Corient Private Wealth
BR icon

Corient Private Wealth’s Broadridge BR Stock Holding History

Corient Private Wealth’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 		$62.2M Buy
451,333
+54,312
+14% +$8.2M 0.09% 207
2026
Q1 		$64.8M Sell
397,021
-69,775
-15% -$13.3M 0.09% 199
2025
Q4 		$105M Buy
466,796
+11,012
+2% +$2.51M 0.14% 146
2025
Q3 		$106M Buy
455,784
+25,137
+6% +$6.26M 0.17% 127
2025
Q2 		$105M Buy
430,647
+21,952
+5% +$5.22M 0.14% 143
2025
Q1 		$99.4M Sell
408,695
-28,476
-7% -$6.7M 0.16% 138
2024
Q4 		$99.2M Buy
437,171
+392,695
+883% +$88M 0.16% 137
2024
Q3 		$9.56M Sell
44,476
-1,437
-3% -$301K 0.01% 580
2024
Q2 		$9.05M Buy
45,913
+2,491
+6% +$494K 0.02% 553
2024
Q1 		$8.9M Buy
43,422
+2,156
+5% +$435K 0.02% 556
2023
Q4 		$8.49M Sell
41,266
-890
-2% -$164K 0.02% 556
2023
Q3 		$7.55M Buy
42,156
+554
+1% +$98.1K 0.02% 541
2023
Q2 		$6.89M Sell
41,602
-6,834
-14% -$1.03M 0.02% 543
2023
Q1 		$7.1M Buy
48,436
+17,028
+54% +$2.44M 0.02% 496
2022
Q4 		$4.18M Buy
+31,408
New +$4.46M 0.02% 540

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

Corient Private Wealth's BR Position: Q2 2026 in Review

Corient Private Wealth increased its Broadridge (BR) stake by 14% in Q2 2026, buying an estimated $8.2M and bringing the position to 451,333 shares worth $62.2M. The position accounts for 0.09% of the portfolio, ranked #207.

Corient Private Wealth first reported a position in BR in Q4 2022 and has held it in 15 quarters since. The position peaked at $106M in Q3 2025. 1,017 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Corient Private Wealth held 451,333 shares of Broadridge worth $62.2M as of Q2 2026.
  • Corient Private Wealth bought 54,312 Broadridge shares in Q2 2026, an estimated $8.2M.
  • Broadridge made up 0.09% of Corient Private Wealth's portfolio in Q2 2026, its #207 holding.
  • Corient Private Wealth first reported a position in Broadridge in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's Broadridge position peaked at $106M in Q3 2025.
  • 1,017 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

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