Southern Michigan Bank & Trust’s Broadridge BR Stock Holding History

Southern Michigan Bank & Trust’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	–	Sell	-50	Closed	-$8.12K	–	426
2026 Q1	$8.12K	Buy	+50	New	+$9.5K	﹤0.01%	334

Other funds holding BR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Southern Michigan Bank & Trust's BR Position: Q2 2026 in Review

Southern Michigan Bank & Trust sold out of Broadridge (BR) in Q2 2026, closing a stake of 50 shares — an estimated $8.12K sold.

Southern Michigan Bank & Trust first reported a position in BR in Q1 2026 and held it in 1 quarter. The position peaked at $8.12K in Q1 2026. 955 funds tracked by Wall St. Rank hold BR as of Q2 2026.

Southern Michigan Bank & Trust reported no remaining Broadridge position as of Q2 2026 after selling out during the quarter.
Southern Michigan Bank & Trust sold 50 Broadridge shares in Q2 2026, an estimated $8.12K.
Southern Michigan Bank & Trust first reported a position in Broadridge in Q1 2026 and held it in 1 quarter.
Southern Michigan Bank & Trust's Broadridge position peaked at $8.12K in Q1 2026.
955 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Southern Michigan Bank & Trust's 13F filing for Q2 2026, filed 21 Jul 2026.