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Rossby Financial’s Broadridge BR Stock Holding History

Rossby Financial’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 		$7.81K Sell
57
-4
-7% -$604 ﹤0.01% 1255
2026
Q1 		$9.76K Buy
61
+37
+154% +$7.03K ﹤0.01% 1260
2025
Q4 		$5.36K Buy
+24
New +$5.47K ﹤0.01% 1095

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

Rossby Financial's BR Position: Q2 2026 in Review

Rossby Financial reduced its Broadridge (BR) stake by 6.6% in Q2 2026, selling an estimated $604 and leaving 57 shares worth $7.81K. The position accounts for ﹤0.01% of the portfolio, ranked #1255.

Rossby Financial first reported a position in BR in Q4 2025 and has held it in 3 quarters since. The position peaked at $9.76K in Q1 2026. 1,017 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Rossby Financial held 57 shares of Broadridge worth $7.81K as of Q2 2026.
  • Rossby Financial sold 4 Broadridge shares in Q2 2026, an estimated $604.
  • Broadridge made up ﹤0.01% of Rossby Financial's portfolio in Q2 2026, its #1255 holding.
  • Rossby Financial first reported a position in Broadridge in Q4 2025 and has held it in 3 quarters since.
  • Rossby Financial's Broadridge position peaked at $9.76K in Q1 2026.
  • 1,017 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.