Vestmark Advisory Solutions’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 | $291K | Sell |
2,124
-2,016
| -49% | -$304K | ﹤0.01% | 1275 |
|
|
2026
Q1 | $673K | Sell |
4,140
-1,872
| -31% | -$356K | 0.01% | 976 |
|
|
2025
Q4 | $1.34M | Buy |
6,012
+1,928
| +47% | +$440K | 0.02% | 711 |
|
|
2025
Q3 | $973K | Sell |
4,084
-5,446
| -57% | -$1.36M | 0.02% | 550 |
|
|
2025
Q2 | $2.32M | Buy |
9,530
+1,576
| +20% | +$375K | 0.03% | 354 |
|
|
2025
Q1 | $1.93M | Buy |
7,954
+4,012
| +102% | +$944K | 0.05% | 323 |
|
|
2024
Q4 | $891K | Sell |
3,942
-213
| -5% | -$47.7K | 0.03% | 343 |
|
|
2024
Q3 | $893K | Sell |
4,155
-137
| -3% | -$28.7K | 0.03% | 311 |
|
|
2024
Q2 | $846K | Sell |
4,292
-19
| -0.4% | -$3.77K | 0.04% | 329 |
|
|
2024
Q1 | $883K | Sell |
4,311
-52
| -1% | -$10.5K | 0.04% | 326 |
|
|
2023
Q4 | $898K | Sell |
4,363
-85
| -2% | -$15.7K | 0.05% | 297 |
|
|
2023
Q3 | $796K | Sell |
4,448
-3,397
| -43% | -$602K | 0.06% | 256 |
|
|
2023
Q2 | $1.3M | Buy |
7,845
+955
| +14% | +$145K | 0.05% | 387 |
|
|
2023
Q1 | $1.01M | Buy |
6,890
+1,286
| +23% | +$184K | 0.04% | 436 |
|
|
2022
Q4 | $752K | Buy |
5,604
+92
| +2% | +$13.1K | 0.04% | 488 |
|
|
2022
Q3 | $795K | Buy |
5,512
+1,344
| +32% | +$218K | 0.04% | 443 |
|
|
2022
Q2 | $594K | Buy |
4,168
+1,554
| +59% | +$226K | 0.03% | 507 |
|
|
2022
Q1 | $407K | Buy |
2,614
+46
| +2% | +$7.06K | 0.02% | 609 |
|
|
2021
Q4 | $470K | Sell |
2,568
-69
| -3% | -$12.1K | 0.03% | 560 |
|
|
2021
Q3 | $439K | Sell |
2,637
-3
| -0.1% | -$511 | 0.03% | 538 |
|
|
2021
Q2 | $426K | Buy |
2,640
+92
| +4% | +$14.7K | 0.03% | 526 |
|
|
2021
Q1 | $390K | Sell |
2,548
-705
| -22% | -$104K | 0.03% | 521 |
|
|
2020
Q4 | $498K | Sell |
3,253
-504
| -13% | -$73.1K | 0.06% | 355 |
|
|
2020
Q3 | $496K | Sell |
3,757
-1,040
| -22% | -$139K | 0.07% | 325 |
|
|
2020
Q2 | $605K | Sell |
4,797
-222
| -4% | -$25.7K | 0.09% | 266 |
|
|
2020
Q1 | $476K | Buy |
+5,019
| New | +$573K | 0.09% | 277 |
|
|
2019
Q4 | – | Sell |
-5,281
| Closed | -$657K | – | 290 |
|
|
2019
Q3 | $657K | Sell |
5,281
-249
| -5% | -$32.1K | 0.11% | 246 |
|
|
2019
Q2 | $706K | Buy |
5,530
+284
| +5% | +$34.2K | 0.12% | 225 |
|
|
2019
Q1 | $544K | Buy |
+5,246
| New | +$526K | 0.1% | 261 |
|
Other funds holding BR
JT
Vestmark Advisory Solutions's BR Position: Q2 2026 in Review
Vestmark Advisory Solutions reduced its Broadridge (BR) stake by 49% in Q2 2026, selling an estimated $304K and leaving 2,124 shares worth $291K. The position accounts for ﹤0.01% of the portfolio, ranked #1275.
Vestmark Advisory Solutions first reported a position in BR in Q1 2019 and has held it in 29 quarters since. The position peaked at $2.32M in Q2 2025. 1,013 funds tracked by Wall St. Rank hold BR as of Q2 2026.
- Vestmark Advisory Solutions held 2,124 shares of Broadridge worth $291K as of Q2 2026.
- Vestmark Advisory Solutions sold 2,016 Broadridge shares in Q2 2026, an estimated $304K.
- Broadridge made up ﹤0.01% of Vestmark Advisory Solutions's portfolio in Q2 2026, its #1275 holding.
- Vestmark Advisory Solutions first reported a position in Broadridge in Q1 2019 and has held it in 29 quarters since.
- Vestmark Advisory Solutions's Broadridge position peaked at $2.32M in Q2 2025.
- 1,013 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.
Based on Vestmark Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.