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UMB Bank’s Broadridge BR Stock Holding History

UMB Bank’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 		$186K Buy
1,357
+49
+4% +$7.4K ﹤0.01% 758
2026
Q1 		$213K Buy
1,308
+110
+9% +$20.9K ﹤0.01% 675
2025
Q4 		$267K Buy
1,198
+213
+22% +$48.6K ﹤0.01% 605
2025
Q3 		$235K Buy
985
+82
+9% +$20.4K ﹤0.01% 578
2025
Q2 		$219K Sell
903
-23
-2% -$5.47K ﹤0.01% 576
2025
Q1 		$225K Sell
926
-171
-16% -$40.2K ﹤0.01% 552
2024
Q4 		$248K Buy
1,097
+57
+5% +$12.8K ﹤0.01% 527
2024
Q3 		$224K Buy
1,040
+86
+9% +$18K ﹤0.01% 553
2024
Q2 		$188K Buy
954
+124
+15% +$24.6K ﹤0.01% 577
2024
Q1 		$170K Sell
830
-77
-8% -$15.5K ﹤0.01% 606
2023
Q4 		$187K Sell
907
-268
-23% -$49.4K ﹤0.01% 593
2023
Q3 		$210K Sell
1,175
-3,600
-75% -$638K ﹤0.01% 559
2023
Q2 		$791K Sell
4,775
-45
-0.9% -$6.81K 0.01% 364
2023
Q1 		$706K Sell
4,820
-17
-0.4% -$2.43K 0.01% 373
2022
Q4 		$649K Sell
4,837
-11
-0.2% -$1.56K 0.01% 388
2022
Q3 		$699K Buy
4,848
+1
+0% +$162 0.01% 391
2022
Q2 		$691K Hold
4,847
– – 0.01% 417
2022
Q1 		$755K Sell
4,847
-4
-0.1% -$614 0.01% 427
2021
Q4 		$886K Buy
+4,851
New +$853K 0.01% 403

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

UMB Bank's BR Position: Q2 2026 in Review

UMB Bank increased its Broadridge (BR) stake by 3.7% in Q2 2026, buying an estimated $7.4K and bringing the position to 1,357 shares worth $186K. The position accounts for ﹤0.01% of the portfolio, ranked #758.

UMB Bank first reported a position in BR in Q4 2021 and has held it in 19 quarters since. The position peaked at $886K in Q4 2021. 1,017 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • UMB Bank held 1,357 shares of Broadridge worth $186K as of Q2 2026.
  • UMB Bank bought 49 Broadridge shares in Q2 2026, an estimated $7.4K.
  • Broadridge made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #758 holding.
  • UMB Bank first reported a position in Broadridge in Q4 2021 and has held it in 19 quarters since.
  • UMB Bank's Broadridge position peaked at $886K in Q4 2021.
  • 1,017 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.