Hazlett, Burt & Watson’s Broadridge BR Stock Holding History

Hazlett, Burt & Watson’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	$24K	Hold	175	–	–	0.01%	563
2026 Q1	$28K	Hold	175	–	–	0.01%	538
2025 Q4	$39K	Hold	175	–	–	0.01%	485
2025 Q3	$42K	Hold	175	–	–	0.01%	450
2025 Q2	$42K	Hold	175	–	–	0.02%	400
2025 Q1	$42K	Hold	175	–	–	0.02%	380
2024 Q4	$40K	Hold	175	–	–	0.02%	379
2024 Q3	$38K	Buy	+175	New	+$36.6K	0.02%	380

Other funds holding BR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Hazlett, Burt & Watson's BR Position: Q2 2026 in Review

Hazlett, Burt & Watson held its Broadridge (BR) position steady in Q2 2026 at 175 shares worth $24K. The position accounts for 0.01% of the portfolio, ranked #563.

Hazlett, Burt & Watson first reported a position in BR in Q3 2024 and has held it in 8 quarters since. The position peaked at $42K in Q3 2025. 1,017 funds tracked by Wall St. Rank hold BR as of Q2 2026.

Hazlett, Burt & Watson held 175 shares of Broadridge worth $24K as of Q2 2026.
Hazlett, Burt & Watson left its Broadridge share count unchanged in Q2 2026.
Broadridge made up 0.01% of Hazlett, Burt & Watson's portfolio in Q2 2026, its #563 holding.
Hazlett, Burt & Watson first reported a position in Broadridge in Q3 2024 and has held it in 8 quarters since.
Hazlett, Burt & Watson's Broadridge position peaked at $42K in Q3 2025.
1,017 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q2 2026, filed 30 Jul 2026.