Kilter Group’s Broadridge BR Stock Holding History

Kilter Group’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	$4.38K	Buy	32 +11	+52%	+$1.66K	﹤0.01%	717
2026 Q1	$3.41K	Buy	21 +2	+11%	+$380	﹤0.01%	739
2025 Q4	$4.24K	Buy	19 +4	+27%	+$912	﹤0.01%	551
2025 Q3	$3.57K	Sell	15 -1	-6%	-$249	﹤0.01%	522
2025 Q2	$3.89K	Buy	+16	New	+$3.8K	﹤0.01%	459

Other funds holding BR

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Kilter Group's BR Position: Q2 2026 in Review

Kilter Group increased its Broadridge (BR) stake by 52% in Q2 2026, buying an estimated $1.66K and bringing the position to 32 shares worth $4.38K. The position accounts for ﹤0.01% of the portfolio, ranked #717.

Kilter Group first reported a position in BR in Q2 2025 and has held it in 5 quarters since. 1,021 funds tracked by Wall St. Rank hold BR as of Q2 2026.

Kilter Group held 32 shares of Broadridge worth $4.38K as of Q2 2026.
Kilter Group bought 11 Broadridge shares in Q2 2026, an estimated $1.66K.
Broadridge made up ﹤0.01% of Kilter Group's portfolio in Q2 2026, its #717 holding.
Kilter Group first reported a position in Broadridge in Q2 2025 and has held it in 5 quarters since.
1,021 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Kilter Group's 13F filing for Q2 2026, filed 11 Aug 2026.