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TIAA Wealth Investment Management’s Broadridge BR Stock Holding History

TIAA Wealth Investment 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 		$419K Sell
3,056
-129
-4% -$19.5K ﹤0.01% 245
2026
Q1 		$517K Buy
+3,185
New +$605K ﹤0.01% 212

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

TIAA Wealth Investment Management's BR Position: Q2 2026 in Review

TIAA Wealth Investment Management reduced its Broadridge (BR) stake by 4.1% in Q2 2026, selling an estimated $19.5K and leaving 3,056 shares worth $419K. The position accounts for ﹤0.01% of the portfolio, ranked #245.

TIAA Wealth Investment Management first reported a position in BR in Q1 2026 and has held it in 2 quarters since. The position peaked at $517K in Q1 2026. 955 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • TIAA Wealth Investment Management held 3,056 shares of Broadridge worth $419K as of Q2 2026.
  • TIAA Wealth Investment Management sold 129 Broadridge shares in Q2 2026, an estimated $19.5K.
  • Broadridge made up ﹤0.01% of TIAA Wealth Investment Management's portfolio in Q2 2026, its #245 holding.
  • TIAA Wealth Investment Management first reported a position in Broadridge in Q1 2026 and has held it in 2 quarters since.
  • TIAA Wealth Investment Management's Broadridge position peaked at $517K in Q1 2026.
  • 955 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on TIAA Wealth Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.