Wilian Securities’s Broadridge BR Stock Holding History

Wilian Securities’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	$771K	Buy	5,633 +3,484	+162%	+$526K	0.46%	63
2026 Q1	$349K	Sell	2,149 -504	-19%	-$95.7K	0.86%	42
2025 Q4	$592K	Buy	+2,653	New	+$605K	0.64%	49

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

Wilian Securities's BR Position: Q2 2026 in Review

Wilian Securities increased its Broadridge (BR) stake by 162% in Q2 2026, buying an estimated $526K and bringing the position to 5,633 shares worth $771K. The position accounts for 0.46% of the portfolio, ranked #63.

Wilian Securities first reported a position in BR in Q4 2025 and has held it in 3 quarters since. 1,013 funds tracked by Wall St. Rank hold BR as of Q2 2026.

Wilian Securities held 5,633 shares of Broadridge worth $771K as of Q2 2026.
Wilian Securities bought 3,484 Broadridge shares in Q2 2026, an estimated $526K.
Broadridge made up 0.46% of Wilian Securities's portfolio in Q2 2026, its #63 holding.
Wilian Securities first reported a position in Broadridge in Q4 2025 and has held it in 3 quarters since.
1,013 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Wilian Securities's 13F filing for Q2 2026, filed 13 Jul 2026.