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Crestwood Advisors Group’s Broadridge BR Stock Holding History

Crestwood Advisors Group’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 		$382K Buy
2,792
+938
+51% +$142K 0.01% 584
2026
Q1 		$301K Buy
1,854
+165
+10% +$31.3K 0.01% 570
2025
Q4 		$377K Buy
1,689
+506
+43% +$115K 0.01% 455
2025
Q3 		$282K Buy
1,183
+302
+34% +$75.2K ﹤0.01% 478
2025
Q2 		$214K Sell
881
-12
-1% -$2.85K ﹤0.01% 508
2025
Q1 		$217K Sell
893
-17
-2% -$4K ﹤0.01% 475
2024
Q4 		$206K Buy
+910
New +$204K ﹤0.01% 445
2017
Q2 		– Sell
-245
Closed -$17K – 192
2017
Q1 		$17K Buy
+245
New +$16.6K ﹤0.01% 389

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

Crestwood Advisors Group's BR Position: Q2 2026 in Review

Crestwood Advisors Group increased its Broadridge (BR) stake by 51% in Q2 2026, buying an estimated $142K and bringing the position to 2,792 shares worth $382K. The position accounts for 0.01% of the portfolio, ranked #584.

Crestwood Advisors Group first reported a position in BR in Q1 2017 and has held it in 8 quarters since. 1,013 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Crestwood Advisors Group held 2,792 shares of Broadridge worth $382K as of Q2 2026.
  • Crestwood Advisors Group bought 938 Broadridge shares in Q2 2026, an estimated $142K.
  • Broadridge made up 0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #584 holding.
  • Crestwood Advisors Group first reported a position in Broadridge in Q1 2017 and has held it in 8 quarters since.
  • 1,013 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.