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Fulton Bank’s Broadridge BR Stock Holding History

Fulton Bank’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
-1,281
Closed -$208K – 698
2026
Q1 		$208K Buy
1,281
+27
+2% +$5.13K 0.01% 638
2025
Q4 		$280K Sell
1,254
-120
-9% -$27.4K 0.01% 574
2025
Q3 		$327K Sell
1,374
-1,473
-52% -$367K 0.01% 529
2025
Q2 		$692K Sell
2,847
-343
-11% -$81.5K 0.03% 359
2025
Q1 		$773K Sell
3,190
-156
-5% -$36.7K 0.03% 314
2024
Q4 		$756K Buy
3,346
+147
+5% +$32.9K 0.03% 325
2024
Q3 		$688K Sell
3,199
-1
-0% -$209 0.03% 344
2024
Q2 		$630K Buy
3,200
+35
+1% +$6.94K 0.03% 338
2024
Q1 		$648K Buy
3,165
+11
+0.3% +$2.22K 0.03% 339
2023
Q4 		$649K Buy
3,154
+221
+8% +$40.8K 0.03% 328
2023
Q3 		$525K Buy
2,933
+113
+4% +$20K 0.03% 343
2023
Q2 		$467K Sell
2,820
-56
-2% -$8.47K 0.02% 354
2023
Q1 		$422K Sell
2,876
-166
-5% -$23.8K 0.02% 356
2022
Q4 		$408K Buy
3,042
+543
+22% +$77.1K 0.02% 344
2022
Q3 		$361K Buy
2,499
+452
+22% +$73.4K 0.02% 343
2022
Q2 		$292K Buy
2,047
+359
+21% +$52.1K 0.02% 386
2022
Q1 		$263K Sell
1,688
-29
-2% -$4.45K 0.01% 443
2021
Q4 		$314K Buy
+1,717
New +$302K 0.01% 427
2018
Q4 		– Sell
-2,566
Closed -$339K – 416
2018
Q3 		$339K Sell
2,566
-264
-9% -$33.5K 0.02% 354
2018
Q2 		$326K Sell
2,830
-878
-24% -$99.1K 0.02% 355
2018
Q1 		$406K Sell
3,708
-914
-20% -$90.8K 0.03% 322
2017
Q4 		$419K Sell
4,622
-65
-1% -$5.67K 0.03% 310
2017
Q3 		$378K Sell
4,687
-1,114
-19% -$85.8K 0.03% 326
2017
Q2 		$438K Sell
5,801
-638
-10% -$46K 0.03% 269
2017
Q1 		$437K Sell
6,439
-269
-4% -$18.2K 0.04% 256
2016
Q4 		$445K Sell
6,708
-860
-11% -$55.9K 0.04% 249
2016
Q3 		$513K Sell
7,568
-1,584
-17% -$108K 0.05% 224
2016
Q2 		$597K Sell
9,152
-20
-0.2% -$1.24K 0.06% 189
2016
Q1 		$544K Buy
9,172
+805
+10% +$43.9K 0.06% 212
2015
Q4 		$450K Sell
8,367
-1,997
-19% -$112K 0.05% 231
2015
Q3 		$574K Sell
10,364
-6
-0.1% -$322 0.06% 200
2015
Q2 		$518K Buy
10,370
+29
+0.3% +$1.54K 0.05% 223
2015
Q1 		$569K Sell
10,341
-366
-3% -$18.6K 0.06% 215
2014
Q4 		$495K Sell
10,707
-1,482
-12% -$64.8K 0.05% 212
2014
Q3 		$508K Sell
12,189
-226
-2% -$9.39K 0.06% 201
2014
Q2 		$517K Buy
12,415
+3,113
+33% +$122K 0.06% 205
2014
Q1 		$345K Buy
9,302
+303
+3% +$11.4K 0.04% 240
2013
Q4 		$356K Sell
8,999
-9,419
-51% -$340K 0.04% 237
2013
Q3 		$585K Buy
18,418
+7,730
+72% +$230K 0.07% 189
2013
Q2 		$284K Buy
+10,688
New +$275K 0.04% 243

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
Swedbank
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
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return

Fulton Bank's BR Position: Q2 2026 in Review

Fulton Bank sold out of Broadridge (BR) in Q2 2026, closing a stake of 1,281 shares — an estimated $208K sold.

Fulton Bank first reported a position in BR in Q2 2013 and held it in 40 quarters. The position peaked at $773K in Q1 2025. 132 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Fulton Bank reported no remaining Broadridge position as of Q2 2026 after selling out during the quarter.
  • Fulton Bank sold 1,281 Broadridge shares in Q2 2026, an estimated $208K.
  • Fulton Bank first reported a position in Broadridge in Q2 2013 and held it in 40 quarters.
  • Fulton Bank's Broadridge position peaked at $773K in Q1 2025.
  • 132 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Fulton Bank's 13F filing for Q2 2026, filed 9 Jul 2026.