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Impact Partnership Wealth’s Broadridge BR Stock Holding History

Impact Partnership Wealth’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 		$378K Buy
+2,759
New +$417K 0.04% 303
2024
Q2 		– Sell
-31
Closed -$6.35K – 270
2024
Q1 		$6.35K Hold
31
– – ﹤0.01% 483
2023
Q4 		$6.38K Hold
31
– – ﹤0.01% 555
2023
Q3 		$5.55K Buy
+31
New +$5.49K ﹤0.01% 677

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 $3.37T AUM 44.26% 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

Impact Partnership Wealth's BR Position: Q2 2026 in Review

Impact Partnership Wealth opened a new position in Broadridge (BR) in Q2 2026: 2,759 shares worth $378K. The stake represents 0.04% of the portfolio and ranks #303 among its holdings. This is a return to the name: Impact Partnership Wealth previously reported a position in BR as recently as Q1 2024.

Impact Partnership Wealth first reported a position in BR in Q3 2023 and has held it in 4 quarters since. 1,020 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Impact Partnership Wealth held 2,759 shares of Broadridge worth $378K as of Q2 2026.
  • Broadridge was a new Impact Partnership Wealth position in Q2 2026.
  • Broadridge made up 0.04% of Impact Partnership Wealth's portfolio in Q2 2026, its #303 holding.
  • Impact Partnership Wealth first reported a position in Broadridge in Q3 2023 and has held it in 4 quarters since.
  • 1,020 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Impact Partnership Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.