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Summit Securities Group’s Broadridge BR Stock Holding History

Summit Securities Group’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 		$3.7K Buy
27
+8
+42% +$1.21K ﹤0.01% 1028
2026
Q1 		$3.09K Sell
19
-154
-89% -$29.3K ﹤0.01% 880
2025
Q4 		$38.6K Sell
173
-28
-14% -$6.39K 0.01% 668
2025
Q3 		$47.9K Buy
201
+122
+154% +$30.4K 0.01% 571
2025
Q2 		$19.2K Buy
+79
New +$18.8K ﹤0.01% 736
2024
Q1 		– Sell
-1
Closed – – 501
2023
Q4 		$0 Buy
+1
New +$184 ﹤0.01% 682
2023
Q3 		– Sell
-153
Closed -$25K – 600
2023
Q2 		$25K Sell
153
-77
-33% -$11.7K ﹤0.01% 569
2023
Q1 		$34K Sell
230
-2,134
-90% -$305K ﹤0.01% 509
2022
Q4 		$317K Buy
+2,364
New +$336K 0.01% 350
2022
Q3 		– Sell
-243
Closed -$35K – 942
2022
Q2 		$35K Buy
243
+195
+406% +$28.3K ﹤0.01% 640
2022
Q1 		$7K Buy
+48
New +$7.37K ﹤0.01% 897

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 Securities Group's BR Position: Q2 2026 in Review

Summit Securities Group increased its Broadridge (BR) stake by 42% in Q2 2026, buying an estimated $1.21K and bringing the position to 27 shares worth $3.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1028.

Summit Securities Group first reported a position in BR in Q1 2022 and has held it in 11 quarters since. The position peaked at $317K in Q4 2022. 1,011 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Summit Securities Group held 27 shares of Broadridge worth $3.7K as of Q2 2026.
  • Summit Securities Group bought 8 Broadridge shares in Q2 2026, an estimated $1.21K.
  • Broadridge made up ﹤0.01% of Summit Securities Group's portfolio in Q2 2026, its #1028 holding.
  • Summit Securities Group first reported a position in Broadridge in Q1 2022 and has held it in 11 quarters since.
  • Summit Securities Group's Broadridge position peaked at $317K in Q4 2022.
  • 1,011 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.