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Covestor’s Broadridge BR Stock Holding History

Covestor’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 		$68K Buy
496
+177
+55% +$26.7K 0.04% 603
2026
Q1 		$52K Sell
319
-181
-36% -$34.4K 0.04% 688
2025
Q4 		$112K Sell
500
-16
-3% -$3.65K 0.06% 511
2025
Q3 		$123K Buy
516
+117
+29% +$29.1K 0.07% 459
2025
Q2 		$97K Sell
399
-66
-14% -$15.7K 0.06% 570
2025
Q1 		$113K Sell
465
-94
-17% -$22.1K 0.08% 402
2024
Q4 		$127K Buy
559
+33
+6% +$7.39K 0.08% 367
2024
Q3 		$113K Sell
526
-30
-5% -$6.28K 0.07% 451
2024
Q2 		$110K Buy
556
+48
+9% +$9.52K 0.07% 428
2024
Q1 		$104K Buy
508
+43
+9% +$8.67K 0.07% 518
2023
Q4 		$96K Sell
465
-82
-15% -$15.1K 0.07% 517
2023
Q3 		$98K Sell
547
-43
-7% -$7.62K 0.07% 425
2023
Q2 		$98K Sell
590
-38
-6% -$5.75K 0.07% 450
2023
Q1 		$92K Buy
628
+164
+35% +$23.5K 0.08% 421
2022
Q4 		$62K Sell
464
-9
-2% -$1.28K 0.05% 630
2022
Q3 		$68K Sell
473
-75
-14% -$12.2K 0.06% 568
2022
Q2 		$78K Sell
548
-368
-40% -$53.4K 0.06% 540
2022
Q1 		$143K Buy
916
+461
+101% +$70.7K 0.1% 298
2021
Q4 		$83K Buy
+455
New +$80K 0.12% 246

Other funds holding BR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $8.09B AUM 19.03% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Covestor's BR Position: Q2 2026 in Review

Covestor increased its Broadridge (BR) stake by 55% in Q2 2026, buying an estimated $26.7K and bringing the position to 496 shares worth $68K. The position accounts for 0.04% of the portfolio, ranked #603.

Covestor first reported a position in BR in Q4 2021 and has held it in 19 quarters since. The position peaked at $143K in Q1 2022. 621 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Covestor held 496 shares of Broadridge worth $68K as of Q2 2026.
  • Covestor bought 177 Broadridge shares in Q2 2026, an estimated $26.7K.
  • Broadridge made up 0.04% of Covestor's portfolio in Q2 2026, its #603 holding.
  • Covestor first reported a position in Broadridge in Q4 2021 and has held it in 19 quarters since.
  • Covestor's Broadridge position peaked at $143K in Q1 2022.
  • 621 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.