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Tilia Fiduciary Partners’s Broadridge BR Stock Holding History

Tilia Fiduciary Partners’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 		$2.15M Buy
13,232
+822
+7% +$156K 1.18% 34
2025
Q4 		$2.77M Buy
12,410
+517
+4% +$118K 1.53% 17
2025
Q3 		$2.83M Sell
11,893
-183
-2% -$45.6K 1.64% 15
2025
Q2 		$2.93M Buy
12,076
+148
+1% +$35.2K 1.79% 14
2025
Q1 		$2.89M Buy
11,928
+26
+0.2% +$6.12K 1.93% 10
2024
Q4 		$2.69M Buy
11,902
+186
+2% +$41.7K 1.84% 15
2024
Q3 		$2.52M Buy
11,716
+692
+6% +$145K 1.75% 17
2024
Q2 		$2.17M Buy
11,024
+695
+7% +$138K 1.7% 23
2024
Q1 		$2.12M Buy
10,329
+708
+7% +$143K 1.72% 25
2023
Q4 		$1.98M Buy
9,621
+672
+8% +$124K 1.84% 13
2023
Q3 		$1.6M Buy
8,949
+473
+6% +$83.8K 1.67% 17
2023
Q2 		$1.4M Buy
8,476
+769
+10% +$116K 1.25% 24
2023
Q1 		$1.13M Buy
7,707
+251
+3% +$35.9K 1.08% 31
2022
Q4 		$1M Buy
7,456
+230
+3% +$32.7K 0.96% 34
2022
Q3 		$1.03M Buy
7,226
+148
+2% +$24K 1.04% 28
2022
Q2 		$1.03M Buy
7,078
+284
+4% +$41.2K 0.99% 31
2022
Q1 		$1.06M Buy
6,794
+76
+1% +$11.7K 0.9% 40
2021
Q4 		$1.23M Buy
+6,718
New +$1.18M 0.99% 34

Other funds holding BR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Tilia Fiduciary Partners's BR Position: Q1 2026 in Review

Tilia Fiduciary Partners increased its Broadridge (BR) stake by 6.6% in Q1 2026, buying an estimated $156K and bringing the position to 13,232 shares worth $2.15M. The position accounts for 1.18% of the portfolio, ranked #34.

Tilia Fiduciary Partners first reported a position in BR in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.93M in Q2 2025. 1,057 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • Tilia Fiduciary Partners held 13,232 shares of Broadridge worth $2.15M as of Q1 2026.
  • Tilia Fiduciary Partners bought 822 Broadridge shares in Q1 2026, an estimated $156K.
  • Broadridge made up 1.18% of Tilia Fiduciary Partners's portfolio in Q1 2026, its #34 holding.
  • Tilia Fiduciary Partners first reported a position in Broadridge in Q4 2021 and has held it in 18 quarters since.
  • Tilia Fiduciary Partners's Broadridge position peaked at $2.93M in Q2 2025.
  • 1,057 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Tilia Fiduciary Partners's 13F filing for Q1 2026, filed 9 Apr 2026.