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Strengthening Families & Communities LLC’s Broadridge BR Stock Holding History

Strengthening Families & Communities LLC’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 		$1.72M Buy
12,566
+239
+2% +$36.1K 0.38% 86
2026
Q1 		$2M Sell
12,327
-1,014
-8% -$193K 0.5% 75
2025
Q4 		$2.98M Buy
13,341
+428
+3% +$97.6K 1.06% 25
2025
Q3 		$3.06M Buy
12,913
+67
+0.5% +$16.7K 0.68% 45
2025
Q2 		$3.12M Sell
12,846
-307
-2% -$73K 1.74% 17
2025
Q1 		$3.16M Buy
13,153
+386
+3% +$90.8K 1.93% 15
2024
Q4 		$2.89M Buy
12,767
+226
+2% +$50.6K 1.64% 16
2024
Q3 		$2.7M Buy
12,541
+779
+7% +$163K 0.69% 53
2024
Q2 		$2.32M Buy
11,762
+344
+3% +$68.2K 0.66% 43
2024
Q1 		$2.34M Buy
11,418
+445
+4% +$89.7K 1.39% 20
2023
Q4 		$2.26M Buy
10,973
+630
+6% +$116K 1.57% 18
2023
Q3 		$1.85M Buy
10,343
+469
+5% +$83.1K 0.8% 41
2023
Q2 		$1.64M Buy
9,874
+1,157
+13% +$175K 0.71% 53
2023
Q1 		$41.3K Buy
8,717
+297
+4% +$42.5K 0.84% 52
2022
Q4 		$1.13M Buy
8,420
+147
+2% +$20.9K 0.68% 59
2022
Q3 		$1.19M Buy
8,273
+758
+10% +$123K 0.62% 57
2022
Q2 		$1.17M Buy
7,515
+205
+3% +$29.7K 0.71% 49
2022
Q1 		$1.14M Buy
7,310
+1,174
+19% +$180K 0.7% 49
2021
Q4 		$1.12K Buy
+6,136
New +$1.08M 0.26% 54

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

Strengthening Families & Communities LLC's BR Position: Q2 2026 in Review

Strengthening Families & Communities LLC increased its Broadridge (BR) stake by 1.9% in Q2 2026, buying an estimated $36.1K and bringing the position to 12,566 shares worth $1.72M. The position accounts for 0.38% of the portfolio, ranked #86.

Strengthening Families & Communities LLC first reported a position in BR in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.16M in Q1 2025. 1,013 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Strengthening Families & Communities LLC held 12,566 shares of Broadridge worth $1.72M as of Q2 2026.
  • Strengthening Families & Communities LLC bought 239 Broadridge shares in Q2 2026, an estimated $36.1K.
  • Broadridge made up 0.38% of Strengthening Families & Communities LLC's portfolio in Q2 2026, its #86 holding.
  • Strengthening Families & Communities LLC first reported a position in Broadridge in Q4 2021 and has held it in 19 quarters since.
  • Strengthening Families & Communities LLC's Broadridge position peaked at $3.16M in Q1 2025.
  • 1,013 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Strengthening Families & Communities LLC's 13F filing for Q2 2026, filed 11 Aug 2026.