Edmond de Rothschild Holding’s Broadridge BR Stock Holding History

Edmond de Rothschild Holding’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	$121K	Hold	882	–	–	﹤0.01%	474
2026 Q1	$143K	Hold	882	–	–	﹤0.01%	394
2025 Q4	$197K	Hold	882	–	–	﹤0.01%	383
2025 Q3	$210K	Hold	882	–	–	﹤0.01%	386
2025 Q2	$214K	Hold	882	–	–	﹤0.01%	375
2025 Q1	$214K	Hold	882	–	–	﹤0.01%	384
2024 Q4	$199K	Hold	882	–	–	﹤0.01%	406
2024 Q3	$190K	Hold	882	–	–	﹤0.01%	424
2024 Q2	$174K	Hold	882	–	–	﹤0.01%	442
2024 Q1	$181K	Buy	+882	New	+$178K	﹤0.01%	434
2023 Q2	–	Sell	-281	Closed	-$41.2K	–	724
2023 Q1	$41.2K	Hold	281	–	–	﹤0.01%	603
2022 Q4	$37.7K	Buy	+281	New	+$39.9K	﹤0.01%	665
2018 Q3	–	Sell	-1,743	Closed	-$201K	–	739
2018 Q2	$201K	Buy	+1,743	New	+$197K	0.01%	473

Other funds holding BR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Edmond de Rothschild Holding's BR Position: Q2 2026 in Review

Edmond de Rothschild Holding held its Broadridge (BR) position steady in Q2 2026 at 882 shares worth $121K. The position accounts for ﹤0.01% of the portfolio, ranked #474.

Edmond de Rothschild Holding first reported a position in BR in Q2 2018 and has held it in 13 quarters since. The position peaked at $214K in Q2 2025. 1,021 funds tracked by Wall St. Rank hold BR as of Q2 2026.

Edmond de Rothschild Holding held 882 shares of Broadridge worth $121K as of Q2 2026.
Edmond de Rothschild Holding left its Broadridge share count unchanged in Q2 2026.
Broadridge made up ﹤0.01% of Edmond de Rothschild Holding's portfolio in Q2 2026, its #474 holding.
Edmond de Rothschild Holding first reported a position in Broadridge in Q2 2018 and has held it in 13 quarters since.
Edmond de Rothschild Holding's Broadridge position peaked at $214K in Q2 2025.
1,021 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Edmond de Rothschild Holding's 13F filing for Q2 2026, filed 10 Aug 2026.