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Dunhill Financial’s Broadridge BR Stock Holding History

Dunhill 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 		$837 Buy
6
+4
+200% +$604 ﹤0.01% 1038
2026
Q1 		$476 Sell
2
-8
-80% -$1.52K ﹤0.01% 1109
2025
Q4 		$2.23K Buy
10
+1
+11% +$228 ﹤0.01% 723
2025
Q3 		$2.17K Hold
9
– – ﹤0.01% 687
2025
Q2 		$2.22K Sell
9
-19
-68% -$4.52K ﹤0.01% 669
2025
Q1 		$6.69K Sell
28
-1
-3% -$235 ﹤0.01% 505
2024
Q4 		$6.66K Buy
29
+5
+21% +$1.12K ﹤0.01% 479
2024
Q3 		$5.11K Buy
24
+13
+118% +$2.72K ﹤0.01% 544
2024
Q2 		$2.21K Buy
11
+2
+22% +$397 ﹤0.01% 539
2024
Q1 		$1.83K Buy
9
+1
+13% +$202 ﹤0.01% 513
2023
Q4 		$1.55K Buy
+8
New +$1.48K ﹤0.01% 502

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

Dunhill Financial's BR Position: Q2 2026 in Review

Dunhill Financial increased its Broadridge (BR) stake by 200% in Q2 2026, buying an estimated $604 and bringing the position to 6 shares worth $837. The position accounts for ﹤0.01% of the portfolio, ranked #1038.

Dunhill Financial first reported a position in BR in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.69K in Q1 2025. 1,019 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Dunhill Financial held 6 shares of Broadridge worth $837 as of Q2 2026.
  • Dunhill Financial bought 4 Broadridge shares in Q2 2026, an estimated $604.
  • Broadridge made up ﹤0.01% of Dunhill Financial's portfolio in Q2 2026, its #1038 holding.
  • Dunhill Financial first reported a position in Broadridge in Q4 2023 and has held it in 11 quarters since.
  • Dunhill Financial's Broadridge position peaked at $6.69K in Q1 2025.
  • 1,019 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Dunhill Financial's 13F filing for Q2 2026, filed 7 Aug 2026.