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Newbridge Financial Services Group’s Broadridge BR Stock Holding History

Newbridge Financial Services 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 		$2.74K Hold
20
– – ﹤0.01% 1038
2026
Q1 		$3.25K Hold
20
– – ﹤0.01% 976
2025
Q4 		$4.46K Hold
20
– – ﹤0.01% 913
2025
Q3 		$4.76K Hold
20
– – ﹤0.01% 1029
2025
Q2 		$4.86K Hold
20
– – ﹤0.01% 1030
2025
Q1 		$4.85K Hold
20
– – ﹤0.01% 803
2024
Q4 		$4.52K Hold
20
– – ﹤0.01% 876
2024
Q3 		$4.3K Hold
20
– – ﹤0.01% 515
2024
Q2 		$3.94K Buy
+20
New +$3.97K ﹤0.01% 881

Other funds holding BR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM

Newbridge Financial Services Group's BR Position: Q2 2026 in Review

Newbridge Financial Services Group held its Broadridge (BR) position steady in Q2 2026 at 20 shares worth $2.74K. The position accounts for ﹤0.01% of the portfolio, ranked #1038.

Newbridge Financial Services Group first reported a position in BR in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.86K in Q2 2025. 1,011 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Newbridge Financial Services Group held 20 shares of Broadridge worth $2.74K as of Q2 2026.
  • Newbridge Financial Services Group left its Broadridge share count unchanged in Q2 2026.
  • Broadridge made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #1038 holding.
  • Newbridge Financial Services Group first reported a position in Broadridge in Q2 2024 and has held it in 9 quarters since.
  • Newbridge Financial Services Group's Broadridge position peaked at $4.86K in Q2 2025.
  • 1,011 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.