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Rothschild Investment LLC’s Broadridge BR Stock Holding History

Rothschild Investment LLC’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 		$698K Buy
5,095
+3,170
+165% +$479K 0.03% 502
2026
Q1 		$313K Buy
1,925
+1,704
+771% +$324K 0.02% 539
2025
Q4 		$49.2K Buy
221
+44
+25% +$10K ﹤0.01% 1025
2025
Q3 		$42.2K Sell
177
-2
-1% -$498 ﹤0.01% 1038
2025
Q2 		$43.5K Sell
179
-4
-2% -$951 ﹤0.01% 813
2025
Q1 		$44.4K Buy
183
+13
+8% +$3.06K ﹤0.01% 799
2024
Q4 		$38.4K Buy
170
+1
+0.6% +$224 ﹤0.01% 845
2024
Q3 		$36.3K Buy
169
+7
+4% +$1.46K ﹤0.01% 857
2024
Q2 		$31.9K Buy
162
+28
+21% +$5.55K ﹤0.01% 866
2024
Q1 		$27.5K Buy
134
+8
+6% +$1.61K ﹤0.01% 853
2023
Q4 		$25.9K Buy
+126
New +$23.2K ﹤0.01% 797

Other funds holding BR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Rothschild Investment LLC's BR Position: Q2 2026 in Review

Rothschild Investment LLC increased its Broadridge (BR) stake by 165% in Q2 2026, buying an estimated $479K and bringing the position to 5,095 shares worth $698K. The position accounts for 0.03% of the portfolio, ranked #502.

Rothschild Investment LLC first reported a position in BR in Q4 2023 and has held it in 11 quarters since. 814 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Rothschild Investment LLC held 5,095 shares of Broadridge worth $698K as of Q2 2026.
  • Rothschild Investment LLC bought 3,170 Broadridge shares in Q2 2026, an estimated $479K.
  • Broadridge made up 0.03% of Rothschild Investment LLC's portfolio in Q2 2026, its #502 holding.
  • Rothschild Investment LLC first reported a position in Broadridge in Q4 2023 and has held it in 11 quarters since.
  • 814 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.