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Vise Technologies’s Broadridge BR Stock Holding History

Vise Technologies’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 		$954K Buy
6,963
+3,100
+80% +$468K 0.01% 818
2026
Q1 		$862K Hold
3,863
– – 0.02% 636
2025
Q4 		$862K Buy
3,863
+628
+19% +$143K 0.02% 641
2025
Q3 		$770K Sell
3,235
-41
-1% -$10.2K 0.03% 501
2025
Q2 		$796K Buy
+3,276
New +$779K 0.03% 495
2024
Q4 		$463K Buy
+2,050
New +$459K 0.04% 461
2022
Q3 		– Sell
-1,504
Closed -$214K – 304
2022
Q2 		$214K Sell
1,504
-4,979
-77% -$723K 0.08% 266
2022
Q1 		$1.01M Sell
6,483
-6,068
-48% -$931K 0.38% 71
2021
Q4 		$2.29M Buy
+12,551
New +$2.21M 0.62% 40

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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM

Vise Technologies's BR Position: Q2 2026 in Review

Vise Technologies increased its Broadridge (BR) stake by 80% in Q2 2026, buying an estimated $468K and bringing the position to 6,963 shares worth $954K. The position accounts for 0.01% of the portfolio, ranked #818.

Vise Technologies first reported a position in BR in Q4 2021 and has held it in 9 quarters since. The position peaked at $2.29M in Q4 2021. 1,021 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Vise Technologies held 6,963 shares of Broadridge worth $954K as of Q2 2026.
  • Vise Technologies bought 3,100 Broadridge shares in Q2 2026, an estimated $468K.
  • Broadridge made up 0.01% of Vise Technologies's portfolio in Q2 2026, its #818 holding.
  • Vise Technologies first reported a position in Broadridge in Q4 2021 and has held it in 9 quarters since.
  • Vise Technologies's Broadridge position peaked at $2.29M in Q4 2021.
  • 1,021 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.