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Salomon & Ludwin’s Broadridge BR Stock Holding History

Salomon & Ludwin’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 		$15.1K Hold
107
– – ﹤0.01% 1358
2026
Q1 		$17.2K Sell
107
-40
-27% -$7.6K ﹤0.01% 1191
2025
Q4 		$32.8K Buy
147
+7
+5% +$1.6K ﹤0.01% 577
2025
Q3 		$32.9K Buy
140
+33
+31% +$8.22K ﹤0.01% 527
2025
Q2 		$25.5K Hold
107
– – ﹤0.01% 349
2025
Q1 		$25.9K Hold
107
– – ﹤0.01% 325
2024
Q4 		$24.2K Hold
107
– – ﹤0.01% 327
2024
Q3 		$23K Buy
107
+53
+98% +$11.1K ﹤0.01% 351
2024
Q2 		$10.6K Sell
54
-40
-43% -$7.93K ﹤0.01% 436
2024
Q1 		$19.3K Buy
94
+40
+74% +$8.07K ﹤0.01% 475
2023
Q4 		$9.67K Hold
54
– – ﹤0.01% 503
2023
Q3 		$9.67K Buy
+54
New +$9.56K ﹤0.01% 501

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

Salomon & Ludwin's BR Position: Q2 2026 in Review

Salomon & Ludwin held its Broadridge (BR) position steady in Q2 2026 at 107 shares worth $15.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1358.

Salomon & Ludwin first reported a position in BR in Q3 2023 and has held it in 12 quarters since. The position peaked at $32.9K in Q3 2025. 1,013 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Salomon & Ludwin held 107 shares of Broadridge worth $15.1K as of Q2 2026.
  • Salomon & Ludwin left its Broadridge share count unchanged in Q2 2026.
  • Broadridge made up ﹤0.01% of Salomon & Ludwin's portfolio in Q2 2026, its #1358 holding.
  • Salomon & Ludwin first reported a position in Broadridge in Q3 2023 and has held it in 12 quarters since.
  • Salomon & Ludwin's Broadridge position peaked at $32.9K in Q3 2025.
  • 1,013 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.