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Savant Capital’s Broadridge BR Stock Holding History

Savant Capital’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 		$605K Sell
4,396
-161
-4% -$24.3K ﹤0.01% 1127
2026
Q1 		$740K Sell
4,557
-451
-9% -$85.7K ﹤0.01% 728
2025
Q4 		$1.12M Sell
5,008
-326
-6% -$74.3K 0.01% 558
2025
Q3 		$1.27M Buy
5,334
+117
+2% +$29.1K 0.01% 494
2025
Q2 		$1.27M Buy
5,217
+244
+5% +$58K 0.01% 450
2025
Q1 		$1.21M Buy
4,973
+1,418
+40% +$334K 0.01% 426
2024
Q4 		$804K Buy
3,555
+257
+8% +$57.6K 0.01% 732
2024
Q3 		$709K Buy
3,298
+187
+6% +$39.1K 0.01% 750
2024
Q2 		$613K Buy
3,111
+951
+44% +$189K 0.01% 728
2024
Q1 		$442K Buy
2,160
+33
+2% +$6.66K 0.01% 769
2023
Q4 		$438K Buy
2,127
+712
+50% +$131K 0.01% 599
2023
Q3 		$253K Buy
1,415
+138
+11% +$24.4K ﹤0.01% 705
2023
Q2 		$212K Buy
+1,277
New +$193K ﹤0.01% 728

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

Savant Capital's BR Position: Q2 2026 in Review

Savant Capital reduced its Broadridge (BR) stake by 3.5% in Q2 2026, selling an estimated $24.3K and leaving 4,396 shares worth $605K. The position accounts for ﹤0.01% of the portfolio, ranked #1127.

Savant Capital first reported a position in BR in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.27M in Q3 2025. 1,013 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Savant Capital held 4,396 shares of Broadridge worth $605K as of Q2 2026.
  • Savant Capital sold 161 Broadridge shares in Q2 2026, an estimated $24.3K.
  • Broadridge made up ﹤0.01% of Savant Capital's portfolio in Q2 2026, its #1127 holding.
  • Savant Capital first reported a position in Broadridge in Q2 2023 and has held it in 13 quarters since.
  • Savant Capital's Broadridge position peaked at $1.27M in Q3 2025.
  • 1,013 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.