Laird Norton Wetherby Trust Company
BR icon

Laird Norton Wetherby Trust Company’s Broadridge BR Stock Holding History

Laird Norton Wetherby Trust Company’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 		$789K Buy
5,726
+583
+11% +$88K 0.02% 577
2026
Q1 		$841K Sell
5,143
-3,078
-37% -$585K 0.02% 540
2025
Q4 		$1.84M Buy
+8,221
New +$1.87M 0.04% 340

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 $3.38T 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

Laird Norton Wetherby Trust Company's BR Position: Q2 2026 in Review

Laird Norton Wetherby Trust Company increased its Broadridge (BR) stake by 11% in Q2 2026, buying an estimated $88K and bringing the position to 5,726 shares worth $789K. The position accounts for 0.02% of the portfolio, ranked #577.

Laird Norton Wetherby Trust Company first reported a position in BR in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.84M in Q4 2025. 1,021 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Laird Norton Wetherby Trust Company held 5,726 shares of Broadridge worth $789K as of Q2 2026.
  • Laird Norton Wetherby Trust Company bought 583 Broadridge shares in Q2 2026, an estimated $88K.
  • Broadridge made up 0.02% of Laird Norton Wetherby Trust Company's portfolio in Q2 2026, its #577 holding.
  • Laird Norton Wetherby Trust Company first reported a position in Broadridge in Q4 2025 and has held it in 3 quarters since.
  • Laird Norton Wetherby Trust Company's Broadridge position peaked at $1.84M in Q4 2025.
  • 1,021 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Laird Norton Wetherby Trust Company's 13F filing for Q2 2026, filed 14 Aug 2026.