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Johnson Financial Group Inc (Wisconsin)’s Broadridge BR Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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 		$1.93K Hold
14
– – ﹤0.01% 771
2026
Q1 		$2.29K Hold
14
– – ﹤0.01% 773
2025
Q4 		$3.14K Sell
14
-5
-26% -$1.14K ﹤0.01% 758
2025
Q3 		$4.54K Buy
+19
New +$4.73K ﹤0.01% 856
2025
Q2 		– Sell
-532
Closed -$129K – 734
2025
Q1 		$129K Buy
+532
New +$125K 0.01% 429
2023
Q4 		– Sell
-46
Closed -$8.49K – 913
2023
Q3 		$8.24K Buy
+46
New +$8.15K ﹤0.01% 543
2023
Q1 		– Sell
-160
Closed -$22.9K – 607
2022
Q4 		$21.6K Buy
160
+113
+240% +$16.1K ﹤0.01% 431
2022
Q3 		$7K Buy
47
+37
+370% +$6K ﹤0.01% 512
2022
Q2 		$1K Buy
+10
New +$1.45K ﹤0.01% 620
2013
Q3 		– Sell
-175
Closed -$5K – 676
2013
Q2 		$5K Buy
+175
New +$4.5K ﹤0.01% 614

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Vanguard Portfolio Management
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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
Jupiter Topco
Jupiter Topco New York $245B AUM

Johnson Financial Group Inc (Wisconsin)'s BR Position: Q2 2026 in Review

Johnson Financial Group Inc (Wisconsin) held its Broadridge (BR) position steady in Q2 2026 at 14 shares worth $1.93K. The position accounts for ﹤0.01% of the portfolio, ranked #771.

Johnson Financial Group Inc (Wisconsin) first reported a position in BR in Q2 2013 and has held it in 10 quarters since. The position peaked at $129K in Q1 2025. 1,021 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Johnson Financial Group Inc (Wisconsin) held 14 shares of Broadridge worth $1.93K as of Q2 2026.
  • Johnson Financial Group Inc (Wisconsin) left its Broadridge share count unchanged in Q2 2026.
  • Broadridge made up ﹤0.01% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q2 2026, its #771 holding.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in Broadridge in Q2 2013 and has held it in 10 quarters since.
  • Johnson Financial Group Inc (Wisconsin)'s Broadridge position peaked at $129K in Q1 2025.
  • 1,021 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2026, filed 10 Aug 2026.