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Silver Grove Financial Group’s Broadridge BR Stock Holding History

Silver Grove Financial Group’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 		$17.4K Buy
127
+124
+4,133% +$18.7K 0.01% 685
2026
Q1 		$487 Buy
+3
New +$570 ﹤0.01% 481

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

Silver Grove Financial Group's BR Position: Q2 2026 in Review

Silver Grove Financial Group increased its Broadridge (BR) stake by 4,133% in Q2 2026, buying an estimated $18.7K and bringing the position to 127 shares worth $17.4K. The position accounts for 0.01% of the portfolio, ranked #685.

Silver Grove Financial Group first reported a position in BR in Q1 2026 and has held it in 2 quarters since. 1,015 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Silver Grove Financial Group held 127 shares of Broadridge worth $17.4K as of Q2 2026.
  • Silver Grove Financial Group bought 124 Broadridge shares in Q2 2026, an estimated $18.7K.
  • Broadridge made up 0.01% of Silver Grove Financial Group's portfolio in Q2 2026, its #685 holding.
  • Silver Grove Financial Group first reported a position in Broadridge in Q1 2026 and has held it in 2 quarters since.
  • 1,015 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Silver Grove Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.