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CX Institutional’s Broadridge BR Stock Holding History

CX Institutional’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 		$254K Buy
1,854
+709
+62% +$107K 0.01% 682
2026
Q1 		$186K Sell
1,145
-473
-29% -$89.9K 0.01% 737
2025
Q4 		$361K Sell
1,618
-15
-0.9% -$3.42K 0.01% 514
2025
Q3 		$389K Buy
1,633
+44
+3% +$11K 0.01% 499
2025
Q2 		$386K Buy
1,589
+115
+8% +$27.3K 0.01% 439
2025
Q1 		$357K Buy
1,474
+3
+0.2% +$706 0.01% 444
2024
Q4 		$333K Buy
1,471
+66
+5% +$14.8K 0.01% 419
2024
Q3 		$302K Buy
1,405
+13
+0.9% +$2.72K 0.01% 464
2024
Q2 		$274K Buy
1,392
+4
+0.3% +$793 0.01% 478
2024
Q1 		$284K Buy
1,388
+6
+0.4% +$1.21K 0.01% 473
2023
Q4 		$284K Sell
1,382
-27
-2% -$4.98K 0.02% 421
2023
Q3 		$252K Buy
1,409
+17
+1% +$3.01K 0.01% 436
2023
Q2 		$231K Buy
+1,392
New +$211K 0.01% 478
2022
Q3 		– Sell
-1,105
Closed -$158K – 536
2022
Q2 		$158K Buy
+1,105
New +$160K 0.01% 473
2022
Q1 		– Sell
-1,115
Closed -$204K – 371
2021
Q4 		$204K Buy
1,115
+31
+3% +$5.45K 0.02% 328
2021
Q3 		$181K Buy
1,084
+12
+1% +$2.04K 0.01% 362
2021
Q2 		$173K Buy
1,072
+36
+3% +$5.75K 0.01% 357
2021
Q1 		$159K Buy
1,036
+84
+9% +$12.4K 0.01% 330
2020
Q4 		$146K Buy
952
+35
+4% +$5.08K 0.01% 311
2020
Q3 		$121K Buy
917
+20
+2% +$2.67K 0.01% 294
2020
Q2 		$113K Buy
897
+81
+10% +$9.38K 0.01% 277
2020
Q1 		$77K Sell
816
-65
-7% -$7.42K 0.01% 291
2019
Q4 		$109K Sell
881
-69
-7% -$8.44K 0.02% 227
2019
Q3 		$118K Buy
950
+75
+9% +$9.66K 0.02% 235
2019
Q2 		$112K Sell
875
-1,092
-56% -$131K 0.02% 261
2019
Q1 		$204K Buy
1,967
+1,544
+365% +$155K 0.04% 212
2018
Q4 		$41K Buy
+423
New +$45.8K 0.01% 275

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
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
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

CX Institutional's BR Position: Q2 2026 in Review

CX Institutional increased its Broadridge (BR) stake by 62% in Q2 2026, buying an estimated $107K and bringing the position to 1,854 shares worth $254K. The position accounts for 0.01% of the portfolio, ranked #682.

CX Institutional first reported a position in BR in Q4 2018 and has held it in 27 quarters since. The position peaked at $389K in Q3 2025. 185 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • CX Institutional held 1,854 shares of Broadridge worth $254K as of Q2 2026.
  • CX Institutional bought 709 Broadridge shares in Q2 2026, an estimated $107K.
  • Broadridge made up 0.01% of CX Institutional's portfolio in Q2 2026, its #682 holding.
  • CX Institutional first reported a position in Broadridge in Q4 2018 and has held it in 27 quarters since.
  • CX Institutional's Broadridge position peaked at $389K in Q3 2025.
  • 185 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.