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United Community Bank’s Broadridge BR Stock Holding History

United Community 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
Q1 		– Sell
-334
Closed -$74.5K – 570
2025
Q4 		$74.5K Sell
334
-184
-36% -$42K 0.03% 259
2025
Q3 		$123K Buy
518
+45
+10% +$11.2K 0.04% 247
2025
Q2 		$115K Buy
473
+5
+1% +$1.19K 0.04% 238
2025
Q1 		$113K Buy
468
+19
+4% +$4.47K 0.04% 236
2024
Q4 		$102K Sell
449
-5
-1% -$1.12K 0.04% 249
2024
Q3 		$97.6K Buy
454
+5
+1% +$1.05K 0.04% 249
2024
Q2 		$88.5K Sell
449
-10
-2% -$1.98K 0.04% 267
2024
Q1 		$94K Sell
459
-7
-2% -$1.41K 0.04% 248
2023
Q4 		$95.9K Hold
466
– – 0.04% 248
2023
Q3 		$83.4K Hold
466
– – 0.04% 232
2023
Q2 		$77.2K Sell
466
-5
-1% -$757 0.07% 159
2023
Q1 		$69K Hold
471
– – 0.07% 148
2022
Q4 		$63.2K Hold
471
– – 0.06% 157
2022
Q3 		$68K Hold
471
– – 0.07% 147
2022
Q2 		$67.1K Hold
471
– – 0.07% 141
2022
Q1 		$73.3K Sell
471
-45
-9% -$6.91K 0.07% 140
2021
Q4 		$94.3K Buy
+516
New +$90.7K 0.09% 120

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 $3.38T AUM 44.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

United Community Bank's BR Position: Q1 2026 in Review

United Community Bank sold out of Broadridge (BR) in Q1 2026, closing a stake of 334 shares — an estimated $74.5K sold.

United Community Bank first reported a position in BR in Q4 2021 and held it in 17 quarters. The position peaked at $123K in Q3 2025. 1,063 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • United Community Bank reported no remaining Broadridge position as of Q1 2026 after selling out during the quarter.
  • United Community Bank sold 334 Broadridge shares in Q1 2026, an estimated $74.5K.
  • United Community Bank first reported a position in Broadridge in Q4 2021 and held it in 17 quarters.
  • United Community Bank's Broadridge position peaked at $123K in Q3 2025.
  • 1,063 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on United Community Bank's 13F filing for Q1 2026, filed 24 Apr 2026.