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MassMutual Private Wealth & Trust’s Broadridge BR Stock Holding History

MassMutual Private Wealth & Trust’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 		$141K Sell
1,031
-11
-1% -$1.66K ﹤0.01% 518
2026
Q1 		$169K Sell
1,042
-48
-4% -$9.12K ﹤0.01% 464
2025
Q4 		$243K Sell
1,090
-206
-16% -$47K 0.01% 411
2025
Q3 		$309K Buy
1,296
+186
+17% +$46.3K 0.01% 377
2025
Q2 		$270K Buy
1,110
+587
+112% +$140K 0.01% 398
2025
Q1 		$127K Sell
523
-3
-0.6% -$706 ﹤0.01% 510
2024
Q4 		$119K Buy
526
+57
+12% +$12.8K ﹤0.01% 543
2024
Q3 		$101K Buy
469
+13
+3% +$2.72K ﹤0.01% 525
2024
Q2 		$89.8K Buy
456
+26
+6% +$5.16K ﹤0.01% 544
2024
Q1 		$88.1K Sell
430
-281
-40% -$56.7K ﹤0.01% 502
2023
Q4 		$146K Sell
711
-24
-3% -$4.43K ﹤0.01% 409
2023
Q3 		$132K Buy
735
+26
+4% +$4.61K ﹤0.01% 421
2023
Q2 		$117K Buy
709
+40
+6% +$6.05K ﹤0.01% 415
2023
Q1 		$98.1K Buy
669
+31
+5% +$4.44K ﹤0.01% 424
2022
Q4 		$86K Buy
638
+16
+3% +$2.27K ﹤0.01% 425
2022
Q3 		$90K Sell
622
-162
-21% -$26.3K ﹤0.01% 401
2022
Q2 		$112K Buy
784
+779
+15,580% +$113K ﹤0.01% 374
2022
Q1 		$1K Sell
5
-1
-17% -$153 ﹤0.01% 1269
2021
Q4 		$1K Buy
+6
New +$1.05K ﹤0.01% 1178
2020
Q3 		– Sell
-9
Closed -$1K – 731
2020
Q2 		$1K Buy
+9
New +$1.04K ﹤0.01% 676
2019
Q1 		– Sell
-20
Closed -$1.93K – 872
2018
Q4 		$1.93K Hold
20
– – ﹤0.01% 841
2018
Q3 		$2.64K Sell
20
-13
-39% -$1.65K ﹤0.01% 801
2018
Q2 		$3.8K Buy
+33
New +$3.72K ﹤0.01% 776
2016
Q1 		– Sell
-80
Closed -$4.3K – 835
2015
Q4 		$4.3K Buy
+80
New +$4.49K ﹤0.01% 584

Other funds holding BR

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
TIA
Tandem Investment Advisors Charleston, South Carolina $1.49B AUM 12.33% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

MassMutual Private Wealth & Trust's BR Position: Q2 2026 in Review

MassMutual Private Wealth & Trust reduced its Broadridge (BR) stake by 1.1% in Q2 2026, selling an estimated $1.66K and leaving 1,031 shares worth $141K. The position accounts for ﹤0.01% of the portfolio, ranked #518.

MassMutual Private Wealth & Trust first reported a position in BR in Q4 2015 and has held it in 24 quarters since. The position peaked at $309K in Q3 2025. 375 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • MassMutual Private Wealth & Trust held 1,031 shares of Broadridge worth $141K as of Q2 2026.
  • MassMutual Private Wealth & Trust sold 11 Broadridge shares in Q2 2026, an estimated $1.66K.
  • Broadridge made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #518 holding.
  • MassMutual Private Wealth & Trust first reported a position in Broadridge in Q4 2015 and has held it in 24 quarters since.
  • MassMutual Private Wealth & Trust's Broadridge position peaked at $309K in Q3 2025.
  • 375 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.