TWM
BR icon

Trueblood Wealth Management’s Broadridge BR Stock Holding History

Trueblood 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 		$754K Sell
5,505
-1,054
-16% -$159K 0.26% 120
2026
Q1 		$1.07M Sell
6,559
-173
-3% -$32.9K 0.42% 79
2025
Q4 		$1.5M Sell
6,732
-201
-3% -$45.8K 0.59% 54
2025
Q3 		$1.65M Sell
6,933
-96
-1% -$23.9K 0.64% 39
2025
Q2 		$1.71M Sell
7,029
-1
-0% -$238 0.71% 33
2025
Q1 		$1.7M Buy
7,030
+186
+3% +$43.8K 0.79% 29
2024
Q4 		$1.55M Buy
6,844
+88
+1% +$19.7K 0.76% 27
2024
Q3 		$1.45M Sell
6,756
-14
-0.2% -$2.93K 0.73% 32
2024
Q2 		$1.33M Sell
6,770
-1
-0% -$198 0.75% 31
2024
Q1 		$1.39M Sell
6,771
-200
-3% -$40.3K 0.79% 29
2023
Q4 		$1.43M Buy
+6,971
New +$1.29M 0.9% 24

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

Trueblood Wealth Management's BR Position: Q2 2026 in Review

Trueblood Wealth Management reduced its Broadridge (BR) stake by 16% in Q2 2026, selling an estimated $159K and leaving 5,505 shares worth $754K. The position accounts for 0.26% of the portfolio, ranked #120.

Trueblood Wealth Management first reported a position in BR in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.71M in Q2 2025. 1,013 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Trueblood Wealth Management held 5,505 shares of Broadridge worth $754K as of Q2 2026.
  • Trueblood Wealth Management sold 1,054 Broadridge shares in Q2 2026, an estimated $159K.
  • Broadridge made up 0.26% of Trueblood Wealth Management's portfolio in Q2 2026, its #120 holding.
  • Trueblood Wealth Management first reported a position in Broadridge in Q4 2023 and has held it in 11 quarters since.
  • Trueblood Wealth Management's Broadridge position peaked at $1.71M in Q2 2025.
  • 1,013 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Trueblood Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.