WAM
BR icon

Weiss Asset Management’s Broadridge BR Stock Holding History

Weiss Asset Management’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 		$2.22M Buy
+16,205
New +$2.45M 0.02% 325
2020
Q2 		– Sell
-3,988
Closed -$378K – 200
2020
Q1 		$378K Buy
+3,988
New +$455K 0.06% 132

Other funds holding BR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM

Weiss Asset Management's BR Position: Q2 2026 in Review

Weiss Asset Management opened a new position in Broadridge (BR) in Q2 2026: 16,205 shares worth $2.22M. The stake represents 0.02% of the portfolio and ranks #325 among its holdings. This is a return to the name: Weiss Asset Management previously reported a position in BR as recently as Q1 2020.

Weiss Asset Management first reported a position in BR in Q1 2020 and has held it in 2 quarters since. 1,021 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Weiss Asset Management held 16,205 shares of Broadridge worth $2.22M as of Q2 2026.
  • Broadridge was a new Weiss Asset Management position in Q2 2026.
  • Broadridge made up 0.02% of Weiss Asset Management's portfolio in Q2 2026, its #325 holding.
  • Weiss Asset Management first reported a position in Broadridge in Q1 2020 and has held it in 2 quarters since.
  • 1,021 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Weiss Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.