Roble Belko & Company’s Broadridge BR Stock Holding History

Roble Belko & Company’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	$40K	Hold	295	–	–	﹤0.01%	226
2026 Q1	$48K	Hold	295	–	–	0.01%	207
2025 Q4	$66K	Hold	295	–	–	0.01%	190
2025 Q3	$70K	Hold	295	–	–	0.01%	159
2025 Q2	$72K	Hold	295	–	–	0.01%	154
2025 Q1	$72K	Hold	295	–	–	0.01%	153
2024 Q4	$67K	Hold	295	–	–	0.01%	157
2024 Q3	$63K	Hold	295	–	–	0.01%	157
2024 Q2	$58K	Hold	295	–	–	0.01%	163
2024 Q1	$60K	Hold	295	–	–	0.01%	163
2023 Q4	$61K	Hold	295	–	–	0.01%	152
2023 Q3	$53K	Hold	295	–	–	0.01%	144
2023 Q2	$49K	Hold	295	–	–	0.01%	143
2023 Q1	$43K	Hold	295	–	–	0.01%	155
2022 Q4	$40K	Hold	295	–	–	0.01%	166
2022 Q3	$43K	Hold	295	–	–	0.01%	153
2022 Q2	$42K	Hold	295	–	–	0.01%	155
2022 Q1	$46K	Hold	295	–	–	0.01%	166
2021 Q4	$54K	Hold	295	–	–	0.01%	153
2021 Q3	$49K	Hold	295	–	–	0.01%	150
2021 Q2	$48K	Hold	295	–	–	0.01%	161
2021 Q1	$45K	Hold	295	–	–	0.01%	155
2020 Q4	$45K	Hold	295	–	–	0.01%	140
2020 Q3	$39K	Hold	295	–	–	0.01%	142
2020 Q2	$37K	Hold	295	–	–	0.01%	154
2020 Q1	$28K	Hold	295	–	–	0.01%	165
2019 Q4	$36K	Hold	295	–	–	0.01%	172
2019 Q3	$37K	Hold	295	–	–	0.01%	157
2019 Q2	$38K	Buy	295 +1	+0.3%	+$120	0.01%	157
2019 Q1	$30K	Buy	+294	New	+$29.5K	0.01%	144

Other funds holding BR

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Roble Belko & Company's BR Position: Q2 2026 in Review

Roble Belko & Company held its Broadridge (BR) position steady in Q2 2026 at 295 shares worth $40K. The position accounts for ﹤0.01% of the portfolio, ranked #226.

Roble Belko & Company first reported a position in BR in Q1 2019 and has held it in 30 quarters since. The position peaked at $72K in Q2 2025. 1,015 funds tracked by Wall St. Rank hold BR as of Q2 2026.

Roble Belko & Company held 295 shares of Broadridge worth $40K as of Q2 2026.
Roble Belko & Company left its Broadridge share count unchanged in Q2 2026.
Broadridge made up ﹤0.01% of Roble Belko & Company's portfolio in Q2 2026, its #226 holding.
Roble Belko & Company first reported a position in Broadridge in Q1 2019 and has held it in 30 quarters since.
Roble Belko & Company's Broadridge position peaked at $72K in Q2 2025.
1,015 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Roble Belko & Company's 13F filing for Q2 2026, filed 24 Jul 2026.