WIA
BR icon

World Investment Advisors’s Broadridge BR Stock Holding History

World Investment Advisors’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 		$1.19M Buy
7,364
+9
+0.1% +$1.36K 0.02% 647
2026
Q1 		$1.2M Buy
7,355
+2,257
+44% +$429K 0.02% 650
2025
Q4 		$1.14M Buy
5,098
+2,729
+115% +$622K 0.02% 647
2025
Q3 		$564K Sell
2,369
-212
-8% -$52.8K 0.01% 731
2025
Q2 		$627K Buy
2,581
+631
+32% +$150K 0.01% 653
2025
Q1 		$473K Buy
+1,950
New +$459K 0.01% 708
2024
Q4 		– Sell
-4,229
Closed -$909K – 1009
2024
Q3 		$909K Buy
4,229
+416
+11% +$87K 0.03% 454
2024
Q2 		$751K Buy
+3,813
New +$756K 0.05% 332

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

World Investment Advisors's BR Position: Q2 2026 in Review

World Investment Advisors increased its Broadridge (BR) stake by 0.12% in Q2 2026, buying an estimated $1.36K and bringing the position to 7,364 shares worth $1.19M. The position accounts for 0.02% of the portfolio, ranked #647.

World Investment Advisors first reported a position in BR in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.2M in Q1 2026. 1,013 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • World Investment Advisors held 7,364 shares of Broadridge worth $1.19M as of Q2 2026.
  • World Investment Advisors bought 9 Broadridge shares in Q2 2026, an estimated $1.36K.
  • Broadridge made up 0.02% of World Investment Advisors's portfolio in Q2 2026, its #647 holding.
  • World Investment Advisors first reported a position in Broadridge in Q2 2024 and has held it in 8 quarters since.
  • World Investment Advisors's Broadridge position peaked at $1.2M in Q1 2026.
  • 1,013 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.