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Wealth Enhancement Trust Services’s Broadridge BR Stock Holding History

Wealth Enhancement Trust Services’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 		$13.4K Buy
98
+87
+791% +$13.1K ﹤0.01% 687
2026
Q1 		$1.79K Hold
11
– – ﹤0.01% 696
2025
Q4 		$2.46K Buy
+11
New +$2.51K ﹤0.01% 642

Other funds holding BR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Wealth Enhancement Trust Services's BR Position: Q2 2026 in Review

Wealth Enhancement Trust Services increased its Broadridge (BR) stake by 791% in Q2 2026, buying an estimated $13.1K and bringing the position to 98 shares worth $13.4K. The position accounts for ﹤0.01% of the portfolio, ranked #687.

Wealth Enhancement Trust Services first reported a position in BR in Q4 2025 and has held it in 3 quarters since. 809 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Wealth Enhancement Trust Services held 98 shares of Broadridge worth $13.4K as of Q2 2026.
  • Wealth Enhancement Trust Services bought 87 Broadridge shares in Q2 2026, an estimated $13.1K.
  • Broadridge made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #687 holding.
  • Wealth Enhancement Trust Services first reported a position in Broadridge in Q4 2025 and has held it in 3 quarters since.
  • 809 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q2 2026, filed 15 Jul 2026.