First Horizon Corporation’s Broadridge BR Stock Holding History

First Horizon Corporation’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	$9.45K	Sell	69 -41	-37%	-$6.19K	﹤0.01%	1131
2026 Q1	$17.9K	Buy	110 +4	+4%	+$760	﹤0.01%	920
2025 Q4	$23.7K	Hold	106	–	–	﹤0.01%	903
2025 Q3	$25.2K	Buy	+106	New	+$26.4K	﹤0.01%	797
2021 Q2	$525K	Sell	3,256 -233	-7%	-$37.2K	0.05%	175
2021 Q1	$534K	Sell	3,489 -410	-11%	-$60.5K	0.05%	179
2020 Q4	$597K	Sell	3,899 -225	-5%	-$32.6K	0.06%	163
2020 Q3	$544K	Buy	+4,124	New	+$551K	0.06%	153

Other funds holding BR

CIM

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

SIC

Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return

FAM

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

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

TIA

Tandem Investment Advisors Charleston, South Carolina $1.49B AUM 12.33% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

First Horizon Corporation's BR Position: Q2 2026 in Review

First Horizon Corporation reduced its Broadridge (BR) stake by 37% in Q2 2026, selling an estimated $6.19K and leaving 69 shares worth $9.45K. The position accounts for ﹤0.01% of the portfolio, ranked #1131.

First Horizon Corporation first reported a position in BR in Q3 2020 and has held it in 8 quarters since. The position peaked at $597K in Q4 2020. 375 funds tracked by Wall St. Rank hold BR as of Q2 2026.

First Horizon Corporation held 69 shares of Broadridge worth $9.45K as of Q2 2026.
First Horizon Corporation sold 41 Broadridge shares in Q2 2026, an estimated $6.19K.
Broadridge made up ﹤0.01% of First Horizon Corporation's portfolio in Q2 2026, its #1131 holding.
First Horizon Corporation first reported a position in Broadridge in Q3 2020 and has held it in 8 quarters since.
First Horizon Corporation's Broadridge position peaked at $597K in Q4 2020.
375 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on First Horizon Corporation's 13F filing for Q2 2026, filed 20 Jul 2026.