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RiverFront Investment Group’s Broadridge BR Stock Holding History

RiverFront Investment 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 		$281K Buy
+2,054
New +$310K ﹤0.01% 374
2021
Q2 		– Sell
-1,604
Closed -$246K – 148
2021
Q1 		$246K Buy
1,604
+211
+15% +$31.2K 0.01% 92
2020
Q4 		$213K Buy
+1,393
New +$202K ﹤0.01% 96

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

RiverFront Investment Group's BR Position: Q2 2026 in Review

RiverFront Investment Group opened a new position in Broadridge (BR) in Q2 2026: 2,054 shares worth $281K. The stake represents ﹤0.01% of the portfolio and ranks #374 among its holdings. This is a return to the name: RiverFront Investment Group previously reported a position in BR as recently as Q1 2021.

RiverFront Investment Group first reported a position in BR in Q4 2020 and has held it in 3 quarters since. 1,019 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • RiverFront Investment Group held 2,054 shares of Broadridge worth $281K as of Q2 2026.
  • Broadridge was a new RiverFront Investment Group position in Q2 2026.
  • Broadridge made up ﹤0.01% of RiverFront Investment Group's portfolio in Q2 2026, its #374 holding.
  • RiverFront Investment Group first reported a position in Broadridge in Q4 2020 and has held it in 3 quarters since.
  • 1,019 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on RiverFront Investment Group's 13F filing for Q2 2026, filed 29 Jul 2026.