DiNuzzo Private Wealth’s Broadridge BR Stock Holding History

DiNuzzo Private Wealth’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	$1.37K	Sell	10 -5	-33%	-$755	﹤0.01%	799
2026 Q1	$2.44K	Sell	15 -2	-12%	-$380	﹤0.01%	571
2025 Q4	$3.79K	Hold	17	–	–	﹤0.01%	434
2025 Q3	$4.35K	Hold	17	–	–	﹤0.01%	403
2025 Q2	$4.13K	Hold	17	–	–	﹤0.01%	415
2025 Q1	$4.12K	Hold	17	–	–	﹤0.01%	399
2024 Q4	$3.84K	Hold	17	–	–	﹤0.01%	410
2024 Q3	$3.66K	Hold	17	–	–	﹤0.01%	430
2024 Q2	$3.35K	Buy	17 +1	+6%	+$198	﹤0.01%	372
2024 Q1	$3.28K	Hold	16	–	–	﹤0.01%	330
2023 Q4	$3.29K	Buy	+16	New	+$2.95K	﹤0.01%	306

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

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

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 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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

DiNuzzo Private Wealth's BR Position: Q2 2026 in Review

DiNuzzo Private Wealth reduced its Broadridge (BR) stake by 33% in Q2 2026, selling an estimated $755 and leaving 10 shares worth $1.37K. The position accounts for ﹤0.01% of the portfolio, ranked #799.

DiNuzzo Private Wealth first reported a position in BR in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.35K in Q3 2025. 333 funds tracked by Wall St. Rank hold BR as of Q2 2026.

DiNuzzo Private Wealth held 10 shares of Broadridge worth $1.37K as of Q2 2026.
DiNuzzo Private Wealth sold 5 Broadridge shares in Q2 2026, an estimated $755.
Broadridge made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #799 holding.
DiNuzzo Private Wealth first reported a position in Broadridge in Q4 2023 and has held it in 11 quarters since.
DiNuzzo Private Wealth's Broadridge position peaked at $4.35K in Q3 2025.
333 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.