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Dogwood Wealth Management’s Broadridge BR Stock Holding History

Dogwood Wealth Management’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
-11
Closed -$1.79K – 859
2026
Q1 		$1.79K Sell
11
-3
-21% -$570 ﹤0.01% 658
2025
Q4 		$3.12K Buy
14
+13
+1,300% +$2.96K ﹤0.01% 495
2025
Q3 		$239 Hold
1
– – ﹤0.01% 686
2025
Q2 		$238 Sell
1
-5
-83% -$1.19K ﹤0.01% 663
2025
Q1 		$1.46K Buy
+6
New +$1.41K ﹤0.01% 404
2024
Q3 		– Hold
0
– – – 384
2024
Q2 		– Hold
0
– – – 465
2024
Q1 		– Hold
0
– – – 463
2023
Q4 		– Hold
0
– – – 407

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

Dogwood Wealth Management's BR Position: Q2 2026 in Review

Dogwood Wealth Management sold out of Broadridge (BR) in Q2 2026, closing a stake of 11 shares — an estimated $1.79K sold.

Dogwood Wealth Management first reported a position in BR in Q1 2025 and held it in 5 quarters. The position peaked at $3.12K in Q4 2025. 1,015 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Dogwood Wealth Management reported no remaining Broadridge position as of Q2 2026 after selling out during the quarter.
  • Dogwood Wealth Management sold 11 Broadridge shares in Q2 2026, an estimated $1.79K.
  • Dogwood Wealth Management first reported a position in Broadridge in Q1 2025 and held it in 5 quarters.
  • Dogwood Wealth Management's Broadridge position peaked at $3.12K in Q4 2025.
  • 1,015 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.