Salem Investment Counselors’s Broadridge BR Stock Holding History

Salem Investment Counselors’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	$20.7K	Hold	150	–	–	﹤0.01%	767
2026 Q1	$24.6K	Buy	+150	New	+$28.5K	﹤0.01%	713
2025 Q4	–	Sell	-225	Closed	-$53.8K	–	489
2025 Q3	$53.8K	Hold	225	–	–	﹤0.01%	590
2025 Q2	$54.9K	Hold	225	–	–	﹤0.01%	566
2025 Q1	$54.8K	Hold	225	–	–	﹤0.01%	561
2024 Q4	$51.1K	Buy	225 +150	+200%	+$33.6K	﹤0.01%	577
2024 Q3	$16.2K	Hold	75	–	–	﹤0.01%	778
2024 Q2	$14.8K	Hold	75	–	–	﹤0.01%	777
2024 Q1	$15.4K	Hold	75	–	–	﹤0.01%	761
2023 Q4	$15.5K	Hold	75	–	–	﹤0.01%	736
2023 Q3	$13.5K	Hold	75	–	–	﹤0.01%	738
2023 Q2	$12.5K	Hold	75	–	–	﹤0.01%	790
2023 Q1	$11K	Sell	75 -150	-67%	-$21.5K	﹤0.01%	797
2022 Q4	$30.2K	Hold	225	–	–	﹤0.01%	595
2022 Q3	$33K	Hold	225	–	–	﹤0.01%	544
2022 Q2	$32K	Hold	225	–	–	﹤0.01%	581
2022 Q1	$35K	Hold	225	–	–	﹤0.01%	566
2021 Q4	$41K	Hold	225	–	–	﹤0.01%	588
2021 Q3	$37K	Hold	225	–	–	﹤0.01%	540
2021 Q2	$36K	Hold	225	–	–	﹤0.01%	535
2021 Q1	$34K	Hold	225	–	–	﹤0.01%	508
2020 Q4	$34K	Hold	225	–	–	﹤0.01%	501
2020 Q3	$30K	Buy	225 +75	+50%	+$10K	﹤0.01%	441
2020 Q2	$19K	Hold	150	–	–	﹤0.01%	492
2020 Q1	$14K	Hold	150	–	–	﹤0.01%	489
2019 Q4	$19K	Hold	150	–	–	﹤0.01%	494
2019 Q3	$19K	Hold	150	–	–	﹤0.01%	466
2019 Q2	$19K	Hold	150	–	–	﹤0.01%	489
2019 Q1	$20K	Buy	+150	New	+$15K	﹤0.01%	366
2018 Q4	–	Sell	-150	Closed	-$20K	–	204
2018 Q3	$20K	Hold	150	–	–	﹤0.01%	366
2018 Q2	$17K	Hold	150	–	–	﹤0.01%	390
2018 Q1	$16K	Hold	150	–	–	﹤0.01%	410
2017 Q4	$14K	Hold	150	–	–	﹤0.01%	425
2017 Q3	$12K	Hold	150	–	–	﹤0.01%	437
2017 Q2	$11K	Hold	150	–	–	﹤0.01%	462
2017 Q1	$10K	Hold	150	–	–	﹤0.01%	526
2016 Q4	$10K	Hold	150	–	–	﹤0.01%	494
2016 Q3	$102	Buy	+150	New	+$10.2K	﹤0.01%	418

Other funds holding BR

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

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 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 Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

Salem Investment Counselors's BR Position: Q2 2026 in Review

Salem Investment Counselors held its Broadridge (BR) position steady in Q2 2026 at 150 shares worth $20.7K. The position accounts for ﹤0.01% of the portfolio, ranked #767.

Salem Investment Counselors first reported a position in BR in Q3 2016 and has held it in 38 quarters since. The position peaked at $54.9K in Q2 2025. 397 funds tracked by Wall St. Rank hold BR as of Q2 2026.

Salem Investment Counselors held 150 shares of Broadridge worth $20.7K as of Q2 2026.
Salem Investment Counselors left its Broadridge share count unchanged in Q2 2026.
Broadridge made up ﹤0.01% of Salem Investment Counselors's portfolio in Q2 2026, its #767 holding.
Salem Investment Counselors first reported a position in Broadridge in Q3 2016 and has held it in 38 quarters since.
Salem Investment Counselors's Broadridge position peaked at $54.9K in Q2 2025.
397 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Salem Investment Counselors's 13F filing for Q2 2026, filed 14 Jul 2026.