Richard W. Paul & Associates’s Broadridge BR Stock Holding History

Richard W. Paul & Associates’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	$1.09M	Buy	+7,926	New	+$1.2M	0.33%	83

Other funds holding BR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JIM

Jensen Investment Management Lake Oswego, Oregon $4.13B AUM 8.88% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Richard W. Paul & Associates's BR Position: Q2 2026 in Review

Richard W. Paul & Associates opened a new position in Broadridge (BR) in Q2 2026: 7,926 shares worth $1.09M. The stake represents 0.33% of the portfolio and ranks #83 among its holdings.

579 funds tracked by Wall St. Rank hold BR as of Q2 2026.

Richard W. Paul & Associates held 7,926 shares of Broadridge worth $1.09M as of Q2 2026.
Broadridge was a new Richard W. Paul & Associates position in Q2 2026.
Broadridge made up 0.33% of Richard W. Paul & Associates's portfolio in Q2 2026, its #83 holding.
579 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Richard W. Paul & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.