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Diversified Enterprises’s Broadridge BR Stock Holding History

Diversified Enterprises’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 		– Sell
-1,905
Closed -$310K – 428
2026
Q1 		$310K Buy
1,905
+302
+19% +$57.4K 0.02% 316
2025
Q4 		$358K Buy
1,603
+111
+7% +$25.3K 0.02% 270
2025
Q3 		$355K Buy
1,492
+355
+31% +$88.4K 0.02% 212
2025
Q2 		$276K Sell
1,137
-241
-17% -$57.3K 0.02% 243
2025
Q1 		$334K Buy
+1,378
New +$324K 0.03% 207

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

Diversified Enterprises's BR Position: Q2 2026 in Review

Diversified Enterprises sold out of Broadridge (BR) in Q2 2026, closing a stake of 1,905 shares — an estimated $310K sold.

Diversified Enterprises first reported a position in BR in Q1 2025 and held it in 5 quarters. The position peaked at $358K in Q4 2025. 1,017 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Diversified Enterprises reported no remaining Broadridge position as of Q2 2026 after selling out during the quarter.
  • Diversified Enterprises sold 1,905 Broadridge shares in Q2 2026, an estimated $310K.
  • Diversified Enterprises first reported a position in Broadridge in Q1 2025 and held it in 5 quarters.
  • Diversified Enterprises's Broadridge position peaked at $358K in Q4 2025.
  • 1,017 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Diversified Enterprises's 13F filing for Q2 2026, filed 31 Jul 2026.