Nordwand Advisors’s Broadridge BR Stock Holding History

Nordwand Advisors’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	-3,903	Closed	-$634K	–	148
2026 Q1	$634K	Sell	3,903 -13,632	-78%	-$2.59M	0.11%	114
2025 Q4	$3.91M	Buy	17,535 +115	+0.7%	+$26.2K	0.68%	49
2025 Q3	$4.15M	Buy	17,420 +1,150	+7%	+$286K	0.66%	50
2025 Q2	$3.95M	Buy	+16,270	New	+$3.87M	0.62%	48

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

Nordwand Advisors's BR Position: Q2 2026 in Review

Nordwand Advisors sold out of Broadridge (BR) in Q2 2026, closing a stake of 3,903 shares — an estimated $634K sold.

Nordwand Advisors first reported a position in BR in Q2 2025 and held it in 4 quarters. The position peaked at $4.15M in Q3 2025. 1,011 funds tracked by Wall St. Rank hold BR as of Q2 2026.

Nordwand Advisors reported no remaining Broadridge position as of Q2 2026 after selling out during the quarter.
Nordwand Advisors sold 3,903 Broadridge shares in Q2 2026, an estimated $634K.
Nordwand Advisors first reported a position in Broadridge in Q2 2025 and held it in 4 quarters.
Nordwand Advisors's Broadridge position peaked at $4.15M in Q3 2025.
1,011 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Nordwand Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.