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Cromwell Holdings’s Broadridge BR Stock Holding History

Cromwell Holdings’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 		$37.6K Sell
272
-95
-26% -$14.3K 0.02% 527
2026
Q1 		$60K Buy
367
+10
+3% +$1.9K 0.03% 445
2025
Q4 		$80K Sell
357
-3
-0.8% -$684 0.04% 354
2025
Q3 		$86.1K Hold
360
– – 0.05% 355
2025
Q2 		$87.8K Buy
360
+9
+3% +$2.14K 0.05% 331
2025
Q1 		$85.4K Buy
351
+8
+2% +$1.88K 0.05% 322
2024
Q4 		$77.9K Hold
343
– – 0.04% 342
2024
Q3 		$74.1K Hold
343
– – 0.05% 360
2024
Q2 		$67.8K Buy
+343
New +$68K 0.04% 364

Other funds holding BR

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $965M AUM 10.64% 1-Year Est. Return
MCM
McRae Capital Management Morristown, New Jersey $508M AUM 14.21% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

Cromwell Holdings's BR Position: Q2 2026 in Review

Cromwell Holdings reduced its Broadridge (BR) stake by 26% in Q2 2026, selling an estimated $14.3K and leaving 272 shares worth $37.6K. The position accounts for 0.02% of the portfolio, ranked #527.

Cromwell Holdings first reported a position in BR in Q2 2024 and has held it in 9 quarters since. The position peaked at $87.8K in Q2 2025. 134 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Cromwell Holdings held 272 shares of Broadridge worth $37.6K as of Q2 2026.
  • Cromwell Holdings sold 95 Broadridge shares in Q2 2026, an estimated $14.3K.
  • Broadridge made up 0.02% of Cromwell Holdings's portfolio in Q2 2026, its #527 holding.
  • Cromwell Holdings first reported a position in Broadridge in Q2 2024 and has held it in 9 quarters since.
  • Cromwell Holdings's Broadridge position peaked at $87.8K in Q2 2025.
  • 134 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Cromwell Holdings's 13F filing for Q2 2026, filed 14 Jul 2026.