TIAA Trust, National Association
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TIAA Trust, National Association’s Broadridge BR Stock Holding History

TIAA Trust, National Association’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
Q1 		– Sell
-4,207
Closed -$939K – 418
2025
Q4 		$939K Sell
4,207
-159
-4% -$36.3K ﹤0.01% 392
2025
Q3 		$1.04M Sell
4,366
-179
-4% -$44.6K ﹤0.01% 377
2025
Q2 		$1.1M Buy
4,545
+34
+0.8% +$8.08K ﹤0.01% 366
2025
Q1 		$1.09M Sell
4,511
-355
-7% -$83.5K ﹤0.01% 354
2024
Q4 		$1.1M Sell
4,866
-63
-1% -$14.1K ﹤0.01% 352
2024
Q3 		$1.06M Sell
4,929
-424
-8% -$88.7K ﹤0.01% 359
2024
Q2 		$1.05M Sell
5,353
-116
-2% -$23K ﹤0.01% 342
2024
Q1 		$1.12M Buy
5,469
+52
+1% +$10.5K ﹤0.01% 336
2023
Q4 		$1.11M Sell
5,417
-341
-6% -$62.9K ﹤0.01% 318
2023
Q3 		$1.03M Buy
+5,758
New +$1.02M ﹤0.01% 319

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TIAA Trust, National Association's BR Position: Q1 2026 in Review

TIAA Trust, National Association sold out of Broadridge (BR) in Q1 2026, closing a stake of 4,207 shares — an estimated $939K sold.

TIAA Trust, National Association first reported a position in BR in Q3 2023 and held it in 10 quarters. The position peaked at $1.12M in Q1 2024. 1,061 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • TIAA Trust, National Association reported no remaining Broadridge position as of Q1 2026 after selling out during the quarter.
  • TIAA Trust, National Association sold 4,207 Broadridge shares in Q1 2026, an estimated $939K.
  • TIAA Trust, National Association first reported a position in Broadridge in Q3 2023 and held it in 10 quarters.
  • TIAA Trust, National Association's Broadridge position peaked at $1.12M in Q1 2024.
  • 1,061 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on TIAA Trust, National Association's 13F filing for Q1 2026, filed 12 May 2026.