Connecticut Wealth Management’s Broadridge BR Stock Holding History

Connecticut Wealth Management’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 Q3	$658K	Buy	+4,084	New	+$667K	0.02%	205
2023 Q2	–	Sell	-2,152	Closed	-$315K	–	265
2023 Q1	$315K	Hold	2,152	–	–	0.02%	189
2022 Q4	$289K	Buy	2,152 +348	+19%	+$49.4K	0.02%	159
2022 Q3	$260K	Buy	+1,804	New	+$293K	0.02%	161
2022 Q2	–	Sell	-1,396	Closed	-$217K	–	189
2022 Q1	$217K	Sell	1,396 -1	-0.1%	-$153	0.02%	181
2021 Q4	$255K	Hold	1,397	–	–	0.02%	175
2021 Q3	$233K	Hold	1,397	–	–	0.02%	184
2021 Q2	$226K	Sell	1,397 -390	-22%	-$62.3K	0.02%	179
2021 Q1	$274K	Buy	+1,787	New	+$264K	0.03%	134

Other funds holding BR

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

HCM

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

FAM

Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return

BST

Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return

LJHT

Laurie J. Hall Trustee $314M AUM 27.43% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Connecticut Wealth Management's BR Position: Q3 2026 in Review

Connecticut Wealth Management opened a new position in Broadridge (BR) in Q3 2026: 4,084 shares worth $658K. The stake represents 0.02% of the portfolio and ranks #205 among its holdings. This is a return to the name: Connecticut Wealth Management previously reported a position in BR as recently as Q1 2023.

Connecticut Wealth Management first reported a position in BR in Q1 2021 and has held it in 9 quarters since. 73 funds tracked by Wall St. Rank hold BR as of Q3 2026.

Connecticut Wealth Management held 4,084 shares of Broadridge worth $658K as of Q3 2026.
Broadridge was a new Connecticut Wealth Management position in Q3 2026.
Broadridge made up 0.02% of Connecticut Wealth Management's portfolio in Q3 2026, its #205 holding.
Connecticut Wealth Management first reported a position in Broadridge in Q1 2021 and has held it in 9 quarters since.
73 funds tracked by Wall St. Rank held Broadridge as of Q3 2026.

Based on Connecticut Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.