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Smartleaf Asset Management’s Broadridge BR Stock Holding History

Smartleaf Asset 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 		$118K Hold
870
– – ﹤0.01% 1087
2026
Q1 		$142K Sell
870
-177
-17% -$33.6K 0.01% 942
2025
Q4 		$236K Sell
1,047
-166
-14% -$37.9K 0.01% 740
2025
Q3 		$288K Buy
1,213
+619
+104% +$154K 0.02% 611
2025
Q2 		$142K Sell
594
-153
-20% -$36.4K 0.01% 707
2025
Q1 		$177K Buy
747
+49
+7% +$11.5K 0.02% 608
2024
Q4 		$157K Buy
698
+192
+38% +$43K 0.02% 636
2024
Q3 		$107K Buy
506
+257
+103% +$53.8K 0.01% 691
2024
Q2 		$49.6K Buy
249
+59
+31% +$11.7K 0.01% 743
2024
Q1 		$38.7K Buy
+190
New +$38.3K 0.01% 736

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

Smartleaf Asset Management's BR Position: Q2 2026 in Review

Smartleaf Asset Management held its Broadridge (BR) position steady in Q2 2026 at 870 shares worth $118K. The position accounts for ﹤0.01% of the portfolio, ranked #1087.

Smartleaf Asset Management first reported a position in BR in Q1 2024 and has held it in 10 quarters since. The position peaked at $288K in Q3 2025. 1,019 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Smartleaf Asset Management held 870 shares of Broadridge worth $118K as of Q2 2026.
  • Smartleaf Asset Management left its Broadridge share count unchanged in Q2 2026.
  • Broadridge made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #1087 holding.
  • Smartleaf Asset Management first reported a position in Broadridge in Q1 2024 and has held it in 10 quarters since.
  • Smartleaf Asset Management's Broadridge position peaked at $288K in Q3 2025.
  • 1,019 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.