Strategic Investment Solutions’s Broadridge BR Stock Holding History

Strategic Investment Solutions’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	$4.11K	Hold	30	–	–	﹤0.01%	525
2026 Q1	$4.88K	Hold	30	–	–	﹤0.01%	488
2025 Q4	$6.7K	Hold	30	–	–	﹤0.01%	440
2025 Q3	$7.15K	Hold	30	–	–	﹤0.01%	408
2025 Q2	$7.29K	Hold	30	–	–	﹤0.01%	395
2025 Q1	$7.28K	Hold	30	–	–	﹤0.01%	407
2024 Q4	$6.78K	Hold	30	–	–	﹤0.01%	429
2024 Q3	$6.45K	Hold	30	–	–	﹤0.01%	408
2024 Q2	$4.59K	Buy	+30	New	+$5.95K	﹤0.01%	428
2023 Q4	$6.17K	Sell	30 -1,860	-98%	-$343K	﹤0.01%	828
2023 Q3	$335K	Buy	1,890 +1,860	+6,200%	+$329K	﹤0.01%	446
2023 Q2	$4.47K	Hold	30	–	–	﹤0.01%	669
2023 Q1	$4.4K	Buy	+30	New	+$4.29K	﹤0.01%	769

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

Strategic Investment Solutions's BR Position: Q2 2026 in Review

Strategic Investment Solutions held its Broadridge (BR) position steady in Q2 2026 at 30 shares worth $4.11K. The position accounts for ﹤0.01% of the portfolio, ranked #525.

Strategic Investment Solutions first reported a position in BR in Q1 2023 and has held it in 13 quarters since. The position peaked at $335K in Q3 2023. 1,011 funds tracked by Wall St. Rank hold BR as of Q2 2026.

Strategic Investment Solutions held 30 shares of Broadridge worth $4.11K as of Q2 2026.
Strategic Investment Solutions left its Broadridge share count unchanged in Q2 2026.
Broadridge made up ﹤0.01% of Strategic Investment Solutions's portfolio in Q2 2026, its #525 holding.
Strategic Investment Solutions first reported a position in Broadridge in Q1 2023 and has held it in 13 quarters since.
Strategic Investment Solutions's Broadridge position peaked at $335K in Q3 2023.
1,011 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Strategic Investment Solutions's 13F filing for Q2 2026, filed 8 Jul 2026.