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Steigerwald Gordon & Koch’s Broadridge BR Stock Holding History

Steigerwald Gordon & Koch’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 		$75.3K Hold
550
– – 0.01% 250
2026
Q1 		$89.4K Sell
550
-71
-11% -$13.5K 0.01% 228
2025
Q4 		$139K Sell
621
-40
-6% -$9.12K 0.01% 179
2025
Q3 		$157K Buy
+661
New +$165K 0.02% 164

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

Steigerwald Gordon & Koch's BR Position: Q2 2026 in Review

Steigerwald Gordon & Koch held its Broadridge (BR) position steady in Q2 2026 at 550 shares worth $75.3K. The position accounts for 0.01% of the portfolio, ranked #250.

Steigerwald Gordon & Koch first reported a position in BR in Q3 2025 and has held it in 4 quarters since. The position peaked at $157K in Q3 2025. 1,013 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Steigerwald Gordon & Koch held 550 shares of Broadridge worth $75.3K as of Q2 2026.
  • Steigerwald Gordon & Koch left its Broadridge share count unchanged in Q2 2026.
  • Broadridge made up 0.01% of Steigerwald Gordon & Koch's portfolio in Q2 2026, its #250 holding.
  • Steigerwald Gordon & Koch first reported a position in Broadridge in Q3 2025 and has held it in 4 quarters since.
  • Steigerwald Gordon & Koch's Broadridge position peaked at $157K in Q3 2025.
  • 1,013 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Steigerwald Gordon & Koch's 13F filing for Q2 2026, filed 23 Jul 2026.