Matthew Hamilton Rosenberg’s Broadridge BR Stock Holding History

Matthew Hamilton Rosenberg’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	-6	Closed	-$975	–	799
2026 Q1	$975	Hold	6	–	–	﹤0.01%	762
2025 Q4	$1.34K	Hold	6	–	–	﹤0.01%	762
2025 Q3	$1.43K	Hold	6	–	–	﹤0.01%	763
2025 Q2	$1.46K	Hold	6	–	–	﹤0.01%	794
2025 Q1	$1.46K	Hold	6	–	–	﹤0.01%	777
2024 Q4	$1.36K	Hold	6	–	–	﹤0.01%	762
2024 Q3	$1.29K	Hold	6	–	–	﹤0.01%	766
2024 Q2	$1.18K	Hold	6	–	–	﹤0.01%	734
2024 Q1	$1.22K	Hold	6	–	–	﹤0.01%	768
2023 Q4	$1.24K	Hold	6	–	–	﹤0.01%	781
2023 Q3	$1.07K	Hold	6	–	–	﹤0.01%	781
2023 Q2	$994	Hold	6	–	–	﹤0.01%	789
2023 Q1	$879	Hold	6	–	–	﹤0.01%	839
2022 Q4	$805	Hold	6	–	–	﹤0.01%	837
2022 Q3	$1K	Buy	+6	New	+$974	﹤0.01%	799

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

Matthew Hamilton Rosenberg's BR Position: Q2 2026 in Review

Matthew Hamilton Rosenberg sold out of Broadridge (BR) in Q2 2026, closing a stake of 6 shares — an estimated $975 sold.

Matthew Hamilton Rosenberg first reported a position in BR in Q3 2022 and held it in 15 quarters. The position peaked at $1.46K in Q2 2025. 1,011 funds tracked by Wall St. Rank hold BR as of Q2 2026.

Matthew Hamilton Rosenberg reported no remaining Broadridge position as of Q2 2026 after selling out during the quarter.
Matthew Hamilton Rosenberg sold 6 Broadridge shares in Q2 2026, an estimated $975.
Matthew Hamilton Rosenberg first reported a position in Broadridge in Q3 2022 and held it in 15 quarters.
Matthew Hamilton Rosenberg's Broadridge position peaked at $1.46K in Q2 2025.
1,011 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2026, filed 17 Jul 2026.