Universal-Beteiligungs- und Servicegesellschaft
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Universal-Beteiligungs- und Servicegesellschaft’s Broadridge BR Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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 		$12.6M Sell
91,706
-24,698
-21% -$3.73M 0.02% 567
2026
Q1 		$18.9M Buy
116,404
+12,138
+12% +$2.31M 0.03% 403
2025
Q4 		$23.3M Buy
104,266
+2,020
+2% +$461K 0.04% 358
2025
Q3 		$24.4M Sell
102,246
-3,449
-3% -$859K 0.04% 347
2025
Q2 		$25.7M Sell
105,695
-7,331
-6% -$1.74M 0.05% 329
2025
Q1 		$27.4M Buy
113,026
+1,419
+1% +$334K 0.05% 308
2024
Q4 		$25.2M Buy
+111,607
New +$25M 0.05% 319

Other funds holding BR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $8.09B AUM 19.03% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft's BR Position: Q2 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft reduced its Broadridge (BR) stake by 21% in Q2 2026, selling an estimated $3.73M and leaving 91,706 shares worth $12.6M. The position accounts for 0.02% of the portfolio, ranked #567.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in BR in Q4 2024 and has held it in 7 quarters since. The position peaked at $27.4M in Q1 2025. 708 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Universal-Beteiligungs- und Servicegesellschaft held 91,706 shares of Broadridge worth $12.6M as of Q2 2026.
  • Universal-Beteiligungs- und Servicegesellschaft sold 24,698 Broadridge shares in Q2 2026, an estimated $3.73M.
  • Broadridge made up 0.02% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q2 2026, its #567 holding.
  • Universal-Beteiligungs- und Servicegesellschaft first reported a position in Broadridge in Q4 2024 and has held it in 7 quarters since.
  • Universal-Beteiligungs- und Servicegesellschaft's Broadridge position peaked at $27.4M in Q1 2025.
  • 708 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q2 2026, filed 6 Aug 2026.