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Union Bancaire Privee’s Broadridge BR Stock Holding History

Union Bancaire Privee’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 		$705K Buy
5,114
+189
+4% +$28.5K 0.01% 320
2026
Q1 		$763K Buy
4,925
+1,393
+39% +$265K 0.01% 316
2025
Q4 		$803K Buy
3,532
+1,961
+125% +$447K 0.01% 327
2025
Q3 		$371K Buy
1,571
+134
+9% +$33.4K 0.01% 343
2025
Q2 		$344K Sell
1,437
-2,432
-63% -$578K 0.01% 340
2025
Q1 		$924K Sell
3,869
-6,415
-62% -$1.51M 0.02% 248
2024
Q4 		$2.33M Buy
+10,284
New +$2.3M 0.04% 192

Other funds holding BR

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 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
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
TIA
Tandem Investment Advisors Charleston, South Carolina $1.49B AUM 12.33% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Union Bancaire Privee's BR Position: Q2 2026 in Review

Union Bancaire Privee increased its Broadridge (BR) stake by 3.8% in Q2 2026, buying an estimated $28.5K and bringing the position to 5,114 shares worth $705K. The position accounts for 0.01% of the portfolio, ranked #320.

Union Bancaire Privee first reported a position in BR in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.33M in Q4 2024. 375 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Union Bancaire Privee held 5,114 shares of Broadridge worth $705K as of Q2 2026.
  • Union Bancaire Privee bought 189 Broadridge shares in Q2 2026, an estimated $28.5K.
  • Broadridge made up 0.01% of Union Bancaire Privee's portfolio in Q2 2026, its #320 holding.
  • Union Bancaire Privee first reported a position in Broadridge in Q4 2024 and has held it in 7 quarters since.
  • Union Bancaire Privee's Broadridge position peaked at $2.33M in Q4 2024.
  • 375 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Union Bancaire Privee's 13F filing for Q2 2026, filed 16 Jul 2026.