SF
BR icon

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
Q2 		$792K Sell
5,742
-110
-2% -$16.6K 0.01% 924
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 $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

Summit Financial's BR Position: Q2 2026 in Review

Summit Financial reduced its Broadridge (BR) stake by 1.9% in Q2 2026, selling an estimated $16.6K and leaving 5,742 shares worth $792K. The position accounts for 0.01% of the portfolio, ranked #924.

Summit Financial first reported a position in BR in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.41M in Q2 2025. 1,019 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Summit Financial held 5,742 shares of Broadridge worth $792K as of Q2 2026.
  • Summit Financial sold 110 Broadridge shares in Q2 2026, an estimated $16.6K.
  • Broadridge made up 0.01% of Summit Financial's portfolio in Q2 2026, its #924 holding.
  • Summit Financial first reported a position in Broadridge in Q2 2023 and has held it in 13 quarters since.
  • Summit Financial's Broadridge position peaked at $1.41M in Q2 2025.
  • 1,019 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.