MIM
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Morningstar Investment Management’s Broadridge BR Stock Holding History

Morningstar Investment 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 		$668K Hold
4,114
– – 0.04% 235
2026
Q1 		$668K Buy
4,114
+1,212
+42% +$230K 0.04% 233
2025
Q4 		$648K Hold
2,902
– – 0.04% 258
2025
Q3 		$691K Buy
+2,902
New +$723K 0.03% 403

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
TIA
Tandem Investment Advisors Charleston, South Carolina $1.49B AUM 12.33% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Morningstar Investment Management's BR Position: Q2 2026 in Review

Morningstar Investment Management held its Broadridge (BR) position steady in Q2 2026 at 4,114 shares worth $668K. The position accounts for 0.04% of the portfolio, ranked #235.

Morningstar Investment Management first reported a position in BR in Q3 2025 and has held it in 4 quarters since. The position peaked at $691K in Q3 2025. 375 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Morningstar Investment Management held 4,114 shares of Broadridge worth $668K as of Q2 2026.
  • Morningstar Investment Management left its Broadridge share count unchanged in Q2 2026.
  • Broadridge made up 0.04% of Morningstar Investment Management's portfolio in Q2 2026, its #235 holding.
  • Morningstar Investment Management first reported a position in Broadridge in Q3 2025 and has held it in 4 quarters since.
  • Morningstar Investment Management's Broadridge position peaked at $691K in Q3 2025.
  • 375 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Morningstar Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.