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Wolff Wiese Magana’s Broadridge BR Stock Holding History

Wolff Wiese Magana’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 		$13.7K Sell
100
-5
-5% -$755 0.01% 442
2026
Q1 		$17.1K Buy
105
+5
+5% +$950 0.01% 355
2025
Q4 		$22.3K Hold
100
– – 0.01% 301
2025
Q3 		$23.8K Hold
100
– – 0.01% 299
2025
Q2 		$24.3K Hold
100
– – 0.02% 275
2025
Q1 		$24.2K Hold
100
– – 0.02% 265
2024
Q4 		$22.6K Hold
100
– – 0.02% 281
2024
Q3 		$21.5K Hold
100
– – 0.01% 290
2024
Q2 		$19.7K Buy
+100
New +$19.8K 0.02% 238
2021
Q3 		– Sell
-8
Closed -$1K – 813
2021
Q2 		$1K Buy
+8
New +$1.28K ﹤0.01% 771

Other funds holding BR

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $965M AUM 10.64% 1-Year Est. Return
LA
LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return

Wolff Wiese Magana's BR Position: Q2 2026 in Review

Wolff Wiese Magana reduced its Broadridge (BR) stake by 4.8% in Q2 2026, selling an estimated $755 and leaving 100 shares worth $13.7K. The position accounts for 0.01% of the portfolio, ranked #442.

Wolff Wiese Magana first reported a position in BR in Q2 2021 and has held it in 10 quarters since. The position peaked at $24.3K in Q2 2025. 297 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Wolff Wiese Magana held 100 shares of Broadridge worth $13.7K as of Q2 2026.
  • Wolff Wiese Magana sold 5 Broadridge shares in Q2 2026, an estimated $755.
  • Broadridge made up 0.01% of Wolff Wiese Magana's portfolio in Q2 2026, its #442 holding.
  • Wolff Wiese Magana first reported a position in Broadridge in Q2 2021 and has held it in 10 quarters since.
  • Wolff Wiese Magana's Broadridge position peaked at $24.3K in Q2 2025.
  • 297 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Wolff Wiese Magana's 13F filing for Q2 2026, filed 13 Jul 2026.