Commonwealth Equity Services’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.37M | Sell |
20,737
-1,732
| -8% | -$329K | ﹤0.01% | 1618 |
|
|
2025
Q4 | $5.01M | Sell |
22,469
-3,986
| -15% | -$909K | 0.01% | 1319 |
|
|
2025
Q3 | $6.3M | Sell |
26,455
-508
| -2% | -$127K | 0.01% | 1186 |
|
|
2025
Q2 | $6.55M | Sell |
26,963
-1,064
| -4% | -$253K | 0.01% | 1141 |
|
|
2025
Q1 | $6.79M | Sell |
28,027
-850
| -3% | -$200K | 0.01% | 1083 |
|
|
2024
Q4 | $6.53M | Buy |
28,877
+758
| +3% | +$170K | 0.01% | 1070 |
|
|
2024
Q3 | $6.05M | Sell |
28,119
-1,485
| -5% | -$311K | 0.01% | 1099 |
|
|
2024
Q2 | $5.83M | Sell |
29,604
-2,375
| -7% | -$471K | 0.01% | 1100 |
|
|
2024
Q1 | $6.55M | Buy |
31,979
+864
| +3% | +$174K | 0.01% | 999 |
|
|
2023
Q4 | $6.4M | Sell |
31,115
-1,370
| -4% | -$253K | 0.01% | 960 |
|
|
2023
Q3 | $5.82M | Sell |
32,485
-250
| -0.8% | -$44.3K | 0.01% | 956 |
|
|
2023
Q2 | $5.42M | Buy |
32,735
+1,472
| +5% | +$223K | 0.01% | 990 |
|
|
2023
Q1 | $4.58K | Buy |
31,263
+2,292
| +8% | +$328K | 0.01% | 1045 |
|
|
2022
Q4 | $3.88M | Buy |
28,971
+4,512
| +18% | +$641K | 0.01% | 1105 |
|
|
2022
Q3 | $3.53M | Sell |
24,459
-188
| -0.8% | -$30.5K | 0.01% | 1074 |
|
|
2022
Q2 | $3.51M | Buy |
24,647
+175
| +0.7% | +$25.4K | 0.01% | 1089 |
|
|
2022
Q1 | $3.81M | Buy |
24,472
+123
| +0.5% | +$18.9K | 0.01% | 1105 |
|
|
2021
Q4 | $4.45M | Buy |
24,349
+1,344
| +6% | +$236K | 0.01% | 988 |
|
|
2021
Q3 | $3.83M | Sell |
23,005
-635
| -3% | -$108K | 0.01% | 1028 |
|
|
2021
Q2 | $3.82M | Buy |
23,640
+749
| +3% | +$120K | 0.01% | 1004 |
|
|
2021
Q1 | $3.5M | Buy |
22,891
+20,413
| +824% | +$3.01M | 0.01% | 973 |
|
|
2020
Q4 | $3.53M | Sell |
2,478
-19,220
| -89% | -$2.79M | 0.01% | 904 |
|
|
2020
Q3 | $2.86M | Sell |
21,698
-2,618
| -11% | -$350K | 0.01% | 915 |
|
|
2020
Q2 | $3.07M | Sell |
24,316
-562
| -2% | -$65.1K | 0.01% | 807 |
|
|
2020
Q1 | $2.36M | Buy |
24,878
+1,989
| +9% | +$227K | 0.01% | 821 |
|
|
2019
Q4 | $2.83M | Buy |
22,889
+2,885
| +14% | +$353K | 0.01% | 844 |
|
|
2019
Q3 | $2.49M | Buy |
20,004
+1,101
| +6% | +$142K | 0.01% | 860 |
|
|
2019
Q2 | $2.41M | Buy |
18,903
+1,041
| +6% | +$125K | 0.01% | 875 |
|
|
2019
Q1 | $1.85M | Sell |
17,862
-498
| -3% | -$50K | 0.01% | 957 |
|
|
2018
Q4 | $1.77M | Sell |
18,360
-1,321
| -7% | -$143K | 0.01% | 910 |
|
|
2018
Q3 | $2.6M | Buy |
19,681
+1,045
| +6% | +$133K | 0.01% | 809 |
|
|
2018
Q2 | $2.15M | Buy |
18,636
+2,007
| +12% | +$227K | 0.01% | 865 |
|
|
2018
Q1 | $1.82M | Buy |
16,629
+3,595
| +28% | +$357K | 0.01% | 919 |
