DiNuzzo Private Wealth
BR icon

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
Q3 		$4.51K Buy
28
+18
+180% +$2.94K ﹤0.01% 429
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

Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Schwartz Investment Counsel
Schwartz Investment Counsel Plymouth, Michigan $2.87B AUM 22.48% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

DiNuzzo Private Wealth's BR Position: Q3 2026 in Review

DiNuzzo Private Wealth increased its Broadridge (BR) stake by 180% in Q3 2026, buying an estimated $2.94K and bringing the position to 28 shares worth $4.51K. The position accounts for ﹤0.01% of the portfolio, ranked #429.

DiNuzzo Private Wealth first reported a position in BR in Q4 2023 and has held it in 12 quarters since. 342 funds tracked by Wall St. Rank hold BR as of Q3 2026.

  • DiNuzzo Private Wealth held 28 shares of Broadridge worth $4.51K as of Q3 2026.
  • DiNuzzo Private Wealth bought 18 Broadridge shares in Q3 2026, an estimated $2.94K.
  • Broadridge made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q3 2026, its #429 holding.
  • DiNuzzo Private Wealth first reported a position in Broadridge in Q4 2023 and has held it in 12 quarters since.
  • 342 funds tracked by Wall St. Rank held Broadridge as of Q3 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.