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Trust Point Inc’s Broadridge BR Stock Holding History

Trust Point Inc’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 		– Sell
-1,315
Closed -$214K – 505
2026
Q1 		$214K Sell
1,315
-275
-17% -$52.2K 0.02% 490
2025
Q4 		$355K Sell
1,590
-92
-5% -$21K 0.03% 324
2025
Q3 		$401K Buy
1,682
+260
+18% +$64.8K 0.03% 288
2025
Q2 		$346K Sell
1,422
-518
-27% -$123K 0.03% 268
2025
Q1 		$470K Buy
1,940
+81
+4% +$19.1K 0.04% 230
2024
Q4 		$420K Buy
+1,859
New +$416K 0.03% 335

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

Trust Point Inc's BR Position: Q2 2026 in Review

Trust Point Inc sold out of Broadridge (BR) in Q2 2026, closing a stake of 1,315 shares — an estimated $214K sold.

Trust Point Inc first reported a position in BR in Q4 2024 and held it in 6 quarters. The position peaked at $470K in Q1 2025. 1,011 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Trust Point Inc reported no remaining Broadridge position as of Q2 2026 after selling out during the quarter.
  • Trust Point Inc sold 1,315 Broadridge shares in Q2 2026, an estimated $214K.
  • Trust Point Inc first reported a position in Broadridge in Q4 2024 and held it in 6 quarters.
  • Trust Point Inc's Broadridge position peaked at $470K in Q1 2025.
  • 1,011 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Trust Point Inc's 13F filing for Q2 2026, filed 8 Jul 2026.