Institute for Wealth Management’s Broadridge BR Stock Holding History

Institute for Wealth Management’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	$10.3K	Buy	+75	New	+$11.3K	﹤0.01%	1314

Other funds holding BR

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

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

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JIM

Jensen Investment Management Lake Oswego, Oregon $4.13B AUM 8.88% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Institute for Wealth Management's BR Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Broadridge (BR) in Q2 2026: 75 shares worth $10.3K. The stake represents ﹤0.01% of the portfolio and ranks #1314 among its holdings.

579 funds tracked by Wall St. Rank hold BR as of Q2 2026.

Institute for Wealth Management held 75 shares of Broadridge worth $10.3K as of Q2 2026.
Broadridge was a new Institute for Wealth Management position in Q2 2026.
Broadridge made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1314 holding.
579 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.