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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
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

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

NVWM LLC's BR Position: Q2 2026 in Review

NVWM LLC held its Broadridge (BR) position steady in Q2 2026 at 6 shares worth $822. The position accounts for ﹤0.01% of the portfolio, ranked #626.

NVWM LLC first reported a position in BR in Q1 2024 and has held it in 10 quarters since. The position peaked at $975 in Q1 2026. 1,017 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • NVWM LLC held 6 shares of Broadridge worth $822 as of Q2 2026.
  • NVWM LLC left its Broadridge share count unchanged in Q2 2026.
  • Broadridge made up ﹤0.01% of NVWM LLC's portfolio in Q2 2026, its #626 holding.
  • NVWM LLC first reported a position in Broadridge in Q1 2024 and has held it in 10 quarters since.
  • NVWM LLC's Broadridge position peaked at $975 in Q1 2026.
  • 1,017 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on NVWM LLC's 13F filing for Q2 2026, filed 29 Jul 2026.