TFC Financial Management’s Broadridge BR Stock Holding History

TFC Financial Management’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	$51.5K	Buy	376 +372	+9,300%	+$56.2K	0.01%	288
2026 Q1	$650	Sell	4 -1	-20%	-$190	﹤0.01%	672
2025 Q4	$1.12K	Hold	5	–	–	﹤0.01%	596
2025 Q3	$1.19K	Hold	5	–	–	﹤0.01%	611
2025 Q2	$1.22K	Hold	5	–	–	﹤0.01%	556
2025 Q1	$1.21K	Hold	5	–	–	﹤0.01%	542
2024 Q4	$1.13K	Hold	5	–	–	﹤0.01%	565
2024 Q3	$1.08K	Hold	5	–	–	﹤0.01%	581
2024 Q2	$985	Hold	5	–	–	﹤0.01%	562
2024 Q1	$1.02K	Buy	5 +1	+25%	+$202	﹤0.01%	550
2023 Q4	$823	Hold	4	–	–	﹤0.01%	539
2023 Q3	$717	Hold	4	–	–	﹤0.01%	563
2023 Q2	$663	Hold	4	–	–	﹤0.01%	554
2023 Q1	$587	Hold	4	–	–	﹤0.01%	557
2022 Q4	$537	Hold	4	–	–	﹤0.01%	508
2022 Q3	$1K	Hold	4	–	–	﹤0.01%	446
2022 Q2	$1K	Hold	4	–	–	﹤0.01%	442
2022 Q1	$1K	Hold	4	–	–	﹤0.01%	460
2021 Q4	$1K	Hold	4	–	–	﹤0.01%	510
2021 Q3	$1K	Hold	4	–	–	﹤0.01%	497
2021 Q2	$1K	Hold	4	–	–	﹤0.01%	494
2021 Q1	$1K	Hold	4	–	–	﹤0.01%	484
2020 Q4	$1K	Hold	4	–	–	﹤0.01%	472
2020 Q3	$1K	Buy	+4	New	+$535	﹤0.01%	438

Other funds holding BR

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

SIC

Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return

LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

TFC Financial Management's BR Position: Q2 2026 in Review

TFC Financial Management increased its Broadridge (BR) stake by 9,300% in Q2 2026, buying an estimated $56.2K and bringing the position to 376 shares worth $51.5K. The position accounts for 0.01% of the portfolio, ranked #288.

TFC Financial Management first reported a position in BR in Q3 2020 and has held it in 24 quarters since. 451 funds tracked by Wall St. Rank hold BR as of Q2 2026.

TFC Financial Management held 376 shares of Broadridge worth $51.5K as of Q2 2026.
TFC Financial Management bought 372 Broadridge shares in Q2 2026, an estimated $56.2K.
Broadridge made up 0.01% of TFC Financial Management's portfolio in Q2 2026, its #288 holding.
TFC Financial Management first reported a position in Broadridge in Q3 2020 and has held it in 24 quarters since.
451 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.