Univest Financial’s Broadridge BR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$7.67M Buy
56,031
+5,395
+11% +$815K 0.38% 53
2026
Q1
$8.23M Buy
+50,636
New +$9.62M 0.46% 48

Other funds holding BR

Univest Financial's BR Position: Q2 2026 in Review

Univest Financial increased its Broadridge (BR) stake by 11% in Q2 2026, buying an estimated $815K and bringing the position to 56,031 shares worth $7.67M. The position accounts for 0.38% of the portfolio, ranked #53.

Univest Financial first reported a position in BR in Q1 2026 and has held it in 2 quarters since. The position peaked at $8.23M in Q1 2026. 1,021 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Univest Financial held 56,031 shares of Broadridge worth $7.67M as of Q2 2026.
  • Univest Financial bought 5,395 Broadridge shares in Q2 2026, an estimated $815K.
  • Broadridge made up 0.38% of Univest Financial's portfolio in Q2 2026, its #53 holding.
  • Univest Financial first reported a position in Broadridge in Q1 2026 and has held it in 2 quarters since.
  • Univest Financial's Broadridge position peaked at $8.23M in Q1 2026.
  • 1,021 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Univest Financial's 13F filing for Q2 2026, filed 7 Aug 2026.