Welch & Forbes’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $531K | Sell |
3,880
-20
| -0.5% | -$3.02K | 0.01% | 281 |
|
|
2026
Q1 | $634K | Hold |
3,900
| – | – | 0.01% | 255 |
|
|
2025
Q4 | $870K | Sell |
3,900
-75
| -2% | -$17.1K | 0.01% | 234 |
|
|
2025
Q3 | $947K | Sell |
3,975
-2,931
| -42% | -$730K | 0.01% | 229 |
|
|
2025
Q2 | $1.68M | Sell |
6,906
-6
| -0.1% | -$1.43K | 0.02% | 189 |
|
|
2025
Q1 | $1.68M | Hold |
6,912
| – | – | 0.02% | 191 |
|
|
2024
Q4 | $1.56M | Buy |
6,912
+30
| +0.4% | +$6.72K | 0.02% | 201 |
|
|
2024
Q3 | $1.48M | Hold |
6,882
| – | – | 0.02% | 204 |
|
|
2024
Q2 | $1.38M | Hold |
6,882
| – | – | 0.02% | 204 |
|
|
2024
Q1 | $1.41M | Sell |
6,882
-575
| -8% | -$116K | 0.02% | 207 |
|
|
2023
Q4 | $1.53M | Hold |
7,457
| – | – | 0.02% | 205 |
|
|
2023
Q3 | $1.34M | Sell |
7,457
-1
| -0% | -$177 | 0.02% | 201 |
|
|
2023
Q2 | $1.24M | Buy |
7,458
+27
| +0.4% | +$4.09K | 0.02% | 209 |
|
|
2023
Q1 | $1.09M | Sell |
7,431
-100
| -1% | -$14.3K | 0.02% | 220 |
|
|
2022
Q4 | $1.01M | Hold |
7,531
| – | – | 0.02% | 230 |
|
|
2022
Q3 | $1.09M | Buy |
7,531
+550
| +8% | +$89.3K | 0.02% | 211 |
|
|
2022
Q2 | $995K | Buy |
6,981
+300
| +4% | +$43.5K | 0.02% | 230 |
|
|
2022
Q1 | $1.04M | Hold |
6,681
| – | – | 0.02% | 227 |
|
|
2021
Q4 | $1.22M | Hold |
6,681
| – | – | 0.02% | 218 |
|
|
2021
Q3 | $1.11M | Hold |
6,681
| – | – | 0.02% | 218 |
|
|
2021
Q2 | $1.08M | Hold |
6,681
| – | – | 0.02% | 224 |
|
|
2021
Q1 | $1.02M | Hold |
6,681
| – | – | 0.02% | 216 |
|
|
2020
Q4 | $1.02M | Sell |
6,681
-569
| -8% | -$82.5K | 0.02% | 212 |
|
|
2020
Q3 | $957K | Sell |
7,250
-9
| -0.1% | -$1.2K | 0.02% | 204 |
|
|
2020
Q2 | $916K | Buy |
7,259
+578
| +9% | +$66.9K | 0.02% | 198 |
|
|
2020
Q1 | $634K | Hold |
6,681
| – | – | 0.02% | 217 |
|
|
2019
Q4 | $825K | Hold |
6,681
| – | – | 0.02% | 216 |
|
|
2019
Q3 | $831K | Hold |
6,681
| – | – | 0.02% | 216 |
|
|
2019
Q2 | $853K | Hold |
6,681
| – | – | 0.02% | 216 |
|
|
2019
Q1 | $693K | Hold |
6,681
| – | – | 0.02% | 226 |
|
|
2018
Q4 | $643K | Hold |
6,681
| – | – | 0.02% | 223 |
|
|
2018
Q3 | $882K | Hold |
6,681
| – | – | 0.02% | 210 |
|
|
2018
Q2 | $769K | Hold |
6,681
| – | – | 0.02% | 218 |
|
|
2018
Q1 | $733K | Hold |
6,681
| – | – | 0.02% | 222 |
|
|
2017
Q4 | $605K | Hold |
6,681
| – | – | 0.02% | 221 |
|
|
2017
Q3 | $540K | Hold |
6,681
| – | – | 0.01% | 232 |
|
|
2017
Q2 | $505K | Sell |
6,681
-182
| -3% | -$13.1K | 0.01% | 242 |
|
|
2017
Q1 | $466K | Sell |
6,863
-49
| -0.7% | -$3.32K | 0.01% | 247 |
|
|
2016
Q4 | $458K | Buy |
6,912
+110
| +2% | +$7.15K | 0.01% | 251 |
|
|
2016
Q3 | $461K | Hold |
6,802
| – | – | 0.02% | 216 |
|
|
2016
Q2 | $443K | Hold |
6,802
| – | – | 0.01% | 251 |
|
|
2016
Q1 | $403K | Buy |
+6,802
| New | +$371K | 0.01% | 259 |
|
Other funds holding BR
JT
Welch & Forbes's BR Position: Q2 2026 in Review
Welch & Forbes reduced its Broadridge (BR) stake by 0.51% in Q2 2026, selling an estimated $3.02K and leaving 3,880 shares worth $531K. The position accounts for 0.01% of the portfolio, ranked #281.
Welch & Forbes first reported a position in BR in Q1 2016 and has held it in 42 quarters since. The position peaked at $1.68M in Q2 2025. 1,013 funds tracked by Wall St. Rank hold BR as of Q2 2026.
- Welch & Forbes held 3,880 shares of Broadridge worth $531K as of Q2 2026.
- Welch & Forbes sold 20 Broadridge shares in Q2 2026, an estimated $3.02K.
- Broadridge made up 0.01% of Welch & Forbes's portfolio in Q2 2026, its #281 holding.
- Welch & Forbes first reported a position in Broadridge in Q1 2016 and has held it in 42 quarters since.
- Welch & Forbes's Broadridge position peaked at $1.68M in Q2 2025.
- 1,013 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.
Based on Welch & Forbes's 13F filing for Q2 2026, filed 30 Jul 2026.