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TD Private Client Wealth’s Broadridge BR Stock Holding History

TD Private Client Wealth’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 		$276K Sell
2,014
-149
-7% -$22.5K 0.01% 610
2026
Q1 		$352K Buy
2,163
+79
+4% +$15K 0.01% 545
2025
Q4 		$465K Sell
2,084
-283
-12% -$64.5K 0.01% 493
2025
Q3 		$564K Sell
2,367
-242
-9% -$60.3K 0.01% 457
2025
Q2 		$634K Sell
2,609
-305
-10% -$72.5K 0.02% 436
2025
Q1 		$707K Buy
2,914
+134
+5% +$31.5K 0.02% 389
2024
Q4 		$629K Hold
2,780
– – 0.02% 424
2024
Q3 		$598K Sell
2,780
-44
-2% -$9.2K 0.02% 434
2024
Q2 		$556K Buy
2,824
+94
+3% +$18.6K 0.02% 420
2024
Q1 		$559K Sell
2,730
-615
-18% -$124K 0.02% 438
2023
Q4 		$688K Sell
3,345
-305
-8% -$56.3K 0.02% 388
2023
Q3 		$654K Buy
3,650
+111
+3% +$19.7K 0.03% 377
2023
Q2 		$586K Sell
3,539
-85
-2% -$12.9K 0.03% 417
2023
Q1 		$531K Buy
3,624
+613
+20% +$87.7K 0.02% 421
2022
Q4 		$404K Sell
3,011
-108
-3% -$15.3K 0.02% 452
2022
Q3 		$450K Sell
3,119
-38
-1% -$6.17K 0.02% 417
2022
Q2 		$450K Sell
3,157
-240
-7% -$34.8K 0.02% 421
2022
Q1 		$529K Buy
3,397
+182
+6% +$27.9K 0.02% 414
2021
Q4 		$588K Sell
3,215
-308
-9% -$54.1K 0.02% 399
2021
Q3 		$587K Sell
3,523
-155
-4% -$26.4K 0.03% 386
2021
Q2 		$594K Sell
3,678
-19
-0.5% -$3.04K 0.03% 389
2021
Q1 		$566K Buy
3,697
+37
+1% +$5.46K 0.03% 370
2020
Q4 		$561K Sell
3,660
-1,029
-22% -$149K 0.03% 366
2020
Q3 		$619K Buy
4,689
+9
+0.2% +$1.2K 0.03% 336
2020
Q2 		$591K Sell
4,680
-1,116
-19% -$129K 0.03% 339
2020
Q1 		$550K Buy
5,796
+316
+6% +$36.1K 0.04% 313
2019
Q4 		$677K Buy
+5,480
New +$670K 0.04% 315

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

TD Private Client Wealth's BR Position: Q2 2026 in Review

TD Private Client Wealth reduced its Broadridge (BR) stake by 6.9% in Q2 2026, selling an estimated $22.5K and leaving 2,014 shares worth $276K. The position accounts for 0.01% of the portfolio, ranked #610.

TD Private Client Wealth first reported a position in BR in Q4 2019 and has held it in 27 quarters since. The position peaked at $707K in Q1 2025. 1,017 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • TD Private Client Wealth held 2,014 shares of Broadridge worth $276K as of Q2 2026.
  • TD Private Client Wealth sold 149 Broadridge shares in Q2 2026, an estimated $22.5K.
  • Broadridge made up 0.01% of TD Private Client Wealth's portfolio in Q2 2026, its #610 holding.
  • TD Private Client Wealth first reported a position in Broadridge in Q4 2019 and has held it in 27 quarters since.
  • TD Private Client Wealth's Broadridge position peaked at $707K in Q1 2025.
  • 1,017 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.