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Summit Financial’s Broadridge BR Stock Holding History

Summit Financial’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 		$957K Buy
5,852
+84
+1% +$16K 0.01% 789
2025
Q4 		$1.29M Sell
5,768
-36
-0.6% -$8.21K 0.02% 589
2025
Q3 		$1.38M Buy
5,804
+13
+0.2% +$3.24K 0.02% 564
2025
Q2 		$1.41M Buy
5,791
+42
+0.7% +$9.98K 0.03% 350
2025
Q1 		$1.39M Buy
5,749
+477
+9% +$112K 0.04% 314
2024
Q4 		$1.2M Buy
5,272
+761
+17% +$170K 0.04% 284
2024
Q3 		$974K Sell
4,511
-113
-2% -$23.6K 0.04% 267
2024
Q2 		$915K Buy
4,624
+834
+22% +$165K 0.04% 244
2024
Q1 		$779K Sell
3,790
-157
-4% -$31.7K 0.05% 216
2023
Q4 		$815K Sell
3,947
-169
-4% -$31.2K 0.05% 195
2023
Q3 		$740K Sell
4,116
-77
-2% -$13.6K 0.05% 191
2023
Q2 		$697K Buy
+4,193
New +$635K 0.05% 188

Other funds holding BR

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Summit Financial's BR Position: Q1 2026 in Review

Summit Financial increased its Broadridge (BR) stake by 1.5% in Q1 2026, buying an estimated $16K and bringing the position to 5,852 shares worth $957K. The position accounts for 0.01% of the portfolio, ranked #789.

Summit Financial first reported a position in BR in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.41M in Q2 2025. 1,054 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • Summit Financial held 5,852 shares of Broadridge worth $957K as of Q1 2026.
  • Summit Financial bought 84 Broadridge shares in Q1 2026, an estimated $16K.
  • Broadridge made up 0.01% of Summit Financial's portfolio in Q1 2026, its #789 holding.
  • Summit Financial first reported a position in Broadridge in Q2 2023 and has held it in 12 quarters since.
  • Summit Financial's Broadridge position peaked at $1.41M in Q2 2025.
  • 1,054 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.