Millstone Evans Group’s Broadridge BR Stock Holding History

Millstone Evans 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	–	Sell	-4	Closed	-$650	–	884
2026 Q1	$650	Hold	4	–	–	﹤0.01%	820
2025 Q4	$893	Hold	4	–	–	﹤0.01%	815
2025 Q3	$953	Buy	+4	New	+$996	﹤0.01%	791

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

Millstone Evans Group's BR Position: Q2 2026 in Review

Millstone Evans Group sold out of Broadridge (BR) in Q2 2026, closing a stake of 4 shares — an estimated $650 sold.

Millstone Evans Group first reported a position in BR in Q3 2025 and held it in 3 quarters. The position peaked at $953 in Q3 2025. 1,017 funds tracked by Wall St. Rank hold BR as of Q2 2026.

Millstone Evans Group reported no remaining Broadridge position as of Q2 2026 after selling out during the quarter.
Millstone Evans Group sold 4 Broadridge shares in Q2 2026, an estimated $650.
Millstone Evans Group first reported a position in Broadridge in Q3 2025 and held it in 3 quarters.
Millstone Evans Group's Broadridge position peaked at $953 in Q3 2025.
1,017 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.