MUFG Securities EMEA’s Broadridge BR Stock Holding History

MUFG Securities EMEA’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	$626K	Sell	4,572 -213	-4%	-$32.2K	0.01%	495
2026 Q1	$777K	Hold	4,785	–	–	0.01%	433
2025 Q4	$1.07M	Buy	4,785 +2,543	+113%	+$580K	0.01%	396
2025 Q3	$534K	Buy	2,242 +1,897	+550%	+$472K	0.01%	349
2025 Q2	$83.8K	Buy	+345	New	+$82K	﹤0.01%	346
2021 Q4	–	Sell	-7,892	Closed	-$1.31M	–	196
2021 Q3	$1.31M	Hold	7,892	–	–	0.01%	213
2021 Q2	$1.27M	Buy	+7,892	New	+$1.26M	0.01%	241
2021 Q1	–	Sell	-7,892	Closed	-$1.21M	–	366
2020 Q4	$1.21M	Hold	7,892	–	–	0.01%	312
2020 Q3	$1.04M	Buy	7,892 +7,800	+8,478%	+$1.04M	0.01%	316
2020 Q2	$12K	Sell	92 -32,908	-100%	-$3.81M	﹤0.01%	379
2020 Q1	$3.13M	Buy	+33,000	New	+$3.77M	0.03%	242
2019 Q1	–	Sell	-195,000	Closed	-$18.8M	–	498
2018 Q4	$18.8M	Buy	195,000 +155,846	+398%	+$16.9M	0.19%	77
2018 Q3	$5.17M	Buy	39,154 +39,022	+29,562%	+$4.95M	0.07%	161
2018 Q2	$15K	Buy	+132	New	+$14.9K	﹤0.01%	471

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

MUFG Securities EMEA's BR Position: Q2 2026 in Review

MUFG Securities EMEA reduced its Broadridge (BR) stake by 4.5% in Q2 2026, selling an estimated $32.2K and leaving 4,572 shares worth $626K. The position accounts for 0.01% of the portfolio, ranked #495.

MUFG Securities EMEA first reported a position in BR in Q2 2018 and has held it in 14 quarters since. The position peaked at $18.8M in Q4 2018. 1,013 funds tracked by Wall St. Rank hold BR as of Q2 2026.

MUFG Securities EMEA held 4,572 shares of Broadridge worth $626K as of Q2 2026.
MUFG Securities EMEA sold 213 Broadridge shares in Q2 2026, an estimated $32.2K.
Broadridge made up 0.01% of MUFG Securities EMEA's portfolio in Q2 2026, its #495 holding.
MUFG Securities EMEA first reported a position in Broadridge in Q2 2018 and has held it in 14 quarters since.
MUFG Securities EMEA's Broadridge position peaked at $18.8M in Q4 2018.
1,013 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on MUFG Securities EMEA's 13F filing for Q2 2026, filed 12 Aug 2026.