Plante Moran Financial Advisors’s Broadridge BR Stock Holding History

Plante Moran Financial 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	$32.4K	Hold	236	–	–	﹤0.01%	411
2026 Q1	$38.4K	Sell	236 -125	-35%	-$23.7K	﹤0.01%	349
2025 Q4	$80.7K	Hold	361	–	–	0.01%	261
2025 Q3	$86.1K	Hold	361	–	–	0.01%	267
2025 Q2	$87.9K	Sell	361 -1,940	-84%	-$461K	0.01%	257
2025 Q1	$558K	Sell	2,301 -22	-0.9%	-$5.18K	0.05%	74
2024 Q4	$525K	Buy	2,323 +22	+1%	+$4.93K	0.04%	80
2024 Q3	$495K	Hold	2,301	–	–	0.04%	79
2024 Q2	$453K	Hold	2,301	–	–	0.05%	85
2024 Q1	$471K	Buy	2,301 +125	+6%	+$25.2K	0.05%	83
2023 Q4	$448K	Hold	2,176	–	–	0.05%	92
2023 Q3	$390K	Hold	2,176	–	–	0.05%	92
2023 Q2	$360K	Sell	2,176 -14	-0.6%	-$2.12K	0.04%	101
2023 Q1	$321K	Sell	2,190 -1	-0%	-$143	0.04%	105
2022 Q4	$294K	Buy	2,191 +1	+0%	+$142	0.04%	118
2022 Q3	$316K	Hold	2,190	–	–	0.05%	107
2022 Q2	$312K	Hold	2,190	–	–	0.05%	113
2022 Q1	$341K	Sell	2,190 -231	-10%	-$35.4K	0.06%	115
2021 Q4	$443K	Sell	2,421 -199	-8%	-$35K	0.07%	96
2021 Q3	$437K	Hold	2,620	–	–	0.1%	103
2021 Q2	$423K	Hold	2,620	–	–	0.1%	93
2021 Q1	$401K	Hold	2,620	–	–	0.11%	94
2020 Q4	$401K	Sell	2,620 -232	-8%	-$33.7K	0.12%	99
2020 Q3	$377K	Hold	2,852	–	–	0.13%	87
2020 Q2	$360K	Buy	2,852 +14	+0.5%	+$1.62K	0.14%	86
2020 Q1	$269K	Sell	2,838 -59	-2%	-$6.73K	0.12%	92
2019 Q4	$358K	Sell	2,897 -423	-13%	-$51.7K	0.12%	102
2019 Q3	$413K	Hold	3,320	–	–	0.12%	100
2019 Q2	$424K	Hold	3,320	–	–	0.13%	95
2019 Q1	$344K	Hold	3,320	–	–	0.11%	104
2018 Q4	$320K	Sell	3,320 -21	-0.6%	-$2.27K	0.11%	103
2018 Q3	$441K	Hold	3,341	–	–	0.14%	84
2018 Q2	$385K	Buy	3,341 +36	+1%	+$4.06K	0.2%	91
2018 Q1	$363K	Buy	3,305 +10	+0.3%	+$993	0.2%	93
2017 Q4	$299K	Hold	3,295	–	–	0.17%	100
2017 Q3	$266K	Buy	3,295 +22	+0.7%	+$1.69K	0.16%	102
2017 Q2	$247K	Hold	3,273	–	–	0.15%	108
2017 Q1	$222K	Sell	3,273 -109	-3%	-$7.39K	0.13%	119
2016 Q4	$224K	Buy	3,382 +121	+4%	+$7.87K	0.14%	113
2016 Q3	$221K	Hold	3,261	–	–	0.15%	109
2016 Q2	$213K	Hold	3,261	–	–	0.15%	113
2016 Q1	$193K	Hold	3,261	–	–	0.15%	112
2015 Q4	$175K	Hold	3,261	–	–	0.13%	122
2015 Q3	$181K	Hold	3,261	–	–	0.14%	113
2015 Q2	$163K	Hold	3,261	–	–	0.12%	132
2015 Q1	$179K	Hold	3,261	–	–	0.12%	121
2014 Q4	$151K	Hold	3,261	–	–	0.11%	133
2014 Q3	$136K	Hold	3,261	–	–	0.12%	137
2014 Q2	$136K	Buy	3,261 +50	+2%	+$1.96K	0.12%	114
2014 Q1	$119K	Hold	3,211	–	–	0.13%	102
2013 Q4	$127K	Hold	3,211	–	–	0.07%	123
2013 Q3	$102K	Hold	3,211	–	–	0.06%	109
2013 Q2	$85K	Buy	+3,211	New	+$82.6K	0.06%	115

Other funds holding BR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JIM

Jensen Investment Management Lake Oswego, Oregon $4.13B AUM 8.88% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Plante Moran Financial Advisors's BR Position: Q2 2026 in Review

Plante Moran Financial Advisors held its Broadridge (BR) position steady in Q2 2026 at 236 shares worth $32.4K. The position accounts for ﹤0.01% of the portfolio, ranked #411.

Plante Moran Financial Advisors first reported a position in BR in Q2 2013 and has held it in 53 quarters since. The position peaked at $558K in Q1 2025. 532 funds tracked by Wall St. Rank hold BR as of Q2 2026.

Plante Moran Financial Advisors held 236 shares of Broadridge worth $32.4K as of Q2 2026.
Plante Moran Financial Advisors left its Broadridge share count unchanged in Q2 2026.
Broadridge made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #411 holding.
Plante Moran Financial Advisors first reported a position in Broadridge in Q2 2013 and has held it in 53 quarters since.
Plante Moran Financial Advisors's Broadridge position peaked at $558K in Q1 2025.
532 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.