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Signature Equity Partners’s Broadridge BR Stock Holding History

Signature Equity Partners’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 		$274 Sell
2
-1
-33% -$151 ﹤0.01% 1494
2026
Q1 		$487 Hold
3
– – ﹤0.01% 1379
2025
Q4 		$670 Buy
+3
New +$684 ﹤0.01% 1488

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State Street
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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
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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
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Signature Equity Partners's BR Position: Q2 2026 in Review

Signature Equity Partners reduced its Broadridge (BR) stake by 33% in Q2 2026, selling an estimated $151 and leaving 2 shares worth $274. The position accounts for ﹤0.01% of the portfolio, ranked #1494.

Signature Equity Partners first reported a position in BR in Q4 2025 and has held it in 3 quarters since. The position peaked at $670 in Q4 2025. 1,011 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Signature Equity Partners held 2 shares of Broadridge worth $274 as of Q2 2026.
  • Signature Equity Partners sold 1 Broadridge share in Q2 2026, an estimated $151.
  • Broadridge made up ﹤0.01% of Signature Equity Partners's portfolio in Q2 2026, its #1494 holding.
  • Signature Equity Partners first reported a position in Broadridge in Q4 2025 and has held it in 3 quarters since.
  • Signature Equity Partners's Broadridge position peaked at $670 in Q4 2025.
  • 1,011 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Signature Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.