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MBE Wealth Management’s Broadridge BR Stock Holding History

MBE 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 		– Sell
-1,688
Closed -$274K – 171
2026
Q1 		$274K Buy
1,688
+177
+12% +$33.6K 0.11% 117
2025
Q4 		$337K Buy
1,511
+105
+7% +$23.9K 0.14% 95
2025
Q3 		$335K Sell
1,406
-159
-10% -$39.6K 0.14% 88
2025
Q2 		$380K Buy
1,565
+94
+6% +$22.3K 0.17% 77
2025
Q1 		$357K Buy
+1,471
New +$346K 0.17% 76

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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

MBE Wealth Management sold out of Broadridge (BR) in Q2 2026, closing a stake of 1,688 shares — an estimated $274K sold.

MBE Wealth Management first reported a position in BR in Q1 2025 and held it in 5 quarters. The position peaked at $380K in Q2 2025. 356 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • MBE Wealth Management reported no remaining Broadridge position as of Q2 2026 after selling out during the quarter.
  • MBE Wealth Management sold 1,688 Broadridge shares in Q2 2026, an estimated $274K.
  • MBE Wealth Management first reported a position in Broadridge in Q1 2025 and held it in 5 quarters.
  • MBE Wealth Management's Broadridge position peaked at $380K in Q2 2025.
  • 356 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

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