SMDAM
BR icon

Sumitomo Mitsui DS Asset Management’s Broadridge BR Stock Holding History

Sumitomo Mitsui DS Asset Management’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 		$2.06M Sell
15,062
-23
-0.2% -$3.47K 0.01% 537
2026
Q1 		$2.45M Sell
15,085
-5,054
-25% -$960K 0.02% 475
2025
Q4 		$4.49M Buy
20,139
+370
+2% +$84.4K 0.04% 341
2025
Q3 		$4.71M Buy
19,769
+5,346
+37% +$1.33M 0.04% 326
2025
Q2 		$3.51M Buy
14,423
+305
+2% +$72.5K 0.03% 377
2025
Q1 		$3.42M Buy
14,118
+324
+2% +$76.2K 0.03% 370
2024
Q4 		$3.12M Buy
13,794
+299
+2% +$67K 0.03% 387
2024
Q3 		$2.9M Buy
13,495
+1,888
+16% +$395K 0.03% 398
2024
Q2 		$2.29M Buy
11,607
+351
+3% +$69.6K 0.03% 420
2024
Q1 		$2.31M Sell
11,256
-39
-0.3% -$7.87K 0.03% 417
2023
Q4 		$2.32M Buy
11,295
+233
+2% +$43K 0.03% 415
2023
Q3 		$1.98M Buy
11,062
+106
+1% +$18.8K 0.03% 402
2023
Q2 		$1.81M Sell
10,956
-1,045
-9% -$158K 0.03% 427
2023
Q1 		$1.76M Buy
12,001
+127
+1% +$18.2K 0.03% 409
2022
Q4 		$1.59M Buy
11,874
+95
+0.8% +$13.5K 0.03% 412
2022
Q3 		$1.7M Buy
11,779
+144
+1% +$23.4K 0.04% 363
2022
Q2 		$1.66M Buy
11,635
+1,875
+19% +$272K 0.04% 362
2022
Q1 		$1.52M Buy
9,760
+26
+0.3% +$3.99K 0.03% 402
2021
Q4 		$1.78M Sell
9,734
-25
-0.3% -$4.39K 0.04% 390
2021
Q3 		$1.63M Sell
9,759
-41
-0.4% -$6.98K 0.04% 378
2021
Q2 		$1.58M Buy
9,800
+28
+0.3% +$4.47K 0.04% 391
2021
Q1 		$1.5M Buy
9,772
+467
+5% +$69K 0.04% 386
2020
Q4 		$1.43M Sell
9,305
-29
-0.3% -$4.21K 0.04% 377
2020
Q3 		$1.23M Buy
9,334
+132
+1% +$17.6K 0.04% 364
2020
Q2 		$1.16M Buy
9,202
+293
+3% +$33.9K 0.04% 364
2020
Q1 		$844K Sell
8,909
-178
-2% -$20.3K 0.03% 371
2019
Q4 		$1.12M Hold
9,087
– – 0.04% 392
2019
Q3 		$1.13M Buy
9,087
+989
+12% +$127K 0.04% 371
2019
Q2 		$1.03M Sell
8,098
-1,730
-18% -$208K 0.04% 373
2019
Q1 		$1.02M Buy
9,828
+27
+0.3% +$2.71K 0.02% 505
2018
Q4 		$943K Sell
9,801
-500
-5% -$54.1K 0.02% 469
2018
Q3 		$1.36M Buy
10,301
+96
+0.9% +$12.2K 0.02% 446
2018
Q2 		$1.17M Buy
10,205
+984
+11% +$111K 0.02% 475
2018
Q1 		$1.01M Buy
9,221
+1,558
+20% +$155K 0.02% 509
2017
Q4 		$694K Sell
7,663
-190
-2% -$16.6K 0.01% 627
2017
Q3 		$634K Sell
7,853
-1,061
-12% -$81.7K 0.01% 606
2017
Q2 		$673K Sell
8,914
-52
-0.6% -$3.75K 0.01% 596
2017
Q1 		$609K Buy
8,966
+794
+10% +$53.8K 0.01% 625
2016
Q4 		$541K Buy
8,172
+17
+0.2% +$1.1K 0.01% 623
2016
Q3 		$552K Hold
8,155
– – 0.01% 597
2016
Q2 		$531K Buy
+8,155
New +$505K 0.02% 579

Other funds holding BR

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $965M AUM 10.64% 1-Year Est. Return
LA
LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return
MCM
McRae Capital Management Morristown, New Jersey $508M AUM 14.21% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management's BR Position: Q2 2026 in Review

Sumitomo Mitsui DS Asset Management reduced its Broadridge (BR) stake by 0.15% in Q2 2026, selling an estimated $3.47K and leaving 15,062 shares worth $2.06M. The position accounts for 0.01% of the portfolio, ranked #537.

Sumitomo Mitsui DS Asset Management first reported a position in BR in Q2 2016 and has held it in 41 quarters since. The position peaked at $4.71M in Q3 2025. 236 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Sumitomo Mitsui DS Asset Management held 15,062 shares of Broadridge worth $2.06M as of Q2 2026.
  • Sumitomo Mitsui DS Asset Management sold 23 Broadridge shares in Q2 2026, an estimated $3.47K.
  • Broadridge made up 0.01% of Sumitomo Mitsui DS Asset Management's portfolio in Q2 2026, its #537 holding.
  • Sumitomo Mitsui DS Asset Management first reported a position in Broadridge in Q2 2016 and has held it in 41 quarters since.
  • Sumitomo Mitsui DS Asset Management's Broadridge position peaked at $4.71M in Q3 2025.
  • 236 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Sumitomo Mitsui DS Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.