Fifth Third Wealth Advisors’s Broadridge BR Stock Holding History

Fifth Third Wealth Advisors’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	$231K	Sell	1,686 -273	-14%	-$41.2K	0.01%	853
2026 Q1	$318K	Buy	1,959 +195	+11%	+$37K	0.01%	578
2025 Q4	$394K	Buy	1,764 +207	+13%	+$47.2K	0.01%	467
2025 Q3	$371K	Sell	1,557 -18	-1%	-$4.48K	0.01%	479
2025 Q2	$383K	Sell	1,575 -54	-3%	-$12.8K	0.02%	446
2025 Q1	$395K	Buy	1,629 +530	+48%	+$125K	0.02%	398
2024 Q4	$248K	Buy	1,099 +20	+2%	+$4.48K	0.01%	592
2024 Q3	$232K	Sell	1,079 -8	-0.7%	-$1.67K	0.01%	576
2024 Q2	$214K	Buy	+1,087	New	+$216K	0.02%	572

Other funds holding BR

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

BST

Bath Savings Trust Bath, Maine $965M AUM 10.64% 1-Year Est. Return

MCM

McRae Capital Management Morristown, New Jersey $508M AUM 14.21% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Fifth Third Wealth Advisors's BR Position: Q2 2026 in Review

Fifth Third Wealth Advisors reduced its Broadridge (BR) stake by 14% in Q2 2026, selling an estimated $41.2K and leaving 1,686 shares worth $231K. The position accounts for 0.01% of the portfolio, ranked #853.

Fifth Third Wealth Advisors first reported a position in BR in Q2 2024 and has held it in 9 quarters since. The position peaked at $395K in Q1 2025. 162 funds tracked by Wall St. Rank hold BR as of Q2 2026.

Fifth Third Wealth Advisors held 1,686 shares of Broadridge worth $231K as of Q2 2026.
Fifth Third Wealth Advisors sold 273 Broadridge shares in Q2 2026, an estimated $41.2K.
Broadridge made up 0.01% of Fifth Third Wealth Advisors's portfolio in Q2 2026, its #853 holding.
Fifth Third Wealth Advisors first reported a position in Broadridge in Q2 2024 and has held it in 9 quarters since.
Fifth Third Wealth Advisors's Broadridge position peaked at $395K in Q1 2025.
162 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Fifth Third Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.