QWM
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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
2025
Q2 		– Sell
-1
Closed -$243 – 978
2025
Q1 		$243 Buy
+1
New +$235 ﹤0.01% 803

Other funds holding BR

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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. 333 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.
  • 333 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.