RT
BR icon

Rockland Trust’s Broadridge BR Stock Holding History

Rockland Trust’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 		$270K Sell
1,971
-357
-15% -$53.9K 0.01% 286
2026
Q1 		$378K Sell
2,328
-105
-4% -$19.9K 0.02% 253
2025
Q4 		$543K Sell
2,433
-209
-8% -$47.7K 0.02% 214
2025
Q3 		$629K Buy
2,642
+1,205
+84% +$300K 0.03% 201
2025
Q2 		$349K Hold
1,437
– – 0.02% 206
2025
Q1 		$348K Sell
1,437
-80
-5% -$18.8K 0.02% 208
2024
Q4 		$343K Hold
1,517
– – 0.02% 220
2024
Q3 		$326K Buy
1,517
+5
+0.3% +$1.05K 0.02% 229
2024
Q2 		$298K Hold
1,512
– – 0.02% 248
2024
Q1 		$310K Hold
1,512
– – 0.02% 243
2023
Q4 		$311K Hold
1,512
– – 0.02% 244
2023
Q3 		$271K Sell
1,512
-26
-2% -$4.61K 0.02% 247
2023
Q2 		$255K Sell
1,538
-166
-10% -$25.1K 0.02% 256
2023
Q1 		$250K Hold
1,704
– – 0.02% 263
2022
Q4 		$228K Sell
1,704
-79
-4% -$11.2K 0.01% 276
2022
Q3 		$258K Sell
1,783
-65,166
-97% -$10.6M 0.02% 237
2022
Q2 		$9.54M Buy
66,949
+10,965
+20% +$1.59M 0.66% 53
2022
Q1 		$8.72M Buy
55,984
+9,405
+20% +$1.44M 0.55% 58
2021
Q4 		$8.52M Buy
+46,579
New +$8.19M 0.54% 58

Other funds holding BR

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

Rockland Trust's BR Position: Q2 2026 in Review

Rockland Trust reduced its Broadridge (BR) stake by 15% in Q2 2026, selling an estimated $53.9K and leaving 1,971 shares worth $270K. The position accounts for 0.01% of the portfolio, ranked #286.

Rockland Trust first reported a position in BR in Q4 2021 and has held it in 19 quarters since. The position peaked at $9.54M in Q2 2022. 398 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Rockland Trust held 1,971 shares of Broadridge worth $270K as of Q2 2026.
  • Rockland Trust sold 357 Broadridge shares in Q2 2026, an estimated $53.9K.
  • Broadridge made up 0.01% of Rockland Trust's portfolio in Q2 2026, its #286 holding.
  • Rockland Trust first reported a position in Broadridge in Q4 2021 and has held it in 19 quarters since.
  • Rockland Trust's Broadridge position peaked at $9.54M in Q2 2022.
  • 398 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Rockland Trust's 13F filing for Q2 2026, filed 8 Jul 2026.