2017
Q2 		$20K Hold
260
– – ﹤0.01% 381
2017
Q1 		$18K Hold
260
– – ﹤0.01% 397
2016
Q4 		$17K Sell
260
-794
-75% -$51.6K ﹤0.01% 417
2016
Q3 		$71K Sell
1,054
-176
-14% -$12K 0.01% 329
2016
Q2 		$80K Hold
1,230
– – 0.01% 319
2016
Q1 		$73K Sell
1,230
-1,740
-59% -$94.9K 0.01% 331
2015
Q4 		$160K Buy
+2,970
New +$167K 0.02% 248

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

Citizens Financial Group's BR Position: Q2 2026 in Review

Citizens Financial Group reduced its Broadridge (BR) stake by 2.7% in Q2 2026, selling an estimated $126K and leaving 29,735 shares worth $4.1M. The position accounts for 0.05% of the portfolio, ranked #214.

Citizens Financial Group first reported a position in BR in Q4 2015 and has held it in 26 quarters since. The position peaked at $28.5M in Q3 2025. 1,017 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Citizens Financial Group held 29,735 shares of Broadridge worth $4.1M as of Q2 2026.
  • Citizens Financial Group sold 832 Broadridge shares in Q2 2026, an estimated $126K.
  • Broadridge made up 0.05% of Citizens Financial Group's portfolio in Q2 2026, its #214 holding.
  • Citizens Financial Group first reported a position in Broadridge in Q4 2015 and has held it in 26 quarters since.
  • Citizens Financial Group's Broadridge position peaked at $28.5M in Q3 2025.
  • 1,017 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Citizens Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.