Quaker Wealth Management’s Broadridge BR Stock Holding History

Quaker Wealth Management’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	Buy	6 +5	+500%	+$755	﹤0.01%	619
2026 Q1	$163	Buy	+1	New	+$190	﹤0.01%	885

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

Quaker Wealth Management's BR Position: Q2 2026 in Review

Quaker Wealth Management increased its Broadridge (BR) stake by 500% in Q2 2026, buying an estimated $755 and bringing the position to 6 shares worth $822. The position accounts for ﹤0.01% of the portfolio, ranked #619.

Quaker Wealth Management first reported a position in BR in Q1 2026 and has held it in 2 quarters since. 1,013 funds tracked by Wall St. Rank hold BR as of Q2 2026.

Quaker Wealth Management held 6 shares of Broadridge worth $822 as of Q2 2026.
Quaker Wealth Management bought 5 Broadridge shares in Q2 2026, an estimated $755.
Broadridge made up ﹤0.01% of Quaker Wealth Management's portfolio in Q2 2026, its #619 holding.
Quaker Wealth Management first reported a position in Broadridge in Q1 2026 and has held it in 2 quarters since.
1,013 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Quaker Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.