Wellington Group’s Broadridge BR Stock Holding History

Wellington Group’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	$639K	Buy	4,665 +2,579	+124%	+$389K	0.17%	104
2026 Q1	$339K	Buy	2,086 +557	+36%	+$106K	0.1%	123
2025 Q4	$341K	Buy	+1,529	New	+$349K	0.11%	115

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

Wellington Group's BR Position: Q2 2026 in Review

Wellington Group increased its Broadridge (BR) stake by 124% in Q2 2026, buying an estimated $389K and bringing the position to 4,665 shares worth $639K. The position accounts for 0.17% of the portfolio, ranked #104.

Wellington Group first reported a position in BR in Q4 2025 and has held it in 3 quarters since. 1,015 funds tracked by Wall St. Rank hold BR as of Q2 2026.

Wellington Group held 4,665 shares of Broadridge worth $639K as of Q2 2026.
Wellington Group bought 2,579 Broadridge shares in Q2 2026, an estimated $389K.
Broadridge made up 0.17% of Wellington Group's portfolio in Q2 2026, its #104 holding.
Wellington Group first reported a position in Broadridge in Q4 2025 and has held it in 3 quarters since.
1,015 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Wellington Group's 13F filing for Q2 2026, filed 14 Aug 2026.