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Kesler Norman & Wride’s Broadridge BR Stock Holding History

Kesler Norman & Wride’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 		$1.2M Buy
8,764
+608
+7% +$91.8K 0.19% 124
2026
Q1 		$1.33M Buy
8,156
+1,067
+15% +$203K 0.23% 101
2025
Q4 		$1.58M Buy
7,089
+435
+7% +$99.2K 0.27% 86
2025
Q3 		$1.5M Sell
6,654
-98
-1% -$24.4K 0.3% 74
2025
Q2 		$1.64M Sell
6,752
-73
-1% -$17.3K 0.29% 78
2025
Q1 		$1.66M Buy
6,825
+171
+3% +$40.2K 0.32% 74
2024
Q4 		$1.5M Sell
6,654
-630
-9% -$141K 0.32% 69
2024
Q3 		$1.57M Sell
7,284
-488
-6% -$102K 0.31% 78
2024
Q2 		$1.53M Sell
7,772
-1,015
-12% -$201K 0.32% 79
2024
Q1 		$1.8M Sell
8,787
-1,815
-17% -$366K 0.38% 83
2023
Q4 		$2.18M Buy
10,602
+40
+0.4% +$7.38K 0.5% 60
2023
Q3 		$1.89M Sell
10,562
-892
-8% -$158K 0.48% 63
2023
Q2 		$1.9M Buy
11,454
+379
+3% +$57.4K 0.46% 69
2023
Q1 		$1.62M Buy
11,075
+1,331
+14% +$190K 0.41% 79
2022
Q4 		$1.31M Buy
9,744
+2,708
+38% +$385K 0.34% 93
2022
Q3 		$1.01M Buy
7,036
+35
+0.5% +$5.68K 0.28% 86
2022
Q2 		$998K Buy
7,001
+73
+1% +$10.6K 0.28% 93
2022
Q1 		$1.08M Buy
6,928
+14
+0.2% +$2.15K 0.24% 89
2021
Q4 		$1.26M Buy
6,914
+19
+0.3% +$3.34K 0.27% 85
2021
Q3 		$1.15M Buy
6,895
+74
+1% +$12.6K 0.27% 88
2021
Q2 		$1.18M Sell
6,821
-61
-0.9% -$9.75K 0.27% 93
2021
Q1 		$1.05M Buy
6,882
+25
+0.4% +$3.69K 0.26% 94
2020
Q4 		$1.05M Buy
+6,857
New +$995K 0.29% 90

Other funds holding BR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
JT
Jupiter Topco New York $245B AUM

Kesler Norman & Wride's BR Position: Q2 2026 in Review

Kesler Norman & Wride increased its Broadridge (BR) stake by 7.5% in Q2 2026, buying an estimated $91.8K and bringing the position to 8,764 shares worth $1.2M. The position accounts for 0.19% of the portfolio, ranked #124.

Kesler Norman & Wride first reported a position in BR in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.18M in Q4 2023. 1,013 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Kesler Norman & Wride held 8,764 shares of Broadridge worth $1.2M as of Q2 2026.
  • Kesler Norman & Wride bought 608 Broadridge shares in Q2 2026, an estimated $91.8K.
  • Broadridge made up 0.19% of Kesler Norman & Wride's portfolio in Q2 2026, its #124 holding.
  • Kesler Norman & Wride first reported a position in Broadridge in Q4 2020 and has held it in 23 quarters since.
  • Kesler Norman & Wride's Broadridge position peaked at $2.18M in Q4 2023.
  • 1,013 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Kesler Norman & Wride's 13F filing for Q2 2026, filed 23 Jul 2026.