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Wedmont Private Capital’s Broadridge BR Stock Holding History

Wedmont Private Capital’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 		$415K Buy
2,815
+705
+33% +$106K 0.01% 620
2026
Q1 		$340K Sell
2,110
-476
-18% -$90.4K 0.01% 625
2025
Q4 		$568K Sell
2,586
-332
-11% -$75.7K 0.02% 427
2025
Q3 		$691K Buy
2,918
+270
+10% +$67.2K 0.03% 354
2025
Q2 		$632K Buy
2,648
+39
+1% +$9.27K 0.03% 366
2025
Q1 		$604K Buy
2,609
+606
+30% +$143K 0.03% 332
2024
Q4 		$444K Buy
2,003
+339
+20% +$75.9K 0.02% 422
2024
Q3 		$358K Buy
1,664
+241
+17% +$50.4K 0.02% 466
2024
Q2 		$292K Buy
1,423
+70
+5% +$13.9K 0.02% 502
2024
Q1 		$280K Buy
1,353
+68
+5% +$13.7K 0.02% 468
2023
Q4 		$257K Sell
1,285
-46
-3% -$8.49K 0.02% 466
2023
Q3 		$242K Buy
+1,331
New +$236K 0.02% 427
2022
Q4 		– Sell
-3,202
Closed -$462K – 448
2022
Q3 		$462K Buy
3,202
+995
+45% +$161K 0.09% 173
2022
Q2 		$315K Buy
+2,207
New +$320K 0.07% 225

Other funds holding BR

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $965M AUM 10.64% 1-Year Est. Return
FAF
Fjarde Ap-fonden Stockholm, Sweden $20.9B AUM 36.93% 1-Year Est. Return

Wedmont Private Capital's BR Position: Q2 2026 in Review

Wedmont Private Capital increased its Broadridge (BR) stake by 33% in Q2 2026, buying an estimated $106K and bringing the position to 2,815 shares worth $415K. The position accounts for 0.01% of the portfolio, ranked #620.

Wedmont Private Capital first reported a position in BR in Q2 2022 and has held it in 14 quarters since. The position peaked at $691K in Q3 2025. 304 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Wedmont Private Capital held 2,815 shares of Broadridge worth $415K as of Q2 2026.
  • Wedmont Private Capital bought 705 Broadridge shares in Q2 2026, an estimated $106K.
  • Broadridge made up 0.01% of Wedmont Private Capital's portfolio in Q2 2026, its #620 holding.
  • Wedmont Private Capital first reported a position in Broadridge in Q2 2022 and has held it in 14 quarters since.
  • Wedmont Private Capital's Broadridge position peaked at $691K in Q3 2025.
  • 304 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.