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Wilmington Savings Fund Society’s Broadridge BR Stock Holding History

Wilmington Savings Fund Society’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 		$2.44M Buy
17,822
+29
+0.2% +$4.38K 0.05% 219
2026
Q1 		$2.89M Buy
17,793
+2,058
+13% +$391K 0.07% 197
2025
Q4 		$3.51M Buy
15,735
+133
+0.9% +$30.3K 0.08% 173
2025
Q3 		$3.72M Sell
15,602
-50
-0.3% -$12.5K 0.09% 162
2025
Q2 		$3.8M Sell
15,652
-180
-1% -$42.8K 0.07% 210
2025
Q1 		$3.84M Buy
15,832
+52
+0.3% +$12.2K 0.07% 203
2024
Q4 		$3.57M Sell
15,780
-635
-4% -$142K 0.06% 222
2024
Q3 		$3.53M Buy
+16,415
New +$3.43M 0.06% 224
2022
Q1 		– Sell
-1,325
Closed -$242K – 379
2021
Q4 		$242K Hold
1,325
– – 0.01% 354
2021
Q3 		$221K Hold
1,325
– – 0.01% 369
2021
Q2 		$214K Hold
1,325
– – 0.01% 372
2021
Q1 		$203K Buy
+1,325
New +$196K 0.01% 360

Other funds holding BR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM

Wilmington Savings Fund Society's BR Position: Q2 2026 in Review

Wilmington Savings Fund Society increased its Broadridge (BR) stake by 0.16% in Q2 2026, buying an estimated $4.38K and bringing the position to 17,822 shares worth $2.44M. The position accounts for 0.05% of the portfolio, ranked #219.

Wilmington Savings Fund Society first reported a position in BR in Q1 2021 and has held it in 12 quarters since. The position peaked at $3.84M in Q1 2025. 1,011 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Wilmington Savings Fund Society held 17,822 shares of Broadridge worth $2.44M as of Q2 2026.
  • Wilmington Savings Fund Society bought 29 Broadridge shares in Q2 2026, an estimated $4.38K.
  • Broadridge made up 0.05% of Wilmington Savings Fund Society's portfolio in Q2 2026, its #219 holding.
  • Wilmington Savings Fund Society first reported a position in Broadridge in Q1 2021 and has held it in 12 quarters since.
  • Wilmington Savings Fund Society's Broadridge position peaked at $3.84M in Q1 2025.
  • 1,011 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Wilmington Savings Fund Society's 13F filing for Q2 2026, filed 28 Jul 2026.