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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Laird Norton Wetherby Trust Company's BR Position: Q1 2026 in Review

Laird Norton Wetherby Trust Company reduced its Broadridge (BR) stake by 37% in Q1 2026, selling an estimated $585K and leaving 5,143 shares worth $841K. The position accounts for 0.02% of the portfolio, ranked #540.

Laird Norton Wetherby Trust Company first reported a position in BR in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.84M in Q4 2025. 1,055 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • Laird Norton Wetherby Trust Company held 5,143 shares of Broadridge worth $841K as of Q1 2026.
  • Laird Norton Wetherby Trust Company sold 3,078 Broadridge shares in Q1 2026, an estimated $585K.
  • Broadridge made up 0.02% of Laird Norton Wetherby Trust Company's portfolio in Q1 2026, its #540 holding.
  • Laird Norton Wetherby Trust Company first reported a position in Broadridge in Q4 2025 and has held it in 2 quarters since.
  • Laird Norton Wetherby Trust Company's Broadridge position peaked at $1.84M in Q4 2025.
  • 1,055 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Laird Norton Wetherby Trust Company's 13F filing for Q1 2026, filed 15 May 2026.