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Portside Wealth Group’s Broadridge BR Stock Holding History

Portside Wealth Group’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
-1,308
Closed -$213K – 521
2026
Q1 		$213K Sell
1,308
-367
-22% -$69.7K 0.03% 441
2025
Q4 		$374K Sell
1,675
-344
-17% -$78.5K 0.05% 313
2025
Q3 		$481K Sell
2,019
-98
-5% -$24.4K 0.07% 259
2025
Q2 		$514K Sell
2,117
-56
-3% -$13.3K 0.08% 239
2025
Q1 		$527K Buy
2,173
+196
+10% +$46.1K 0.09% 219
2024
Q4 		$447K Buy
1,977
+125
+7% +$28K 0.07% 248
2024
Q3 		$398K Buy
1,852
+248
+15% +$51.9K 0.07% 251
2024
Q2 		$316K Sell
1,604
-35
-2% -$6.94K 0.06% 268
2024
Q1 		$336K Buy
1,639
+127
+8% +$25.6K 0.06% 258
2023
Q4 		$311K Buy
1,512
+42
+3% +$7.75K 0.06% 261
2023
Q3 		$263K Sell
1,470
-223
-13% -$39.5K 0.05% 266
2023
Q2 		$280K Buy
+1,693
New +$256K 0.05% 265

Other funds holding BR

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $965M AUM 10.64% 1-Year Est. Return
MCM
McRae Capital Management Morristown, New Jersey $508M AUM 14.21% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return

Portside Wealth Group's BR Position: Q2 2026 in Review

Portside Wealth Group sold out of Broadridge (BR) in Q2 2026, closing a stake of 1,308 shares — an estimated $213K sold.

Portside Wealth Group first reported a position in BR in Q2 2023 and held it in 12 quarters. The position peaked at $527K in Q1 2025. 132 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Portside Wealth Group reported no remaining Broadridge position as of Q2 2026 after selling out during the quarter.
  • Portside Wealth Group sold 1,308 Broadridge shares in Q2 2026, an estimated $213K.
  • Portside Wealth Group first reported a position in Broadridge in Q2 2023 and held it in 12 quarters.
  • Portside Wealth Group's Broadridge position peaked at $527K in Q1 2025.
  • 132 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.