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CVA Family Office’s Broadridge BR Stock Holding History

CVA Family Office’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 		$23.3K Sell
170
-81
-32% -$12.2K ﹤0.01% 779
2026
Q1 		$40.8K Buy
251
+131
+109% +$24.9K ﹤0.01% 645
2025
Q4 		$26.8K Sell
120
-15
-11% -$3.42K ﹤0.01% 643
2025
Q3 		$32.2K Buy
135
+9
+7% +$2.24K ﹤0.01% 615
2025
Q2 		$30.6K Sell
126
-19
-13% -$4.52K ﹤0.01% 624
2025
Q1 		$35.2K Buy
145
+27
+23% +$6.35K 0.01% 577
2024
Q4 		$26.7K Buy
118
+38
+48% +$8.51K ﹤0.01% 631
2024
Q3 		$17.2K Sell
80
-3
-4% -$627 ﹤0.01% 679
2024
Q2 		$16.4K Buy
83
+3
+4% +$595 ﹤0.01% 672
2024
Q1 		$16.4K Hold
80
– – ﹤0.01% 677
2023
Q4 		$16.5K Buy
+80
New +$14.8K ﹤0.01% 657
2023
Q3 		– Sell
-40
Closed -$6.63K – 326
2023
Q2 		$6.63K Buy
40
+30
+300% +$4.54K ﹤0.01% 769
2023
Q1 		$1.47K Buy
10
+5
+100% +$715 ﹤0.01% 873
2022
Q4 		$671 Buy
+5
New +$710 ﹤0.01% 885
2022
Q2 		– Sell
-105
Closed -$16K – 915
2022
Q1 		$16K Buy
105
+95
+950% +$14.6K ﹤0.01% 602
2021
Q4 		$2K Buy
+10
New +$1.76K ﹤0.01% 826
2021
Q3 		– Sell
-10
Closed -$2K – 429
2021
Q2 		$2K Hold
10
– – ﹤0.01% 870
2021
Q1 		$2K Buy
+10
New +$1.48K ﹤0.01% 697

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

CVA Family Office's BR Position: Q2 2026 in Review

CVA Family Office reduced its Broadridge (BR) stake by 32% in Q2 2026, selling an estimated $12.2K and leaving 170 shares worth $23.3K. The position accounts for ﹤0.01% of the portfolio, ranked #779.

CVA Family Office first reported a position in BR in Q1 2021 and has held it in 18 quarters since. The position peaked at $40.8K in Q1 2026. 1,013 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • CVA Family Office held 170 shares of Broadridge worth $23.3K as of Q2 2026.
  • CVA Family Office sold 81 Broadridge shares in Q2 2026, an estimated $12.2K.
  • Broadridge made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #779 holding.
  • CVA Family Office first reported a position in Broadridge in Q1 2021 and has held it in 18 quarters since.
  • CVA Family Office's Broadridge position peaked at $40.8K in Q1 2026.
  • 1,013 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.