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HM Payson & Co’s Broadridge BR Stock Holding History

HM Payson & Co’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 		$42.5K Hold
310
– – ﹤0.01% 738
2026
Q1 		$50.4K Hold
310
– – ﹤0.01% 682
2025
Q4 		$69.2K Hold
310
– – ﹤0.01% 633
2025
Q3 		$73.8K Hold
310
– – ﹤0.01% 614
2025
Q2 		$75.3K Hold
310
– – ﹤0.01% 586
2025
Q1 		$75.2K Hold
310
– – ﹤0.01% 574
2024
Q4 		$70.1K Sell
310
-1
-0.3% -$224 ﹤0.01% 587
2024
Q3 		$66.9K Sell
311
-2
-0.6% -$418 ﹤0.01% 585
2024
Q2 		$61.7K Sell
313
-50
-14% -$9.92K ﹤0.01% 567
2024
Q1 		$74.4K Sell
363
-16
-4% -$3.23K ﹤0.01% 545
2023
Q4 		$78K Sell
379
-374
-50% -$69K ﹤0.01% 522
2023
Q3 		$135K Sell
753
-390
-34% -$69.1K ﹤0.01% 438
2023
Q2 		$189K Hold
1,143
– – ﹤0.01% 377
2023
Q1 		$168K Sell
1,143
-250
-18% -$35.8K ﹤0.01% 400
2022
Q4 		$187K Sell
1,393
-223,091
-99% -$31.7M ﹤0.01% 378
2022
Q3 		$32.4M Sell
224,484
-10,227
-4% -$1.66M 0.89% 38
2022
Q2 		$33.5M Sell
234,711
-23,614
-9% -$3.43M 0.86% 39
2022
Q1 		$40.2M Buy
258,325
+15,801
+7% +$2.42M 0.92% 35
2021
Q4 		$44.3M Buy
242,524
+14,184
+6% +$2.49M 0.96% 36
2021
Q3 		$38.1M Buy
228,340
+8,232
+4% +$1.4M 0.93% 36
2021
Q2 		$35.6M Buy
220,108
+7,184
+3% +$1.15M 0.87% 40
2021
Q1 		$32.6M Buy
212,924
+9,660
+5% +$1.43M 0.87% 40
2020
Q4 		$31.1M Buy
203,264
+33,279
+20% +$4.83M 0.86% 37
2020
Q3 		$22.4M Buy
169,985
+169,475
+33,230% +$22.7M 0.69% 42
2020
Q2 		$64K Hold
510
– – ﹤0.01% 487
2020
Q1 		$48K Sell
510
-200
-28% -$22.8K ﹤0.01% 503
2019
Q4 		$88K Hold
710
– – ﹤0.01% 489
2019
Q3 		$88K Buy
710
+260
+58% +$33.5K ﹤0.01% 493
2019
Q2 		$57K Buy
+450
New +$54.2K ﹤0.01% 578

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
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 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

HM Payson & Co's BR Position: Q2 2026 in Review

HM Payson & Co held its Broadridge (BR) position steady in Q2 2026 at 310 shares worth $42.5K. The position accounts for ﹤0.01% of the portfolio, ranked #738.

HM Payson & Co first reported a position in BR in Q2 2019 and has held it in 29 quarters since. The position peaked at $44.3M in Q4 2021. 174 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • HM Payson & Co held 310 shares of Broadridge worth $42.5K as of Q2 2026.
  • HM Payson & Co left its Broadridge share count unchanged in Q2 2026.
  • Broadridge made up ﹤0.01% of HM Payson & Co's portfolio in Q2 2026, its #738 holding.
  • HM Payson & Co first reported a position in Broadridge in Q2 2019 and has held it in 29 quarters since.
  • HM Payson & Co's Broadridge position peaked at $44.3M in Q4 2021.
  • 174 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.