Imprint Wealth’s Broadridge BR Stock Holding History

Imprint 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	–	Sell	-4	Closed	-$650	–	287
2026 Q1	$650	Hold	4	–	–	﹤0.01%	283
2025 Q4	$893	Sell	4 -14	-78%	-$3.19K	﹤0.01%	290
2025 Q3	$4.29K	Buy	+18	New	+$4.48K	0.01%	254

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

Imprint Wealth's BR Position: Q2 2026 in Review

Imprint Wealth sold out of Broadridge (BR) in Q2 2026, closing a stake of 4 shares — an estimated $650 sold.

Imprint Wealth first reported a position in BR in Q3 2025 and held it in 3 quarters. The position peaked at $4.29K in Q3 2025. 1,019 funds tracked by Wall St. Rank hold BR as of Q2 2026.

Imprint Wealth reported no remaining Broadridge position as of Q2 2026 after selling out during the quarter.
Imprint Wealth sold 4 Broadridge shares in Q2 2026, an estimated $650.
Imprint Wealth first reported a position in Broadridge in Q3 2025 and held it in 3 quarters.
Imprint Wealth's Broadridge position peaked at $4.29K in Q3 2025.
1,019 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Imprint Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.