McMillan Office’s Broadridge BR Stock Holding History

McMillan Office’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	$239K	Hold	1,742	–	–	0.03%	171
2026 Q1	$283K	Hold	1,742	–	–	0.04%	161
2025 Q4	$389K	Buy	+1,742	New	+$397K	0.05%	138

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

McMillan Office's BR Position: Q2 2026 in Review

McMillan Office held its Broadridge (BR) position steady in Q2 2026 at 1,742 shares worth $239K. The position accounts for 0.03% of the portfolio, ranked #171.

McMillan Office first reported a position in BR in Q4 2025 and has held it in 3 quarters since. The position peaked at $389K in Q4 2025. 1,013 funds tracked by Wall St. Rank hold BR as of Q2 2026.

McMillan Office held 1,742 shares of Broadridge worth $239K as of Q2 2026.
McMillan Office left its Broadridge share count unchanged in Q2 2026.
Broadridge made up 0.03% of McMillan Office's portfolio in Q2 2026, its #171 holding.
McMillan Office first reported a position in Broadridge in Q4 2025 and has held it in 3 quarters since.
McMillan Office's Broadridge position peaked at $389K in Q4 2025.
1,013 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on McMillan Office's 13F filing for Q2 2026, filed 13 Aug 2026.