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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
2025
Q4 		– Sell
-2,700
Closed -$643K – 520
2025
Q3 		$643K Buy
+2,700
New +$672K 0.33% 40
2025
Q1 		– Sell
-2,800
Closed -$633K – 505
2024
Q4 		$633K Buy
+2,800
New +$627K 0.43% 38

Other funds holding BR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JIM
Jensen Investment Management Lake Oswego, Oregon $4.13B AUM 8.88% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 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. 579 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.
  • 579 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.