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Hughes Financial Services’s Broadridge BR Stock Holding History

Hughes Financial Services’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 		$548 Sell
4
-3
-43% -$453 ﹤0.01% 1069
2026
Q1 		$1.14K Hold
7
– – ﹤0.01% 734
2025
Q4 		$1.56K Buy
7
+1
+17% +$228 ﹤0.01% 607
2025
Q3 		$1.34K Sell
6
-2
-25% -$498 ﹤0.01% 652
2025
Q2 		$2.13K Sell
8
-4
-33% -$951 ﹤0.01% 534
2025
Q1 		$2.94K Buy
+12
New +$2.82K ﹤0.01% 493

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 $3.38T AUM 44.17% 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

Hughes Financial Services's BR Position: Q2 2026 in Review

Hughes Financial Services reduced its Broadridge (BR) stake by 43% in Q2 2026, selling an estimated $453 and leaving 4 shares worth $548. The position accounts for ﹤0.01% of the portfolio, ranked #1069.

Hughes Financial Services first reported a position in BR in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.94K in Q1 2025. 1,021 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Hughes Financial Services held 4 shares of Broadridge worth $548 as of Q2 2026.
  • Hughes Financial Services sold 3 Broadridge shares in Q2 2026, an estimated $453.
  • Broadridge made up ﹤0.01% of Hughes Financial Services's portfolio in Q2 2026, its #1069 holding.
  • Hughes Financial Services first reported a position in Broadridge in Q1 2025 and has held it in 6 quarters since.
  • Hughes Financial Services's Broadridge position peaked at $2.94K in Q1 2025.
  • 1,021 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Hughes Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.