WealthTrust Axiom’s Broadridge BR Stock Holding History

WealthTrust Axiom’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	$367K	Hold	2,681	–	–	0.08%	198
2026 Q1	$436K	Hold	2,681	–	–	0.11%	159
2025 Q4	$598K	Hold	2,681	–	–	0.15%	131
2025 Q3	$639K	Hold	2,681	–	–	0.17%	126
2025 Q2	$652K	Hold	2,681	–	–	0.19%	108
2025 Q1	$650K	Hold	2,681	–	–	0.2%	102
2024 Q4	$606K	Hold	2,681	–	–	0.18%	114
2024 Q3	$576K	Hold	2,681	–	–	0.17%	122
2024 Q2	$528K	Hold	2,681	–	–	0.18%	126
2024 Q1	$549K	Hold	2,681	–	–	0.18%	126
2023 Q4	$552K	Hold	2,681	–	–	0.18%	115
2023 Q3	$480K	Hold	2,681	–	–	0.17%	124
2023 Q2	$444K	Hold	2,681	–	–	0.15%	144
2023 Q1	$393K	Hold	2,681	–	–	0.13%	154
2022 Q4	$360K	Hold	2,681	–	–	0.13%	154
2022 Q3	$386K	Hold	2,681	–	–	0.15%	133
2022 Q2	$382K	Hold	2,681	–	–	0.14%	146
2022 Q1	$417K	Hold	2,681	–	–	0.13%	152
2021 Q4	$490K	Hold	2,681	–	–	0.16%	128
2021 Q3	$446K	Hold	2,681	–	–	0.15%	130
2021 Q2	$433K	Hold	2,681	–	–	0.14%	134
2021 Q1	$410K	Hold	2,681	–	–	0.14%	133
2020 Q4	$410K	Hold	2,681	–	–	0.15%	127
2020 Q3	$353K	Buy	+2,681	New	+$358K	0.15%	122

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 $3.37T AUM 44.26% 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

WealthTrust Axiom's BR Position: Q2 2026 in Review

WealthTrust Axiom held its Broadridge (BR) position steady in Q2 2026 at 2,681 shares worth $367K. The position accounts for 0.08% of the portfolio, ranked #198.

WealthTrust Axiom first reported a position in BR in Q3 2020 and has held it in 24 quarters since. The position peaked at $652K in Q2 2025. 1,013 funds tracked by Wall St. Rank hold BR as of Q2 2026.

WealthTrust Axiom held 2,681 shares of Broadridge worth $367K as of Q2 2026.
WealthTrust Axiom left its Broadridge share count unchanged in Q2 2026.
Broadridge made up 0.08% of WealthTrust Axiom's portfolio in Q2 2026, its #198 holding.
WealthTrust Axiom first reported a position in Broadridge in Q3 2020 and has held it in 24 quarters since.
WealthTrust Axiom's Broadridge position peaked at $652K in Q2 2025.
1,013 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on WealthTrust Axiom's 13F filing for Q2 2026, filed 11 Aug 2026.