|
|
2017
Q4 | $1.18M | Buy |
13,034
+1,923
| +17% | +$168K | 0.01% | 1133 |
|
|
2017
Q3 | $898K | Buy |
11,111
+1,997
| +22% | +$154K | 0.01% | 1244 |
|
|
2017
Q2 | $689K | Buy |
9,114
+57
| +0.6% | +$4.11K | ﹤0.01% | 1359 |
|
|
2017
Q1 | $615K | Buy |
9,057
+617
| +7% | +$41.8K | ﹤0.01% | 1388 |
|
|
2016
Q4 | $560K | Buy |
8,440
+1,897
| +29% | +$123K | ﹤0.01% | 1339 |
|
|
2016
Q3 | $444K | Buy |
6,543
+217
| +3% | +$14.8K | ﹤0.01% | 1449 |
|
|
2016
Q2 | $412K | Buy |
6,326
+491
| +8% | +$30.4K | ﹤0.01% | 1477 |
|
|
2016
Q1 | $346K | Sell |
5,835
-542
| -8% | -$29.6K | ﹤0.01% | 1537 |
|
|
2015
Q4 | $343K | Buy |
6,377
+55
| +0.9% | +$3.08K | ﹤0.01% | 1511 |
|
|
2015
Q3 | $350K | Sell |
6,322
-2,900
| -31% | -$156K | ﹤0.01% | 1460 |
|
|
2015
Q2 | $461K | Buy |
9,222
+162
| +2% | +$8.63K | ﹤0.01% | 1373 |
|
|
2015
Q1 | $498K | Sell |
9,060
-585
| -6% | -$29.7K | 0.01% | 1316 |
|
|
2014
Q4 | $445K | Sell |
9,645
-1,186
| -11% | -$51.9K | 0.01% | 1342 |
|
|
2014
Q3 | $451K | Buy |
10,831
+3,079
| +40% | +$128K | 0.01% | 1309 |
|
|
2014
Q2 | $323K | Sell |
7,752
-347
| -4% | -$13.6K | ﹤0.01% | 1494 |
|
|
2014
Q1 | $301K | Buy |
8,099
+803
| +11% | +$30.1K | ﹤0.01% | 1461 |
|
|
2013
Q4 | $288K | Sell |
7,296
-365
| -5% | -$13.2K | ﹤0.01% | 1464 |
|
|
2013
Q3 | $243K | Buy |
7,661
+153
| +2% | +$4.55K | ﹤0.01% | 1509 |
|
|
2013
Q2 | $200K | Buy |
+7,508
| New | +$193K | ﹤0.01% | 1573 |
|
Other funds holding BR
VCM
VPM
Commonwealth Equity Services's BR Position: Q1 2026 in Review
Commonwealth Equity Services reduced its Broadridge (BR) stake by 7.7% in Q1 2026, selling an estimated $329K and leaving 20,737 shares worth $3.37M. The position accounts for ﹤0.01% of the portfolio, ranked #1618.
Commonwealth Equity Services first reported a position in BR in Q2 2013 and has held it in 52 quarters since. The position peaked at $6.79M in Q1 2025. 1,056 funds tracked by Wall St. Rank hold BR as of Q1 2026.
- Commonwealth Equity Services held 20,737 shares of Broadridge worth $3.37M as of Q1 2026.
- Commonwealth Equity Services sold 1,732 Broadridge shares in Q1 2026, an estimated $329K.
- Broadridge made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q1 2026, its #1618 holding.
- Commonwealth Equity Services first reported a position in Broadridge in Q2 2013 and has held it in 52 quarters since.
- Commonwealth Equity Services's Broadridge position peaked at $6.79M in Q1 2025.
- 1,056 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.
Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.