Smallwood Wealth Investment Management’s Broadridge BR Stock Holding History

Smallwood Wealth Investment Management’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	$446K	Sell	3,254 -109	-3%	-$16.5K	0.19%	55
2026 Q1	$547K	Sell	3,363 -402	-11%	-$76.4K	0.29%	42
2025 Q4	$840K	Buy	3,765 +11	+0.3%	+$2.51K	0.44%	32
2025 Q3	$894K	Buy	3,754 +6	+0.2%	+$1.49K	0.46%	33
2025 Q2	$911K	Buy	3,748 +174	+5%	+$41.4K	0.52%	32
2025 Q1	$867K	Buy	3,574 +10	+0.3%	+$2.35K	0.55%	28
2024 Q4	$806K	Buy	3,564 +12	+0.3%	+$2.69K	0.55%	29
2024 Q3	$764K	Buy	3,552 +12	+0.3%	+$2.51K	0.54%	28
2024 Q2	$697K	Buy	3,540 +426	+14%	+$84.5K	0.54%	28
2024 Q1	$638K	Buy	+3,114	New	+$628K	0.49%	32

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

Smallwood Wealth Investment Management's BR Position: Q2 2026 in Review

Smallwood Wealth Investment Management reduced its Broadridge (BR) stake by 3.2% in Q2 2026, selling an estimated $16.5K and leaving 3,254 shares worth $446K. The position accounts for 0.19% of the portfolio, ranked #55.

Smallwood Wealth Investment Management first reported a position in BR in Q1 2024 and has held it in 10 quarters since. The position peaked at $911K in Q2 2025. 398 funds tracked by Wall St. Rank hold BR as of Q2 2026.

Smallwood Wealth Investment Management held 3,254 shares of Broadridge worth $446K as of Q2 2026.
Smallwood Wealth Investment Management sold 109 Broadridge shares in Q2 2026, an estimated $16.5K.
Broadridge made up 0.19% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #55 holding.
Smallwood Wealth Investment Management first reported a position in Broadridge in Q1 2024 and has held it in 10 quarters since.
Smallwood Wealth Investment Management's Broadridge position peaked at $911K in Q2 2025.
398 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.