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Ipswich Investment Management’s Broadridge BR Stock Holding History

Ipswich Investment 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
Q3 		$236K Hold
1,465
– – 0.05% 176
2026
Q2 		$201K Hold
1,465
– – 0.04% 189
2026
Q1 		$238K Hold
1,465
– – 0.06% 169
2025
Q4 		$327K Hold
1,465
– – 0.08% 143
2025
Q3 		$349K Hold
1,465
– – 0.08% 138
2025
Q2 		$356K Sell
1,465
-25
-2% -$5.94K 0.09% 137
2025
Q1 		$361K Buy
+1,490
New +$351K 0.09% 137

Other funds holding BR

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return
LJHT
Laurie J. Hall Trustee $314M AUM 27.43% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Ipswich Investment Management's BR Position: Q3 2026 in Review

Ipswich Investment Management held its Broadridge (BR) position steady in Q3 2026 at 1,465 shares worth $236K. The position accounts for 0.05% of the portfolio, ranked #176.

Ipswich Investment Management first reported a position in BR in Q1 2025 and has held it in 7 quarters since. The position peaked at $361K in Q1 2025. 66 funds tracked by Wall St. Rank hold BR as of Q3 2026.

  • Ipswich Investment Management held 1,465 shares of Broadridge worth $236K as of Q3 2026.
  • Ipswich Investment Management left its Broadridge share count unchanged in Q3 2026.
  • Broadridge made up 0.05% of Ipswich Investment Management's portfolio in Q3 2026, its #176 holding.
  • Ipswich Investment Management first reported a position in Broadridge in Q1 2025 and has held it in 7 quarters since.
  • Ipswich Investment Management's Broadridge position peaked at $361K in Q1 2025.
  • 66 funds tracked by Wall St. Rank held Broadridge as of Q3 2026.

Based on Ipswich Investment Management's 13F filing for Q3 2026, filed 13 Oct 2026.