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Freestone Grove Partners’s Broadridge BR Stock Holding History

Freestone Grove Partners’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 		$2.74M Buy
+19,988
New +$3.02M 0.02% 387
2025
Q4 		– Sell
-888
Closed -$211K – 744
2025
Q3 		$211K Buy
+888
New +$221K ﹤0.01% 660

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

Freestone Grove Partners's BR Position: Q2 2026 in Review

Freestone Grove Partners opened a new position in Broadridge (BR) in Q2 2026: 19,988 shares worth $2.74M. The stake represents 0.02% of the portfolio and ranks #387 among its holdings. This is a return to the name: Freestone Grove Partners previously reported a position in BR as recently as Q3 2025.

Freestone Grove Partners first reported a position in BR in Q3 2025 and has held it in 2 quarters since. 1,017 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Freestone Grove Partners held 19,988 shares of Broadridge worth $2.74M as of Q2 2026.
  • Broadridge was a new Freestone Grove Partners position in Q2 2026.
  • Broadridge made up 0.02% of Freestone Grove Partners's portfolio in Q2 2026, its #387 holding.
  • Freestone Grove Partners first reported a position in Broadridge in Q3 2025 and has held it in 2 quarters since.
  • 1,017 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Freestone Grove Partners's 13F filing for Q2 2026, filed 14 Aug 2026.