Wimmer Associates 1’s Broadridge BR Stock Holding History

Wimmer Associates 1’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 Q1	$1.45M	Sell	8,895 -1,225	-12%	-$233K	0.71%	37
2025 Q4	$2.26M	Sell	10,120 -15	-0.1%	-$3.42K	1.05%	25
2025 Q3	$2.41M	Hold	10,135	–	–	1.16%	21
2025 Q2	$2.46M	Buy	10,135 +9	+0.1%	+$2.14K	1.26%	21
2025 Q1	$2.4M	Sell	10,126 -240	-2%	-$56.5K	1.27%	21
2024 Q4	$2.34M	Hold	10,366	–	–	1.16%	25
2024 Q3	$2.23M	Buy	10,366 +45	+0.4%	+$9.41K	1.09%	28
2024 Q2	$2.03M	Sell	10,321 -30	-0.3%	-$5.95K	1.04%	25
2024 Q1	$2.12M	Sell	10,351 -15	-0.1%	-$3.02K	1.12%	27
2023 Q4	$2.13M	Hold	10,366	–	–	1.2%	27
2023 Q3	$1.86M	Buy	10,366 +219	+2%	+$38.8K	1.16%	27
2023 Q2	$1.68M	Hold	10,147	–	–	1.01%	30
2023 Q1	$1.57M	Sell	10,147 -594	-6%	-$85K	1%	31
2022 Q4	$1.44M	Buy	10,741 +10	+0.1%	+$1.42K	0.95%	31
2022 Q3	$1.61M	Hold	10,731	–	–	1.07%	30
2022 Q2	$1.53M	Buy	10,731 +45	+0.4%	+$6.53K	1%	31
2022 Q1	$1.66M	Hold	10,686	–	–	0.93%	33
2021 Q4	$1.95M	Hold	10,686	–	–	1.05%	31
2021 Q3	$1.78M	Buy	10,686 +178	+2%	+$30.3K	1.06%	31
2021 Q2	$1.7M	Buy	10,508 +135	+1%	+$21.6K	1%	32
2021 Q1	$1.59M	Buy	10,373 +37	+0.4%	+$5.46K	0.86%	34
2020 Q4	$1.58M	Sell	10,336 -105	-1%	-$15.2K	0.94%	31
2020 Q3	$1.38M	Buy	10,441 +7	+0.1%	+$936	0.93%	33
2020 Q2	$1.43M	Buy	10,434 +30	+0.3%	+$3.47K	1.11%	31
2020 Q1	$992K	Sell	10,404 -63	-0.6%	-$7.19K	0.92%	33
2019 Q4	$1.29M	Sell	10,467 -75	-0.7%	-$9.17K	1.04%	35
2019 Q3	$1.31M	Sell	10,542 -165	-2%	-$21.2K	1.14%	32
2019 Q2	$1.37M	Sell	10,707 -150	-1%	-$18.1K	1.19%	30
2019 Q1	$1.13M	Hold	10,857	–	–	1%	36
2018 Q4	$1.04M	Hold	10,857	–	–	1.03%	35
2018 Q3	$1.43M	Sell	10,857 -1,315	-11%	-$167K	1.19%	34
2018 Q2	$1.4M	Sell	12,172 -180	-1%	-$20.3K	1.25%	32
2018 Q1	$1.35M	Hold	12,352	–	–	1.19%	34
2017 Q4	$1.12M	Buy	12,352 +30	+0.2%	+$2.62K	1.01%	38
2017 Q3	$996K	Sell	12,322 -230	-2%	-$17.7K	0.92%	43
2017 Q2	$948K	Buy	12,552 +70	+0.6%	+$5.05K	0.87%	43
2017 Q1	$848K	Sell	12,482 -350	-3%	-$23.7K	0.79%	45
2016 Q4	$851K	Sell	12,832 -155	-1%	-$10.1K	0.79%	46
2016 Q3	$880K	Hold	12,987	–	–	0.79%	45
2016 Q2	$847K	Buy	12,987 +335	+3%	+$20.8K	0.76%	47
2016 Q1	$750K	Hold	12,652	–	–	0.69%	49
2015 Q4	$680K	Buy	+12,652	New	+$710K	0.71%	50

Other funds holding BR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wimmer Associates 1's BR Position: Q1 2026 in Review

Wimmer Associates 1 reduced its Broadridge (BR) stake by 12% in Q1 2026, selling an estimated $233K and leaving 8,895 shares worth $1.45M. The position accounts for 0.71% of the portfolio, ranked #37.

Wimmer Associates 1 first reported a position in BR in Q4 2015 and has held it in 42 quarters since. The position peaked at $2.46M in Q2 2025. 1,054 funds tracked by Wall St. Rank hold BR as of Q1 2026.

Wimmer Associates 1 held 8,895 shares of Broadridge worth $1.45M as of Q1 2026.
Wimmer Associates 1 sold 1,225 Broadridge shares in Q1 2026, an estimated $233K.
Broadridge made up 0.71% of Wimmer Associates 1's portfolio in Q1 2026, its #37 holding.
Wimmer Associates 1 first reported a position in Broadridge in Q4 2015 and has held it in 42 quarters since.
Wimmer Associates 1's Broadridge position peaked at $2.46M in Q2 2025.
1,054 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Wimmer Associates 1's 13F filing for Q1 2026, filed 15 May 2026.