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Kennebec Savings Bank’s Broadridge BR Stock Holding History

Kennebec Savings Bank’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 		$202K Buy
1,476
+876
+146% +$132K 0.16% 100
2026
Q1 		$97.5K Hold
600
– – 0.09% 111
2025
Q4 		$134K Hold
600
– – 0.12% 105
2025
Q3 		$143K Hold
600
– – 0.13% 101
2025
Q2 		$146K Hold
600
– – 0.14% 99
2025
Q1 		$145K Hold
600
– – 0.15% 99
2024
Q4 		$135K Hold
600
– – 0.14% 103
2024
Q3 		$129K Buy
+600
New +$125K 0.13% 106

Other funds holding BR

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $965M AUM 10.64% 1-Year Est. Return
LA
LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return

Kennebec Savings Bank's BR Position: Q2 2026 in Review

Kennebec Savings Bank increased its Broadridge (BR) stake by 146% in Q2 2026, buying an estimated $132K and bringing the position to 1,476 shares worth $202K. The position accounts for 0.16% of the portfolio, ranked #100.

Kennebec Savings Bank first reported a position in BR in Q3 2024 and has held it in 8 quarters since. 266 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Kennebec Savings Bank held 1,476 shares of Broadridge worth $202K as of Q2 2026.
  • Kennebec Savings Bank bought 876 Broadridge shares in Q2 2026, an estimated $132K.
  • Broadridge made up 0.16% of Kennebec Savings Bank's portfolio in Q2 2026, its #100 holding.
  • Kennebec Savings Bank first reported a position in Broadridge in Q3 2024 and has held it in 8 quarters since.
  • 266 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Kennebec Savings Bank's 13F filing for Q2 2026, filed 13 Jul 2026.