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Cynosure Group’s Broadridge BR Stock Holding History

Cynosure 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 		$492K Hold
3,592
– – 0.07% 151
2026
Q1 		$584K Sell
3,592
-1,920
-35% -$365K 0.07% 72
2025
Q4 		$1.23M Buy
5,512
+260
+5% +$59.3K 0.13% 60
2025
Q3 		$1.25M Sell
5,252
-5,601
-52% -$1.39M 0.14% 60
2025
Q2 		$2.64M Buy
10,853
+9,375
+634% +$2.23M 0.3% 41
2025
Q1 		$358K Buy
1,478
+65
+5% +$15.3K 0.05% 205
2024
Q4 		$319K Sell
1,413
-407
-22% -$91.2K 0.05% 187
2024
Q3 		$391K Sell
1,820
-9,569
-84% -$2M 0.06% 223
2024
Q2 		$2.24M Buy
11,389
+9,790
+612% +$1.94M 0.36% 39
2024
Q1 		$328K Sell
1,599
-18,754
-92% -$3.78M 0.06% 210
2023
Q4 		$4.19M Sell
20,353
-39
-0.2% -$7.2K 0.75% 27
2023
Q3 		$3.65M Sell
20,392
-229
-1% -$40.6K 1.12% 22
2023
Q2 		$3.42M Buy
20,621
+6,847
+50% +$1.04M 1.03% 27
2023
Q1 		$2.02M Sell
13,774
-4,890
-26% -$700K 3.05% 10
2022
Q4 		$2.5M Sell
18,664
-647
-3% -$91.9K 2.6% 11
2022
Q3 		$2.79M Buy
19,311
+85
+0.4% +$13.8K 2.98% 8
2022
Q2 		$2.74M Sell
19,226
-286
-1% -$41.5K 2.69% 10
2022
Q1 		$3.04M Sell
19,512
-2,311
-11% -$355K 2.45% 12
2021
Q4 		$3.99M Sell
21,823
-1,603
-7% -$282K 3.01% 12
2021
Q3 		$3.9M Sell
23,426
-126
-0.5% -$21.5K 3.01% 10
2021
Q2 		$3.8M Buy
23,552
+88
+0.4% +$14.1K 2.95% 10
2021
Q1 		$3.59M Hold
23,464
– – 2.82% 10
2020
Q4 		$3.6M Hold
23,464
– – 3.05% 9
2020
Q3 		$3.1M Buy
+23,464
New +$3.14M 3.24% 7

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

Cynosure Group's BR Position: Q2 2026 in Review

Cynosure Group held its Broadridge (BR) position steady in Q2 2026 at 3,592 shares worth $492K. The position accounts for 0.07% of the portfolio, ranked #151.

Cynosure Group first reported a position in BR in Q3 2020 and has held it in 24 quarters since. The position peaked at $4.19M in Q4 2023. 1,017 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Cynosure Group held 3,592 shares of Broadridge worth $492K as of Q2 2026.
  • Cynosure Group left its Broadridge share count unchanged in Q2 2026.
  • Broadridge made up 0.07% of Cynosure Group's portfolio in Q2 2026, its #151 holding.
  • Cynosure Group first reported a position in Broadridge in Q3 2020 and has held it in 24 quarters since.
  • Cynosure Group's Broadridge position peaked at $4.19M in Q4 2023.
  • 1,017 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Cynosure Group's 13F filing for Q2 2026, filed 5 Aug 2026.