MASECO Private Wealth’s Broadridge BR Stock Holding History

MASECO Private Wealth’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	–	Sell	-8	Closed	-$1.3K	–	317
2026 Q1	$1.3K	Hold	8	–	–	﹤0.01%	356
2025 Q4	$1.79K	Hold	8	–	–	﹤0.01%	490
2025 Q3	$1.91K	Hold	8	–	–	﹤0.01%	233
2025 Q2	$1.94K	Buy	+8	New	+$1.9K	﹤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

MASECO Private Wealth's BR Position: Q2 2026 in Review

MASECO Private Wealth sold out of Broadridge (BR) in Q2 2026, closing a stake of 8 shares — an estimated $1.3K sold.

MASECO Private Wealth first reported a position in BR in Q2 2025 and held it in 4 quarters. The position peaked at $1.94K in Q2 2025. 1,021 funds tracked by Wall St. Rank hold BR as of Q2 2026.

MASECO Private Wealth reported no remaining Broadridge position as of Q2 2026 after selling out during the quarter.
MASECO Private Wealth sold 8 Broadridge shares in Q2 2026, an estimated $1.3K.
MASECO Private Wealth first reported a position in Broadridge in Q2 2025 and held it in 4 quarters.
MASECO Private Wealth's Broadridge position peaked at $1.94K in Q2 2025.
1,021 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on MASECO Private Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.