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Safe Harbor Fiduciary’s Broadridge BR Stock Holding History

Safe Harbor Fiduciary’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 		– Sell
-1,434
Closed -$233K – 63
2026
Q1 		$233K Buy
1,434
+138
+11% +$26.2K 0.22% 52
2025
Q4 		$289K Buy
+1,296
New +$296K 0.26% 52
2025
Q2 		$307K Sell
1,264
-80
-6% -$19K 0.29% 66
2025
Q1 		$326K Hold
1,344
– – 0.34% 58
2024
Q4 		$304K Hold
1,344
– – 0.31% 60
2024
Q3 		$289K Buy
+1,344
New +$281K 0.27% 65

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

Safe Harbor Fiduciary's BR Position: Q2 2026 in Review

Safe Harbor Fiduciary sold out of Broadridge (BR) in Q2 2026, closing a stake of 1,434 shares — an estimated $233K sold.

Safe Harbor Fiduciary first reported a position in BR in Q3 2024 and held it in 6 quarters. The position peaked at $326K in Q1 2025. 1,017 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Safe Harbor Fiduciary reported no remaining Broadridge position as of Q2 2026 after selling out during the quarter.
  • Safe Harbor Fiduciary sold 1,434 Broadridge shares in Q2 2026, an estimated $233K.
  • Safe Harbor Fiduciary first reported a position in Broadridge in Q3 2024 and held it in 6 quarters.
  • Safe Harbor Fiduciary's Broadridge position peaked at $326K in Q1 2025.
  • 1,017 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Safe Harbor Fiduciary's 13F filing for Q2 2026, filed 14 Aug 2026.