TCW Group’s Broadridge BR Stock Holding History

TCW 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	$266K	Buy	1,939 +1	+0.1%	+$151	﹤0.01%	617
2026 Q1	$315K	Buy	1,938 +95	+5%	+$18K	﹤0.01%	557
2025 Q4	$411K	Buy	+1,843	New	+$420K	﹤0.01%	508

Other funds holding BR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Jupiter Topco New York $245B AUM

TCW Group's BR Position: Q2 2026 in Review

TCW Group increased its Broadridge (BR) stake by 0.05% in Q2 2026, buying an estimated $151 and bringing the position to 1,939 shares worth $266K. The position accounts for ﹤0.01% of the portfolio, ranked #617.

TCW Group first reported a position in BR in Q4 2025 and has held it in 3 quarters since. The position peaked at $411K in Q4 2025. 1,017 funds tracked by Wall St. Rank hold BR as of Q2 2026.

TCW Group held 1,939 shares of Broadridge worth $266K as of Q2 2026.
TCW Group bought 1 Broadridge share in Q2 2026, an estimated $151.
Broadridge made up ﹤0.01% of TCW Group's portfolio in Q2 2026, its #617 holding.
TCW Group first reported a position in Broadridge in Q4 2025 and has held it in 3 quarters since.
TCW Group's Broadridge position peaked at $411K in Q4 2025.
1,017 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

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