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Ritholtz Wealth Management’s Broadridge BR Stock Holding History

Ritholtz 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 		$481K Sell
3,513
-432
-11% -$65.2K 0.01% 871
2026
Q1 		$641K Buy
3,945
+1,640
+71% +$312K 0.01% 698
2025
Q4 		$515K Sell
2,305
-1,769
-43% -$403K 0.01% 708
2025
Q3 		$970K Buy
4,074
+275
+7% +$68.5K 0.02% 507
2025
Q2 		$923K Buy
3,799
+2,302
+154% +$547K 0.02% 470
2025
Q1 		$363K Buy
1,497
+8
+0.5% +$1.88K 0.01% 686
2024
Q4 		$337K Buy
1,489
+2
+0.1% +$448 0.01% 677
2024
Q3 		$320K Buy
1,487
+279
+23% +$58.4K 0.01% 681
2024
Q2 		$238K Buy
+1,208
New +$240K 0.01% 717
2022
Q4 		– Sell
-2,495
Closed -$360K – 592
2022
Q3 		$360K Buy
+2,495
New +$405K 0.02% 486

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

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

Ritholtz Wealth Management reduced its Broadridge (BR) stake by 11% in Q2 2026, selling an estimated $65.2K and leaving 3,513 shares worth $481K. The position accounts for 0.01% of the portfolio, ranked #871.

Ritholtz Wealth Management first reported a position in BR in Q3 2022 and has held it in 10 quarters since. The position peaked at $970K in Q3 2025. 1,013 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Ritholtz Wealth Management held 3,513 shares of Broadridge worth $481K as of Q2 2026.
  • Ritholtz Wealth Management sold 432 Broadridge shares in Q2 2026, an estimated $65.2K.
  • Broadridge made up 0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #871 holding.
  • Ritholtz Wealth Management first reported a position in Broadridge in Q3 2022 and has held it in 10 quarters since.
  • Ritholtz Wealth Management's Broadridge position peaked at $970K in Q3 2025.
  • 1,013 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.