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Rakuten Securities’s Broadridge BR Stock Holding History

Rakuten Securities’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 		$137 Sell
1
-8
-89% -$1.21K ﹤0.01% 845
2026
Q1 		$1.46K Buy
9
+8
+800% +$1.52K ﹤0.01% 648
2025
Q4 		$223 Hold
1
– – ﹤0.01% 813
2025
Q3 		$238 Sell
1
-1
-50% -$249 ﹤0.01% 821
2025
Q2 		$486 Sell
2
-3
-60% -$713 ﹤0.01% 712
2025
Q1 		$1.21K Buy
5
+3
+150% +$706 ﹤0.01% 649
2024
Q4 		$452 Hold
2
– – ﹤0.01% 670
2024
Q3 		$430 Hold
2
– – ﹤0.01% 643
2024
Q2 		$394 Hold
2
– – ﹤0.01% 616
2024
Q1 		$410 Hold
2
– – ﹤0.01% 622
2023
Q4 		$412 Buy
+2
New +$369 ﹤0.01% 528

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

Rakuten Securities's BR Position: Q2 2026 in Review

Rakuten Securities reduced its Broadridge (BR) stake by 89% in Q2 2026, selling an estimated $1.21K and leaving 1 share worth $137. The position accounts for ﹤0.01% of the portfolio, ranked #845.

Rakuten Securities first reported a position in BR in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.46K in Q1 2026. 1,011 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Rakuten Securities held 1 share of Broadridge worth $137 as of Q2 2026.
  • Rakuten Securities sold 8 Broadridge shares in Q2 2026, an estimated $1.21K.
  • Broadridge made up ﹤0.01% of Rakuten Securities's portfolio in Q2 2026, its #845 holding.
  • Rakuten Securities first reported a position in Broadridge in Q4 2023 and has held it in 11 quarters since.
  • Rakuten Securities's Broadridge position peaked at $1.46K in Q1 2026.
  • 1,011 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Rakuten Securities's 13F filing for Q2 2026, filed 12 Aug 2026.