DF
BR icon

DecisionPoint Financial’s Broadridge BR Stock Holding History

DecisionPoint Financial’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 		$282 Sell
2
-1
-33% -$151 ﹤0.01% 842
2026
Q1 		$488 Hold
3
– – ﹤0.01% 485
2025
Q4 		$670 Hold
3
– – ﹤0.01% 475
2025
Q3 		$704 Hold
3
– – ﹤0.01% 393
2025
Q2 		$735 Buy
+3
New +$713 ﹤0.01% 369

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 $3.38T AUM 44.17% 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

DecisionPoint Financial's BR Position: Q2 2026 in Review

DecisionPoint Financial reduced its Broadridge (BR) stake by 33% in Q2 2026, selling an estimated $151 and leaving 2 shares worth $282. The position accounts for ﹤0.01% of the portfolio, ranked #842.

DecisionPoint Financial first reported a position in BR in Q2 2025 and has held it in 5 quarters since. The position peaked at $735 in Q2 2025. 1,021 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • DecisionPoint Financial held 2 shares of Broadridge worth $282 as of Q2 2026.
  • DecisionPoint Financial sold 1 Broadridge share in Q2 2026, an estimated $151.
  • Broadridge made up ﹤0.01% of DecisionPoint Financial's portfolio in Q2 2026, its #842 holding.
  • DecisionPoint Financial first reported a position in Broadridge in Q2 2025 and has held it in 5 quarters since.
  • DecisionPoint Financial's Broadridge position peaked at $735 in Q2 2025.
  • 1,021 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on DecisionPoint Financial's 13F filing for Q2 2026, filed 5 Aug 2026.