CAMG
BR icon

CWA Asset Management Group’s Broadridge BR Stock Holding History

CWA Asset Management 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 		– Sell
-1,349
Closed -$219K – 730
2026
Q1 		$219K Sell
1,349
-238
-15% -$45.2K 0.01% 615
2025
Q4 		$354K Sell
1,587
-126
-7% -$28.7K 0.01% 517
2025
Q3 		$408K Buy
1,713
+2
+0.1% +$498 0.02% 508
2025
Q2 		$416K Buy
1,711
+341
+25% +$81K 0.02% 471
2025
Q1 		$332K Buy
1,370
+87
+7% +$20.5K 0.02% 490
2024
Q4 		$290K Buy
1,283
+73
+6% +$16.4K 0.01% 484
2024
Q3 		$260K Buy
+1,210
New +$253K 0.01% 506

Other funds holding BR

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

CWA Asset Management Group's BR Position: Q2 2026 in Review

CWA Asset Management Group sold out of Broadridge (BR) in Q2 2026, closing a stake of 1,349 shares — an estimated $219K sold.

CWA Asset Management Group first reported a position in BR in Q3 2024 and held it in 7 quarters. The position peaked at $416K in Q2 2025. 316 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • CWA Asset Management Group reported no remaining Broadridge position as of Q2 2026 after selling out during the quarter.
  • CWA Asset Management Group sold 1,349 Broadridge shares in Q2 2026, an estimated $219K.
  • CWA Asset Management Group first reported a position in Broadridge in Q3 2024 and held it in 7 quarters.
  • CWA Asset Management Group's Broadridge position peaked at $416K in Q2 2025.
  • 316 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on CWA Asset Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.