Wells Fargo’s Broadridge BR Stock Holding History

Wells Fargo’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
2024 Q2	–	Sell	-23,900	Closed	-$4.9M	–	6948
2024 Q1	$4.9M	Buy	+23,900	New	+$4.82M	﹤0.01%	2270

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 $3.38T AUM 44.17% 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

Wells Fargo's BR Position: Q2 2026 in Review

Wells Fargo reduced its Broadridge (BR) stake by 5.7% in Q2 2026, selling an estimated $9.23M and leaving 1,003,473 shares worth $137M. The position accounts for 0.02% of the portfolio, ranked #550.

Wells Fargo first reported a position in BR in Q2 2013 and has held it in 53 quarters since. The position peaked at $298M in Q2 2025. 1,021 funds tracked by Wall St. Rank hold BR as of Q2 2026.

Wells Fargo held 1,003,473 shares of Broadridge worth $137M as of Q2 2026.
Wells Fargo sold 61,129 Broadridge shares in Q2 2026, an estimated $9.23M.
Broadridge made up 0.02% of Wells Fargo's portfolio in Q2 2026, its #550 holding.
Wells Fargo first reported a position in Broadridge in Q2 2013 and has held it in 53 quarters since.
Wells Fargo's Broadridge position peaked at $298M in Q2 2025.
1,021 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Wells Fargo's 13F filing for Q2 2026, filed 14 Aug 2026.