Stephen W. Kidder’s Broadridge BR Stock Holding History

Stephen W. Kidder’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 Q1	$479K	Hold	2,950	–	–	0.14%	57
2025 Q4	$658K	Hold	2,950	–	–	0.19%	50
2025 Q3	$703K	Hold	2,950	–	–	0.2%	50
2025 Q2	$717K	Hold	2,950	–	–	0.22%	49
2025 Q1	$715K	Hold	2,950	–	–	0.22%	48
2024 Q4	$667K	Hold	2,950	–	–	0.2%	46
2024 Q3	$634K	Sell	2,950 -100	-3%	-$20.9K	0.19%	46
2024 Q2	$601K	Hold	3,050	–	–	0.19%	51
2024 Q1	$625K	Hold	3,050	–	–	0.2%	50
2023 Q4	$628K	Hold	3,050	–	–	0.2%	47
2023 Q3	$546K	Hold	3,050	–	–	0.19%	52
2023 Q2	$505K	Hold	3,050	–	–	0.17%	56
2023 Q1	$447K	Hold	3,050	–	–	0.16%	57
2022 Q4	$409K	Buy	+3,050	New	+$433K	0.15%	59

Other funds holding BR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Stephen W. Kidder's BR Position: Q1 2026 in Review

Stephen W. Kidder held its Broadridge (BR) position steady in Q1 2026 at 2,950 shares worth $479K. The position accounts for 0.14% of the portfolio, ranked #57.

Stephen W. Kidder first reported a position in BR in Q4 2022 and has held it in 14 quarters since. The position peaked at $717K in Q2 2025. 1,054 funds tracked by Wall St. Rank hold BR as of Q1 2026.

Stephen W. Kidder held 2,950 shares of Broadridge worth $479K as of Q1 2026.
Stephen W. Kidder left its Broadridge share count unchanged in Q1 2026.
Broadridge made up 0.14% of Stephen W. Kidder's portfolio in Q1 2026, its #57 holding.
Stephen W. Kidder first reported a position in Broadridge in Q4 2022 and has held it in 14 quarters since.
Stephen W. Kidder's Broadridge position peaked at $717K in Q2 2025.
1,054 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Stephen W. Kidder's 13F filing for Q1 2026, filed 11 May 2026.