Mascoma Wealth Management’s Broadridge BR Stock Holding History

Mascoma Wealth Management’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	$15.2K	Hold	111	–	–	﹤0.01%	287
2026 Q1	$18K	Hold	111	–	–	﹤0.01%	270
2025 Q4	$24.8K	Hold	111	–	–	0.01%	241
2025 Q3	$26.4K	Hold	111	–	–	0.01%	240
2025 Q2	$27K	Hold	111	–	–	0.01%	240
2025 Q1	$26.9K	Sell	111 -255	-70%	-$60K	0.01%	240
2024 Q4	$82.7K	Hold	366	–	–	0.02%	156
2024 Q3	$78.7K	Hold	366	–	–	0.02%	159
2024 Q2	$72.1K	Buy	366 +255	+230%	+$50.6K	0.02%	158
2024 Q1	$22.7K	Hold	111	–	–	0.01%	249
2023 Q4	$22.8K	Hold	111	–	–	0.01%	261
2023 Q3	$19.9K	Hold	111	–	–	0.01%	275
2023 Q2	$19.6K	Hold	111	–	–	0.01%	269
2023 Q1	$16.1K	Hold	111	–	–	﹤0.01%	360
2022 Q4	$14.9K	Hold	111	–	–	﹤0.01%	367
2022 Q3	$16K	Hold	111	–	–	0.01%	348
2022 Q2	$16K	Hold	111	–	–	0.01%	363
2022 Q1	$17K	Hold	111	–	–	0.01%	386
2021 Q4	$20K	Hold	111	–	–	0.01%	331
2021 Q3	$18K	Buy	+111	New	+$18.9K	0.01%	301
2021 Q2	–	Sell	-111	Closed	-$17K	–	149
2021 Q1	$17K	Buy	+111	New	+$16.4K	0.01%	306

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 $3.37T AUM 44.26% 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

Mascoma Wealth Management's BR Position: Q2 2026 in Review

Mascoma Wealth Management held its Broadridge (BR) position steady in Q2 2026 at 111 shares worth $15.2K. The position accounts for ﹤0.01% of the portfolio, ranked #287.

Mascoma Wealth Management first reported a position in BR in Q1 2021 and has held it in 21 quarters since. The position peaked at $82.7K in Q4 2024. 1,013 funds tracked by Wall St. Rank hold BR as of Q2 2026.

Mascoma Wealth Management held 111 shares of Broadridge worth $15.2K as of Q2 2026.
Mascoma Wealth Management left its Broadridge share count unchanged in Q2 2026.
Broadridge made up ﹤0.01% of Mascoma Wealth Management's portfolio in Q2 2026, its #287 holding.
Mascoma Wealth Management first reported a position in Broadridge in Q1 2021 and has held it in 21 quarters since.
Mascoma Wealth Management's Broadridge position peaked at $82.7K in Q4 2024.
1,013 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.