Washington Trust Advisors’s Broadridge BR Stock Holding History

Washington Trust Advisors’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	$109K	Sell	797 -489	-38%	-$73.8K	0.01%	281
2026 Q1	$209K	Hold	1,286	–	–	0.02%	217
2025 Q4	$287K	Hold	1,286	–	–	0.02%	192
2025 Q3	$306K	Hold	1,286	–	–	0.02%	183
2025 Q2	$313K	Hold	1,286	–	–	0.03%	165
2025 Q1	$312K	Sell	1,286 -200	-13%	-$47.1K	0.03%	160
2024 Q4	$336K	Hold	1,486	–	–	0.03%	154
2024 Q3	$320K	Hold	1,486	–	–	0.03%	160
2024 Q2	$293K	Hold	1,486	–	–	0.03%	162
2024 Q1	$304K	Hold	1,486	–	–	0.03%	153
2023 Q4	$306K	Hold	1,486	–	–	0.03%	152
2023 Q3	$266K	Hold	1,486	–	–	0.03%	156
2023 Q2	$246K	Hold	1,486	–	–	0.02%	161
2023 Q1	$218K	Hold	1,486	–	–	0.02%	174
2022 Q4	$199K	Hold	1,486	–	–	0.02%	185
2022 Q3	$214K	Hold	1,486	–	–	0.02%	196
2022 Q2	$212K	Hold	1,486	–	–	0.02%	201
2022 Q1	$231K	Hold	1,486	–	–	0.02%	219
2021 Q4	$272K	Buy	+1,486	New	+$261K	0.02%	217

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

Washington Trust Advisors's BR Position: Q2 2026 in Review

Washington Trust Advisors reduced its Broadridge (BR) stake by 38% in Q2 2026, selling an estimated $73.8K and leaving 797 shares worth $109K. The position accounts for 0.01% of the portfolio, ranked #281.

Washington Trust Advisors first reported a position in BR in Q4 2021 and has held it in 19 quarters since. The position peaked at $336K in Q4 2024. 1,021 funds tracked by Wall St. Rank hold BR as of Q2 2026.

Washington Trust Advisors held 797 shares of Broadridge worth $109K as of Q2 2026.
Washington Trust Advisors sold 489 Broadridge shares in Q2 2026, an estimated $73.8K.
Broadridge made up 0.01% of Washington Trust Advisors's portfolio in Q2 2026, its #281 holding.
Washington Trust Advisors first reported a position in Broadridge in Q4 2021 and has held it in 19 quarters since.
Washington Trust Advisors's Broadridge position peaked at $336K in Q4 2024.
1,021 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Washington Trust Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.