SOW
BR icon

State of Wyoming’s Broadridge BR Stock Holding History

State of Wyoming’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
-706
Closed -$115K – 1934
2026
Q1 		$115K Buy
706
+91
+15% +$17.3K 0.01% 1247
2025
Q4 		$137K Sell
615
-1,225
-67% -$279K 0.02% 1179
2025
Q3 		$438K Buy
1,840
+1,839
+183,900% +$458K 0.05% 391
2025
Q2 		$243 Sell
1
-1,651
-100% -$392K ﹤0.01% 1825
2025
Q1 		$401K Buy
1,652
+1,631
+7,767% +$384K 0.05% 357
2024
Q4 		$4.75K Sell
21
-1,373
-98% -$308K ﹤0.01% 1552
2024
Q3 		$300K Buy
1,394
+1,358
+3,772% +$284K 0.04% 440
2024
Q2 		$7.09K Sell
36
-294
-89% -$58.3K ﹤0.01% 1586
2024
Q1 		$67.6K Sell
330
-6
-2% -$1.21K 0.01% 1201
2023
Q4 		$69.1K Sell
336
-981
-74% -$181K 0.01% 1214
2023
Q3 		$236K Buy
1,317
+1,305
+10,875% +$231K 0.05% 349
2023
Q2 		$1.99K Buy
12
+2
+20% +$303 ﹤0.01% 1505
2023
Q1 		$1.47K Buy
10
+1
+11% +$143 ﹤0.01% 1531
2022
Q4 		$1.21K Buy
9
+2
+29% +$284 ﹤0.01% 1511
2022
Q3 		$1K Sell
7
-1
-13% -$162 ﹤0.01% 1479
2022
Q2 		$1K Buy
+8
New +$1.16K ﹤0.01% 1802
2021
Q4 		– Sell
-389
Closed -$65K – 1871
2021
Q3 		$65K Buy
+389
New +$66.3K 0.04% 659

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

State of Wyoming's BR Position: Q2 2026 in Review

State of Wyoming sold out of Broadridge (BR) in Q2 2026, closing a stake of 706 shares — an estimated $115K sold.

State of Wyoming first reported a position in BR in Q3 2021 and held it in 17 quarters. The position peaked at $438K in Q3 2025. 579 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • State of Wyoming reported no remaining Broadridge position as of Q2 2026 after selling out during the quarter.
  • State of Wyoming sold 706 Broadridge shares in Q2 2026, an estimated $115K.
  • State of Wyoming first reported a position in Broadridge in Q3 2021 and held it in 17 quarters.
  • State of Wyoming's Broadridge position peaked at $438K in Q3 2025.
  • 579 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on State of Wyoming's 13F filing for Q2 2026, filed 6 Aug 2026.