Vident Advisory’s Broadridge BR Stock Holding History

Vident Advisory’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	$719K	Sell	5,250 -341	-6%	-$51.5K	0.01%	1169
2026 Q1	$908K	Buy	5,591 +859	+18%	+$163K	0.01%	922
2025 Q4	$1.06M	Sell	4,732 -727	-13%	-$166K	0.01%	781
2025 Q3	$1.3M	Buy	5,459 +279	+5%	+$69.5K	0.01%	721
2025 Q2	$1.26M	Buy	5,180 +146	+3%	+$34.7K	0.01%	653
2025 Q1	$1.22M	Buy	5,034 +1,835	+57%	+$432K	0.02%	651
2024 Q4	$723K	Buy	3,199 +287	+10%	+$64.3K	0.01%	789
2024 Q3	$626K	Buy	2,912 +576	+25%	+$120K	0.02%	822
2024 Q2	$460K	Buy	2,336 +502	+27%	+$99.6K	0.01%	932
2024 Q1	$376K	Buy	1,834 +290	+19%	+$58.5K	0.01%	934
2023 Q4	$318K	Buy	1,544 +154	+11%	+$28.4K	0.01%	972
2023 Q3	$249K	Buy	+1,390	New	+$246K	0.01%	1013

Other funds holding BR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Vident Advisory's BR Position: Q2 2026 in Review

Vident Advisory reduced its Broadridge (BR) stake by 6.1% in Q2 2026, selling an estimated $51.5K and leaving 5,250 shares worth $719K. The position accounts for 0.01% of the portfolio, ranked #1169.

Vident Advisory first reported a position in BR in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.3M in Q3 2025. 1,021 funds tracked by Wall St. Rank hold BR as of Q2 2026.

Vident Advisory held 5,250 shares of Broadridge worth $719K as of Q2 2026.
Vident Advisory sold 341 Broadridge shares in Q2 2026, an estimated $51.5K.
Broadridge made up 0.01% of Vident Advisory's portfolio in Q2 2026, its #1169 holding.
Vident Advisory first reported a position in Broadridge in Q3 2023 and has held it in 12 quarters since.
Vident Advisory's Broadridge position peaked at $1.3M in Q3 2025.
1,021 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Vident Advisory's 13F filing for Q2 2026, filed 12 Aug 2026.