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Mather Group’s Broadridge BR Stock Holding History

Mather Group’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 		$67.7K Sell
494
-1,826
-79% -$276K ﹤0.01% 1028
2026
Q1 		$377K Buy
2,320
+300
+15% +$57K ﹤0.01% 560
2025
Q4 		$451K Sell
2,020
-182
-8% -$41.5K ﹤0.01% 432
2025
Q3 		$524K Buy
2,202
+91
+4% +$22.7K 0.01% 396
2025
Q2 		$513K Sell
2,111
-589
-22% -$140K 0.01% 385
2025
Q1 		$655K Buy
2,700
+752
+39% +$177K 0.01% 328
2024
Q4 		$440K Sell
1,948
-344
-15% -$77.1K 0.01% 389
2024
Q3 		$493K Sell
2,292
-516
-18% -$108K 0.01% 366
2024
Q2 		$575K Buy
2,808
+636
+29% +$126K 0.01% 385
2024
Q1 		$447K Sell
2,172
-600
-22% -$121K 0.01% 360
2023
Q4 		$570K Buy
2,772
+258
+10% +$47.6K 0.01% 322
2023
Q3 		$450K Buy
2,514
+9
+0.4% +$1.59K 0.01% 346
2023
Q2 		$415K Buy
2,505
+1,014
+68% +$153K 0.01% 386
2023
Q1 		$218K Sell
1,491
-1,798
-55% -$257K ﹤0.01% 474
2022
Q4 		$441K Buy
+3,289
New +$467K 0.01% 334

Other funds holding BR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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

Mather Group's BR Position: Q2 2026 in Review

Mather Group reduced its Broadridge (BR) stake by 79% in Q2 2026, selling an estimated $276K and leaving 494 shares worth $67.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1028.

Mather Group first reported a position in BR in Q4 2022 and has held it in 15 quarters since. The position peaked at $655K in Q1 2025. 1,013 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Mather Group held 494 shares of Broadridge worth $67.7K as of Q2 2026.
  • Mather Group sold 1,826 Broadridge shares in Q2 2026, an estimated $276K.
  • Broadridge made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #1028 holding.
  • Mather Group first reported a position in Broadridge in Q4 2022 and has held it in 15 quarters since.
  • Mather Group's Broadridge position peaked at $655K in Q1 2025.
  • 1,013 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.