Triangle Securities Wealth Management’s Broadridge BR Stock Holding History

Triangle Securities Wealth 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	$283K	Sell	2,064 -1,206	-37%	-$182K	0.06%	194
2026 Q1	$531K	Sell	3,270 -486	-13%	-$92.3K	0.12%	155
2025 Q4	$838K	Buy	3,756 +260	+7%	+$59.3K	0.18%	118
2025 Q3	$833K	Buy	3,496 +270	+8%	+$67.2K	0.19%	119
2025 Q2	$784K	Buy	+3,226	New	+$767K	0.19%	117
2021 Q2	–	Sell	-6,937	Closed	-$1.06M	–	176
2021 Q1	$1.06M	Hold	6,937	–	–	0.38%	81
2020 Q4	$1.06M	Buy	6,937 +60	+0.9%	+$8.7K	0.42%	78
2020 Q3	$908K	Sell	6,877 -125	-2%	-$16.7K	0.41%	77
2020 Q2	$884K	Buy	7,002 +701	+11%	+$81.2K	0.42%	72
2020 Q1	$598K	Buy	+6,301	New	+$719K	0.34%	88

Other funds holding BR

CIM

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

FAM

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

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

BST

Bath Savings Trust Bath, Maine $965M AUM 10.64% 1-Year Est. Return

MCM

McRae Capital Management Morristown, New Jersey $508M AUM 14.21% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Triangle Securities Wealth Management's BR Position: Q2 2026 in Review

Triangle Securities Wealth Management reduced its Broadridge (BR) stake by 37% in Q2 2026, selling an estimated $182K and leaving 2,064 shares worth $283K. The position accounts for 0.06% of the portfolio, ranked #194.

Triangle Securities Wealth Management first reported a position in BR in Q1 2020 and has held it in 10 quarters since. The position peaked at $1.06M in Q4 2020. 152 funds tracked by Wall St. Rank hold BR as of Q2 2026.

Triangle Securities Wealth Management held 2,064 shares of Broadridge worth $283K as of Q2 2026.
Triangle Securities Wealth Management sold 1,206 Broadridge shares in Q2 2026, an estimated $182K.
Broadridge made up 0.06% of Triangle Securities Wealth Management's portfolio in Q2 2026, its #194 holding.
Triangle Securities Wealth Management first reported a position in Broadridge in Q1 2020 and has held it in 10 quarters since.
Triangle Securities Wealth Management's Broadridge position peaked at $1.06M in Q4 2020.
152 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Triangle Securities Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.