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NewEdge Wealth’s Broadridge BR Stock Holding History

NewEdge Wealth’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 		$220K Sell
1,606
-967
-38% -$146K ﹤0.01% 1153
2026
Q1 		$418K Sell
2,573
-2,328
-48% -$442K 0.01% 871
2025
Q4 		$1.09M Buy
4,901
+468
+11% +$107K 0.01% 601
2025
Q3 		$969K Sell
4,433
-1
-0% -$249 0.01% 577
2025
Q2 		$1.18M Buy
4,434
+166
+4% +$39.5K 0.02% 492
2025
Q1 		$1.03M Sell
4,268
-136
-3% -$32K 0.02% 475
2024
Q4 		$996K Buy
4,404
+7
+0.2% +$1.57K 0.02% 487
2024
Q3 		$945K Sell
4,397
-47
-1% -$9.83K 0.02% 480
2024
Q2 		$875K Sell
4,444
-103
-2% -$20.4K 0.02% 440
2024
Q1 		$888K Buy
4,547
+34
+0.8% +$6.86K 0.02% 449
2023
Q4 		$929K Sell
4,513
-159
-3% -$29.3K 0.02% 412
2023
Q3 		$837K Buy
4,672
+510
+12% +$90.3K 0.03% 382
2023
Q2 		$689K Sell
4,162
-372
-8% -$56.3K 0.02% 412
2023
Q1 		$665K Buy
4,534
+1,361
+43% +$195K 0.03% 373
2022
Q4 		$426K Buy
3,173
+102
+3% +$14.5K 0.02% 394
2022
Q3 		$443K Buy
3,071
+350
+13% +$56.8K 0.02% 370
2022
Q2 		$388K Buy
+2,721
New +$395K 0.02% 427

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

NewEdge Wealth's BR Position: Q2 2026 in Review

NewEdge Wealth reduced its Broadridge (BR) stake by 38% in Q2 2026, selling an estimated $146K and leaving 1,606 shares worth $220K. The position accounts for ﹤0.01% of the portfolio, ranked #1153.

NewEdge Wealth first reported a position in BR in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.18M in Q2 2025. 1,013 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • NewEdge Wealth held 1,606 shares of Broadridge worth $220K as of Q2 2026.
  • NewEdge Wealth sold 967 Broadridge shares in Q2 2026, an estimated $146K.
  • Broadridge made up ﹤0.01% of NewEdge Wealth's portfolio in Q2 2026, its #1153 holding.
  • NewEdge Wealth first reported a position in Broadridge in Q2 2022 and has held it in 17 quarters since.
  • NewEdge Wealth's Broadridge position peaked at $1.18M in Q2 2025.
  • 1,013 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.