SRS
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Strong Retirement Solutions’s Broadridge BR Stock Holding History

Strong Retirement 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 		$968K Sell
7,071
-9,721
-58% -$1.47M 0.58% 50
2026
Q1 		$2.73M Buy
16,792
+4,910
+41% +$933K 1.91% 21
2025
Q4 		$2.65M Buy
+11,882
New +$2.71M 1.79% 18

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

Strong Retirement Solutions's BR Position: Q2 2026 in Review

Strong Retirement Solutions reduced its Broadridge (BR) stake by 58% in Q2 2026, selling an estimated $1.47M and leaving 7,071 shares worth $968K. The position accounts for 0.58% of the portfolio, ranked #50.

Strong Retirement Solutions first reported a position in BR in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.73M in Q1 2026. 1,015 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Strong Retirement Solutions held 7,071 shares of Broadridge worth $968K as of Q2 2026.
  • Strong Retirement Solutions sold 9,721 Broadridge shares in Q2 2026, an estimated $1.47M.
  • Broadridge made up 0.58% of Strong Retirement Solutions's portfolio in Q2 2026, its #50 holding.
  • Strong Retirement Solutions first reported a position in Broadridge in Q4 2025 and has held it in 3 quarters since.
  • Strong Retirement Solutions's Broadridge position peaked at $2.73M in Q1 2026.
  • 1,015 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Strong Retirement Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.