Envestnet Portfolio Solutions’s Broadridge BR Stock Holding History

Envestnet Portfolio Solutions’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	$614K	Sell	4,483 -221	-5%	-$33.4K	﹤0.01%	904
2026 Q1	$764K	Sell	4,704 -3,810	-45%	-$724K	﹤0.01%	735
2025 Q4	$1.9M	Buy	8,514 +216	+3%	+$49.3K	0.01%	560
2025 Q3	$1.98M	Sell	8,298 -556	-6%	-$138K	0.01%	528
2025 Q2	$2.15M	Sell	8,854 -1,598	-15%	-$380K	0.01%	545
2025 Q1	$2.53M	Sell	10,452 -11,362	-52%	-$2.67M	0.01%	516
2024 Q4	$4.93M	Sell	21,814 -297	-1%	-$66.5K	0.02%	398
2024 Q3	$4.75M	Sell	22,111 -3,454	-14%	-$722K	0.02%	405
2024 Q2	$5.04M	Sell	25,565 -2,579	-9%	-$512K	0.02%	369
2024 Q1	$5.77M	Buy	28,144 +8,001	+40%	+$1.61M	0.02%	342
2023 Q4	$4.14M	Sell	20,143 -2,825	-12%	-$521K	0.02%	381
2023 Q3	$4.11M	Buy	+22,968	New	+$4.07M	0.02%	360

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

Envestnet Portfolio Solutions's BR Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its Broadridge (BR) stake by 4.7% in Q2 2026, selling an estimated $33.4K and leaving 4,483 shares worth $614K. The position accounts for ﹤0.01% of the portfolio, ranked #904.

Envestnet Portfolio Solutions first reported a position in BR in Q3 2023 and has held it in 12 quarters since. The position peaked at $5.77M in Q1 2024. 1,021 funds tracked by Wall St. Rank hold BR as of Q2 2026.

Envestnet Portfolio Solutions held 4,483 shares of Broadridge worth $614K as of Q2 2026.
Envestnet Portfolio Solutions sold 221 Broadridge shares in Q2 2026, an estimated $33.4K.
Broadridge made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #904 holding.
Envestnet Portfolio Solutions first reported a position in Broadridge in Q3 2023 and has held it in 12 quarters since.
Envestnet Portfolio Solutions's Broadridge position peaked at $5.77M in Q1 2024.
1,021 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.