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Fiduciary Family Office’s Broadridge BR Stock Holding History

Fiduciary Family Office’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
-1,642
Closed -$267K – 181
2026
Q1 		$267K Sell
1,642
-683
-29% -$130K 0.08% 155
2025
Q4 		$519K Sell
2,325
-807
-26% -$184K 0.15% 108
2025
Q3 		$746K Buy
3,132
+301
+11% +$75K 0.21% 97
2025
Q2 		$688K Sell
2,831
-93
-3% -$22.1K 0.23% 92
2025
Q1 		$709K Buy
+2,924
New +$688K 0.24% 94
2024
Q4 		– Sell
-2,489
Closed -$535K – 102
2024
Q3 		$535K Buy
+2,489
New +$521K 0.18% 124

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

Fiduciary Family Office's BR Position: Q2 2026 in Review

Fiduciary Family Office sold out of Broadridge (BR) in Q2 2026, closing a stake of 1,642 shares — an estimated $267K sold.

Fiduciary Family Office first reported a position in BR in Q3 2024 and held it in 6 quarters. The position peaked at $746K in Q3 2025. 1,017 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Fiduciary Family Office reported no remaining Broadridge position as of Q2 2026 after selling out during the quarter.
  • Fiduciary Family Office sold 1,642 Broadridge shares in Q2 2026, an estimated $267K.
  • Fiduciary Family Office first reported a position in Broadridge in Q3 2024 and held it in 6 quarters.
  • Fiduciary Family Office's Broadridge position peaked at $746K in Q3 2025.
  • 1,017 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Fiduciary Family Office's 13F filing for Q2 2026, filed 5 Aug 2026.