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Tower Trust & Investment Company’s Broadridge BR Stock Holding History

Tower Trust & Investment Company’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 		$10.7K Hold
78
– – 0.01% 178
2026
Q1 		$12.7K Hold
78
– – 0.01% 165
2025
Q4 		$17.4K Hold
78
– – 0.01% 156
2025
Q3 		$18.6K Hold
78
– – 0.01% 144
2025
Q2 		$19K Hold
78
– – 0.01% 148
2025
Q1 		$18.9K Buy
+78
New +$18.4K 0.02% 142

Other funds holding BR

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 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
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
TIA
Tandem Investment Advisors Charleston, South Carolina $1.49B AUM 12.33% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Tower Trust & Investment Company's BR Position: Q2 2026 in Review

Tower Trust & Investment Company held its Broadridge (BR) position steady in Q2 2026 at 78 shares worth $10.7K. The position accounts for 0.01% of the portfolio, ranked #178.

Tower Trust & Investment Company first reported a position in BR in Q1 2025 and has held it in 6 quarters since. The position peaked at $19K in Q2 2025. 375 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Tower Trust & Investment Company held 78 shares of Broadridge worth $10.7K as of Q2 2026.
  • Tower Trust & Investment Company left its Broadridge share count unchanged in Q2 2026.
  • Broadridge made up 0.01% of Tower Trust & Investment Company's portfolio in Q2 2026, its #178 holding.
  • Tower Trust & Investment Company first reported a position in Broadridge in Q1 2025 and has held it in 6 quarters since.
  • Tower Trust & Investment Company's Broadridge position peaked at $19K in Q2 2025.
  • 375 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Tower Trust & Investment Company's 13F filing for Q2 2026, filed 9 Jul 2026.