NVWM LLC
BR icon

NVWM LLC’s Broadridge BR Stock Holding History

NVWM LLC’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
Q3 		$1.13K Buy
7
+1
+17% +$163 ﹤0.01% 632
2026
Q2 		$822 Hold
6
– – ﹤0.01% 626
2026
Q1 		$975 Buy
6
+4
+200% +$760 ﹤0.01% 581
2025
Q4 		$446 Buy
2
+1
+100% +$228 ﹤0.01% 659
2025
Q3 		$238 Hold
1
– – ﹤0.01% 637
2025
Q2 		$243 Sell
1
-1
-50% -$238 ﹤0.01% 640
2025
Q1 		$485 Buy
2
+1
+100% +$235 ﹤0.01% 572
2024
Q4 		$226 Hold
1
– – ﹤0.01% 612
2024
Q3 		$215 Hold
1
– – ﹤0.01% 606
2024
Q2 		$198 Hold
1
– – ﹤0.01% 595
2024
Q1 		$206 Buy
+1
New +$202 ﹤0.01% 557

Other funds holding BR

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Yacktman Asset Management
Yacktman Asset Management Austin, Texas $8.38B AUM 19.52% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

NVWM LLC's BR Position: Q3 2026 in Review

NVWM LLC increased its Broadridge (BR) stake by 17% in Q3 2026, buying an estimated $163 and bringing the position to 7 shares worth $1.13K. The position accounts for ﹤0.01% of the portfolio, ranked #632.

NVWM LLC first reported a position in BR in Q1 2024 and has held it in 11 quarters since. 566 funds tracked by Wall St. Rank hold BR as of Q3 2026.

  • NVWM LLC held 7 shares of Broadridge worth $1.13K as of Q3 2026.
  • NVWM LLC bought 1 Broadridge share in Q3 2026, an estimated $163.
  • Broadridge made up ﹤0.01% of NVWM LLC's portfolio in Q3 2026, its #632 holding.
  • NVWM LLC first reported a position in Broadridge in Q1 2024 and has held it in 11 quarters since.
  • 566 funds tracked by Wall St. Rank held Broadridge as of Q3 2026.

Based on NVWM LLC's 13F filing for Q3 2026, filed 14 Oct 2026.