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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
Q3 		$482K Buy
2,915
+100
+4% +$16.3K 0.01% 609
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 $5.97B AUM 5.11% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return
LJHT
Laurie J. Hall Trustee $314M AUM 27.43% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Wedmont Private Capital's BR Position: Q3 2026 in Review

Wedmont Private Capital increased its Broadridge (BR) stake by 3.6% in Q3 2026, buying an estimated $16.3K and bringing the position to 2,915 shares worth $482K. The position accounts for 0.01% of the portfolio, ranked #609.

Wedmont Private Capital first reported a position in BR in Q2 2022 and has held it in 15 quarters since. The position peaked at $691K in Q3 2025. 66 funds tracked by Wall St. Rank hold BR as of Q3 2026.

  • Wedmont Private Capital held 2,915 shares of Broadridge worth $482K as of Q3 2026.
  • Wedmont Private Capital bought 100 Broadridge shares in Q3 2026, an estimated $16.3K.
  • Broadridge made up 0.01% of Wedmont Private Capital's portfolio in Q3 2026, its #609 holding.
  • Wedmont Private Capital first reported a position in Broadridge in Q2 2022 and has held it in 15 quarters since.
  • Wedmont Private Capital's Broadridge position peaked at $691K in Q3 2025.
  • 66 funds tracked by Wall St. Rank held Broadridge as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.