West Branch Capital’s Broadridge BR Stock Holding History

West Branch 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 Q2	$6.85K	Hold	50	–	–	﹤0.01%	259
2026 Q1	$8.12K	Hold	50	–	–	﹤0.01%	241
2025 Q4	$11.2K	Hold	50	–	–	﹤0.01%	254
2025 Q3	$11.9K	Hold	50	–	–	﹤0.01%	257
2025 Q2	$12.2K	Hold	50	–	–	﹤0.01%	248
2025 Q1	$12.1K	Hold	50	–	–	﹤0.01%	263
2024 Q4	$11.3K	Hold	50	–	–	﹤0.01%	258
2024 Q3	$10.8K	Sell	50 -27	-35%	-$5.65K	﹤0.01%	263
2024 Q2	$15.2K	Hold	77	–	–	0.01%	242
2024 Q1	$15.8K	Hold	77	–	–	0.01%	242
2023 Q4	$15.8K	Hold	77	–	–	0.01%	245
2023 Q3	$13.8K	Hold	77	–	–	0.01%	252
2023 Q2	$12.8K	Hold	77	–	–	0.01%	263
2023 Q1	$11.3K	Hold	77	–	–	0.01%	276
2022 Q4	$10.3K	Hold	77	–	–	0.01%	279
2022 Q3	$11K	Hold	77	–	–	0.01%	269
2022 Q2	$11K	Hold	77	–	–	0.01%	266
2022 Q1	$12K	Hold	77	–	–	0.01%	276
2021 Q4	$14K	Hold	77	–	–	0.01%	292
2021 Q3	$13K	Hold	77	–	–	0.01%	282
2021 Q2	$12K	Buy	+77	New	+$12.3K	0.01%	304

Other funds holding BR

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

BST

Bath Savings Trust Bath, Maine $965M AUM 10.64% 1-Year Est. Return

MCM

McRae Capital Management Morristown, New Jersey $508M AUM 14.21% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

West Branch Capital's BR Position: Q2 2026 in Review

West Branch Capital held its Broadridge (BR) position steady in Q2 2026 at 50 shares worth $6.85K. The position accounts for ﹤0.01% of the portfolio, ranked #259.

West Branch Capital first reported a position in BR in Q2 2021 and has held it in 21 quarters since. The position peaked at $15.8K in Q4 2023. 185 funds tracked by Wall St. Rank hold BR as of Q2 2026.

West Branch Capital held 50 shares of Broadridge worth $6.85K as of Q2 2026.
West Branch Capital left its Broadridge share count unchanged in Q2 2026.
Broadridge made up ﹤0.01% of West Branch Capital's portfolio in Q2 2026, its #259 holding.
West Branch Capital first reported a position in Broadridge in Q2 2021 and has held it in 21 quarters since.
West Branch Capital's Broadridge position peaked at $15.8K in Q4 2023.
185 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.