Fiduciary Trust’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.79M | Buy |
11,001
+873
| +9% | +$166K | 0.02% | 301 |
|
|
2025
Q4 | $2.26M | Sell |
10,128
-158
| -2% | -$36K | 0.03% | 263 |
|
|
2025
Q3 | $2.45M | Buy |
10,286
+1,023
| +11% | +$255K | 0.03% | 256 |
|
|
2025
Q2 | $2.25M | Sell |
9,263
-1,022
| -10% | -$243K | 0.03% | 264 |
|
|
2025
Q1 | $2.49M | Buy |
10,285
+5,810
| +130% | +$1.37M | 0.03% | 242 |
|
|
2024
Q4 | $1.01M | Hold |
4,475
| – | – | 0.01% | 353 |
|
|
2024
Q3 | $962K | Buy |
4,475
+61
| +1% | +$12.8K | 0.01% | 372 |
|
|
2024
Q2 | $870K | Sell |
4,414
-56
| -1% | -$11.1K | 0.01% | 363 |
|
|
2024
Q1 | $916K | Sell |
4,470
-146
| -3% | -$29.4K | 0.01% | 359 |
|
|
2023
Q4 | $950K | Buy |
4,616
+980
| +27% | +$181K | 0.02% | 346 |
|
|
2023
Q3 | $651K | Buy |
3,636
+150
| +4% | +$26.6K | 0.01% | 385 |
|
|
2023
Q2 | $577K | Sell |
3,486
-563
| -14% | -$85.2K | 0.01% | 423 |
|
|
2023
Q1 | $593K | Sell |
4,049
-300
| -7% | -$42.9K | 0.01% | 412 |
|
|
2022
Q4 | $583K | Sell |
4,349
-398
| -8% | -$56.5K | 0.01% | 428 |
|
|
2022
Q3 | $685K | Buy |
4,747
+206
| +5% | +$33.4K | 0.01% | 387 |
|
|
2022
Q2 | $647K | Sell |
4,541
-336
| -7% | -$48.8K | 0.01% | 401 |
|
|
2022
Q1 | $759K | Sell |
4,877
-50
| -1% | -$7.67K | 0.01% | 400 |
|
|
2021
Q4 | $901K | Buy |
4,927
+35
| +0.7% | +$6.15K | 0.01% | 363 |
|
|
2021
Q3 | $815K | Buy |
4,892
+1,380
| +39% | +$235K | 0.01% | 374 |
|
|
2021
Q2 | $567K | Buy |
3,512
+400
| +13% | +$63.9K | 0.01% | 441 |
|
|
2021
Q1 | $477K | Sell |
3,112
-50
| -2% | -$7.38K | 0.01% | 460 |
|
|
2020
Q4 | $485K | Buy |
3,162
+715
| +29% | +$104K | 0.01% | 434 |
|
|
2020
Q3 | $323K | Sell |
2,447
-239
| -9% | -$32K | 0.01% | 459 |
|
|
2020
Q2 | $339K | Buy |
2,686
+10
| +0.4% | +$1.16K | 0.01% | 438 |
|
|
2020
Q1 | $253K | Sell |
2,676
-28
| -1% | -$3.19K | 0.01% | 442 |
|
|
2019
Q4 | $334K | Hold |
2,704
| – | – | 0.01% | 431 |
|
|
2019
Q3 | $337K | Hold |
2,704
| – | – | 0.01% | 430 |
|
|
2019
Q2 | $345K | Buy |
2,704
+730
| +37% | +$87.9K | 0.01% | 405 |
|
|
2019
Q1 | $205K | Buy |
+1,974
| New | +$198K | 0.01% | 463 |
|
|
2018
Q4 | – | Sell |
-2,044
| Closed | -$270K | – | 446 |
|
|
2018
Q3 | $270K | Buy |
2,044
+12
| +0.6% | +$1.52K | 0.01% | 414 |
|
|
2018
Q2 | $234K | Hold |
2,032
| – | – | 0.01% | 423 |
|
|
2018
Q1 | $223K | Buy |
+2,032
| New | +$202K | 0.01% | 426 |
|
|
2017
Q3 | – | Sell |
-2,805
| Closed | -$212K | – | 437 |
|
|
2017
Q2 | $212K | Buy |
+2,805
| New | +$202K | 0.01% | 426 |
|
Other funds holding BR
VCM
VPM
Fiduciary Trust's BR Position: Q1 2026 in Review
Fiduciary Trust increased its Broadridge (BR) stake by 8.6% in Q1 2026, buying an estimated $166K and bringing the position to 11,001 shares worth $1.79M. The position accounts for 0.02% of the portfolio, ranked #301.
Fiduciary Trust first reported a position in BR in Q2 2017 and has held it in 33 quarters since. The position peaked at $2.49M in Q1 2025. 1,054 funds tracked by Wall St. Rank hold BR as of Q1 2026.
- Fiduciary Trust held 11,001 shares of Broadridge worth $1.79M as of Q1 2026.
- Fiduciary Trust bought 873 Broadridge shares in Q1 2026, an estimated $166K.
- Broadridge made up 0.02% of Fiduciary Trust's portfolio in Q1 2026, its #301 holding.
- Fiduciary Trust first reported a position in Broadridge in Q2 2017 and has held it in 33 quarters since.
- Fiduciary Trust's Broadridge position peaked at $2.49M in Q1 2025.
- 1,054 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.
Based on Fiduciary Trust's 13F filing for Q1 2026, filed 15 May 2026.