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Rehmann Capital Advisory Group’s Broadridge BR Stock Holding History

Rehmann Capital Advisory 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 		$397K Buy
2,894
+83
+3% +$12.5K 0.02% 480
2026
Q1 		$457K Buy
2,811
+695
+33% +$132K 0.02% 423
2025
Q4 		$474K Sell
2,116
-281
-12% -$64.1K 0.02% 410
2025
Q3 		$572K Buy
2,397
+728
+44% +$181K 0.03% 359
2025
Q2 		$406K Buy
1,669
+150
+10% +$35.6K 0.02% 399
2025
Q1 		$368K Buy
1,519
+67
+5% +$15.8K 0.02% 432
2024
Q4 		$328K Buy
1,452
+109
+8% +$24.4K 0.02% 447
2024
Q3 		$290K Sell
1,343
-33
-2% -$6.9K 0.02% 476
2024
Q2 		$271K Buy
1,376
+146
+12% +$29K 0.02% 475
2024
Q1 		$252K Buy
1,230
+10
+0.8% +$2.02K 0.02% 497
2023
Q4 		$251K Hold
1,220
– – 0.02% 481
2023
Q3 		$218K Buy
+1,220
New +$216K 0.02% 475
2022
Q1 		– Sell
-1,126
Closed -$206K – 543
2021
Q4 		$206K Buy
+1,126
New +$198K 0.02% 525
2019
Q3 		$91K Sell
731
-75
-9% -$9.66K 0.01% 470
2019
Q2 		$103K Sell
806
-184
-19% -$22.2K 0.01% 608
2019
Q1 		$103K Sell
990
-108
-10% -$10.8K 0.01% 585
2018
Q4 		$106K Sell
1,098
-194
-15% -$21K 0.02% 394
2018
Q3 		$170K Buy
1,292
+3
+0.2% +$381 0.02% 440
2018
Q2 		$148K Sell
1,289
-130
-9% -$14.7K 0.02% 455
2018
Q1 		$156K Buy
+1,419
New +$141K 0.02% 435

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

Rehmann Capital Advisory Group's BR Position: Q2 2026 in Review

Rehmann Capital Advisory Group increased its Broadridge (BR) stake by 3% in Q2 2026, buying an estimated $12.5K and bringing the position to 2,894 shares worth $397K. The position accounts for 0.02% of the portfolio, ranked #480.

Rehmann Capital Advisory Group first reported a position in BR in Q1 2018 and has held it in 20 quarters since. The position peaked at $572K in Q3 2025. 1,019 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Rehmann Capital Advisory Group held 2,894 shares of Broadridge worth $397K as of Q2 2026.
  • Rehmann Capital Advisory Group bought 83 Broadridge shares in Q2 2026, an estimated $12.5K.
  • Broadridge made up 0.02% of Rehmann Capital Advisory Group's portfolio in Q2 2026, its #480 holding.
  • Rehmann Capital Advisory Group first reported a position in Broadridge in Q1 2018 and has held it in 20 quarters since.
  • Rehmann Capital Advisory Group's Broadridge position peaked at $572K in Q3 2025.
  • 1,019 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Rehmann Capital Advisory Group's 13F filing for Q2 2026, filed 20 Aug 2026.