Corient IA’s Broadridge BR Stock Holding History

Corient IA’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	$60.3K	Hold	440	–	–	0.06%	242
2026 Q1	$71.5K	Buy	+440	New	+$83.6K	0.07%	267

Other funds holding BR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Corient IA's BR Position: Q2 2026 in Review

Corient IA held its Broadridge (BR) position steady in Q2 2026 at 440 shares worth $60.3K. The position accounts for 0.06% of the portfolio, ranked #242.

Corient IA first reported a position in BR in Q1 2026 and has held it in 2 quarters since. The position peaked at $71.5K in Q1 2026. 1,017 funds tracked by Wall St. Rank hold BR as of Q2 2026.

Corient IA held 440 shares of Broadridge worth $60.3K as of Q2 2026.
Corient IA left its Broadridge share count unchanged in Q2 2026.
Broadridge made up 0.06% of Corient IA's portfolio in Q2 2026, its #242 holding.
Corient IA first reported a position in Broadridge in Q1 2026 and has held it in 2 quarters since.
Corient IA's Broadridge position peaked at $71.5K in Q1 2026.
1,017 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Corient IA's 13F filing for Q2 2026, filed 12 Aug 2026.