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Leo H. Evart Inc’s Broadridge BR Stock Holding History

Leo H. Evart Inc’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 		$12.3K Hold
90
– – 0.01% 167
2026
Q1 		$14.6K Buy
+90
New +$17.1K 0.01% 157

Other funds holding BR

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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

Leo H. Evart Inc's BR Position: Q2 2026 in Review

Leo H. Evart Inc held its Broadridge (BR) position steady in Q2 2026 at 90 shares worth $12.3K. The position accounts for 0.01% of the portfolio, ranked #167.

Leo H. Evart Inc first reported a position in BR in Q1 2026 and has held it in 2 quarters since. The position peaked at $14.6K in Q1 2026. 1,019 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Leo H. Evart Inc held 90 shares of Broadridge worth $12.3K as of Q2 2026.
  • Leo H. Evart Inc left its Broadridge share count unchanged in Q2 2026.
  • Broadridge made up 0.01% of Leo H. Evart Inc's portfolio in Q2 2026, its #167 holding.
  • Leo H. Evart Inc first reported a position in Broadridge in Q1 2026 and has held it in 2 quarters since.
  • Leo H. Evart Inc's Broadridge position peaked at $14.6K in Q1 2026.
  • 1,019 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Leo H. Evart Inc's 13F filing for Q2 2026, filed 18 Aug 2026.