Vontobel Holding
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Vontobel Holding’s Broadridge BR Stock Holding History

Vontobel Holding’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
Q1 		$455K Sell
2,801
-95
-3% -$18K ﹤0.01% 884
2025
Q4 		$646K Sell
2,896
-3,704
-56% -$845K ﹤0.01% 906
2025
Q3 		$1.57M Sell
6,600
-898
-12% -$224K ﹤0.01% 611
2025
Q2 		$1.82M Sell
7,498
-73
-1% -$17.3K 0.01% 542
2025
Q1 		$1.84M Buy
7,571
+450
+6% +$106K 0.01% 462
2024
Q4 		$1.61M Sell
7,121
-299
-4% -$67K 0.01% 478
2024
Q3 		$1.6M Hold
7,420
– – 0.01% 497
2024
Q2 		$1.46M Buy
7,420
+773
+12% +$153K ﹤0.01% 492
2024
Q1 		$1.36M Sell
6,647
-579
-8% -$117K 0.01% 507
2023
Q4 		$1.49M Buy
7,226
+5,395
+295% +$995K 0.01% 497
2023
Q3 		$328K Hold
1,831
– – ﹤0.01% 876
2023
Q2 		$303K Hold
1,831
– – ﹤0.01% 918
2023
Q1 		$268K Sell
1,831
-2,375
-56% -$340K ﹤0.01% 911
2022
Q4 		$561K Buy
4,206
+2,621
+165% +$372K 0.01% 726
2022
Q3 		$233K Hold
1,585
– – ﹤0.01% 910
2022
Q2 		$228K Hold
1,585
– – ﹤0.01% 909
2022
Q1 		$247K Sell
1,585
-85
-5% -$13K ﹤0.01% 953
2021
Q4 		$305K Hold
1,670
– – ﹤0.01% 923
2021
Q3 		$278K Hold
1,670
– – ﹤0.01% 958
2021
Q2 		$270K Sell
1,670
-610
-27% -$97.5K ﹤0.01% 950
2021
Q1 		$349K Sell
2,280
-318
-12% -$47K ﹤0.01% 751
2020
Q4 		$372K Buy
+2,598
New +$377K ﹤0.01% 743

Other funds holding BR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vontobel Holding's BR Position: Q1 2026 in Review

Vontobel Holding reduced its Broadridge (BR) stake by 3.3% in Q1 2026, selling an estimated $18K and leaving 2,801 shares worth $455K. The position accounts for ﹤0.01% of the portfolio, ranked #884.

Vontobel Holding first reported a position in BR in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.84M in Q1 2025. 1,054 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • Vontobel Holding held 2,801 shares of Broadridge worth $455K as of Q1 2026.
  • Vontobel Holding sold 95 Broadridge shares in Q1 2026, an estimated $18K.
  • Broadridge made up ﹤0.01% of Vontobel Holding's portfolio in Q1 2026, its #884 holding.
  • Vontobel Holding first reported a position in Broadridge in Q4 2020 and has held it in 22 quarters since.
  • Vontobel Holding's Broadridge position peaked at $1.84M in Q1 2025.
  • 1,054 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Vontobel Holding's 13F filing for Q1 2026, filed 8 May 2026.