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TD Waterhouse Canada’s Broadridge BR Stock Holding History

TD Waterhouse Canada’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 		$103K Sell
728
-48
-6% -$7.25K ﹤0.01% 1239
2026
Q1 		$124K Buy
776
+263
+51% +$50K ﹤0.01% 1143
2025
Q4 		$114K Buy
513
+216
+73% +$49.3K ﹤0.01% 1008
2025
Q3 		$69.7K Sell
297
-1,160
-80% -$289K ﹤0.01% 1115
2025
Q2 		$357K Buy
1,457
+50
+4% +$11.9K ﹤0.01% 717
2025
Q1 		$344K Sell
1,407
-38
-3% -$8.94K ﹤0.01% 707
2024
Q4 		$327K Buy
1,445
+1,125
+352% +$252K ﹤0.01% 704
2024
Q3 		$68.7K Hold
320
– – ﹤0.01% 960
2024
Q2 		$62.9K Sell
320
-71
-18% -$14.1K ﹤0.01% 971
2024
Q1 		$79.2K Sell
391
-18
-4% -$3.63K ﹤0.01% 958
2023
Q4 		$80.6K Buy
409
+61
+18% +$11.3K ﹤0.01% 845
2023
Q3 		$61.6K Hold
348
– – ﹤0.01% 872
2023
Q2 		$57K Sell
348
-85
-20% -$12.9K ﹤0.01% 895
2023
Q1 		$62.9K Sell
433
-4,929
-92% -$705K ﹤0.01% 864
2022
Q4 		$740K Buy
5,362
+1,945
+57% +$276K 0.01% 460
2022
Q3 		$531K Buy
3,417
+2,772
+430% +$450K 0.01% 494
2022
Q2 		$94.4K Sell
645
-250
-28% -$36.3K ﹤0.01% 809
2022
Q1 		$140K Buy
895
+250
+39% +$38.4K ﹤0.01% 782
2021
Q4 		$116K Buy
+645
New +$113K ﹤0.01% 846

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 $3.38T AUM 44.17% 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 Waterhouse Canada's BR Position: Q2 2026 in Review

TD Waterhouse Canada reduced its Broadridge (BR) stake by 6.2% in Q2 2026, selling an estimated $7.25K and leaving 728 shares worth $103K. The position accounts for ﹤0.01% of the portfolio, ranked #1239.

TD Waterhouse Canada first reported a position in BR in Q4 2021 and has held it in 19 quarters since. The position peaked at $740K in Q4 2022. 1,021 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • TD Waterhouse Canada held 728 shares of Broadridge worth $103K as of Q2 2026.
  • TD Waterhouse Canada sold 48 Broadridge shares in Q2 2026, an estimated $7.25K.
  • Broadridge made up ﹤0.01% of TD Waterhouse Canada's portfolio in Q2 2026, its #1239 holding.
  • TD Waterhouse Canada first reported a position in Broadridge in Q4 2021 and has held it in 19 quarters since.
  • TD Waterhouse Canada's Broadridge position peaked at $740K in Q4 2022.
  • 1,021 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on TD Waterhouse Canada's 13F filing for Q2 2026, filed 27 Jul 2026.