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Trust Company of Toledo’s Broadridge BR Stock Holding History

Trust Company of Toledo’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 		$61.6K Sell
450
-1
-0.2% -$151 0.01% 447
2026
Q1 		$73.3K Buy
451
+1
+0.2% +$190 0.01% 396
2025
Q4 		$100K Hold
450
– – 0.01% 347
2025
Q3 		$107K Hold
450
– – 0.01% 345
2025
Q2 		$109K Buy
+450
New +$107K 0.01% 325

Other funds holding BR

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
Citigroup
Citigroup New York $303B AUM 53.02% 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

Trust Company of Toledo's BR Position: Q2 2026 in Review

Trust Company of Toledo reduced its Broadridge (BR) stake by 0.22% in Q2 2026, selling an estimated $151 and leaving 450 shares worth $61.6K. The position accounts for 0.01% of the portfolio, ranked #447.

Trust Company of Toledo first reported a position in BR in Q2 2025 and has held it in 5 quarters since. The position peaked at $109K in Q2 2025. 382 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Trust Company of Toledo held 450 shares of Broadridge worth $61.6K as of Q2 2026.
  • Trust Company of Toledo sold 1 Broadridge share in Q2 2026, an estimated $151.
  • Broadridge made up 0.01% of Trust Company of Toledo's portfolio in Q2 2026, its #447 holding.
  • Trust Company of Toledo first reported a position in Broadridge in Q2 2025 and has held it in 5 quarters since.
  • Trust Company of Toledo's Broadridge position peaked at $109K in Q2 2025.
  • 382 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Trust Company of Toledo's 13F filing for Q2 2026, filed 16 Jul 2026.