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Guinness Atkinson Asset Management’s Broadridge BR Stock Holding History

Guinness Atkinson Asset Management’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
-36
Closed -$5.85K – 113
2026
Q1 		$5.85K Hold
36
– – ﹤0.01% 122
2025
Q4 		$8.19K Buy
+36
New +$8.21K ﹤0.01% 116

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

Guinness Atkinson Asset Management's BR Position: Q2 2026 in Review

Guinness Atkinson Asset Management sold out of Broadridge (BR) in Q2 2026, closing a stake of 36 shares — an estimated $5.85K sold.

Guinness Atkinson Asset Management first reported a position in BR in Q4 2025 and held it in 2 quarters. The position peaked at $8.19K in Q4 2025. 375 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Guinness Atkinson Asset Management reported no remaining Broadridge position as of Q2 2026 after selling out during the quarter.
  • Guinness Atkinson Asset Management sold 36 Broadridge shares in Q2 2026, an estimated $5.85K.
  • Guinness Atkinson Asset Management first reported a position in Broadridge in Q4 2025 and held it in 2 quarters.
  • Guinness Atkinson Asset Management's Broadridge position peaked at $8.19K in Q4 2025.
  • 375 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Guinness Atkinson Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.