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WPG Advisers’s Broadridge BR Stock Holding History

WPG Advisers’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 		$15.5K Sell
113
-51
-31% -$7.7K 0.01% 628
2026
Q1 		$26.6K Buy
164
+22
+15% +$4.18K 0.02% 413
2025
Q4 		$31.7K Buy
142
+62
+78% +$14.1K 0.02% 397
2025
Q3 		$19.1K Sell
80
-13
-14% -$3.24K 0.01% 510
2025
Q2 		$22.6K Sell
93
-6
-6% -$1.43K 0.02% 467
2025
Q1 		$24K Sell
99
-69
-41% -$16.2K 0.02% 431
2024
Q4 		$38K Buy
+168
New +$37.6K 0.04% 340

Other funds holding BR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JIM
Jensen Investment Management Lake Oswego, Oregon $4.13B AUM 8.88% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

WPG Advisers's BR Position: Q2 2026 in Review

WPG Advisers reduced its Broadridge (BR) stake by 31% in Q2 2026, selling an estimated $7.7K and leaving 113 shares worth $15.5K. The position accounts for 0.01% of the portfolio, ranked #628.

WPG Advisers first reported a position in BR in Q4 2024 and has held it in 7 quarters since. The position peaked at $38K in Q4 2024. 532 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • WPG Advisers held 113 shares of Broadridge worth $15.5K as of Q2 2026.
  • WPG Advisers sold 51 Broadridge shares in Q2 2026, an estimated $7.7K.
  • Broadridge made up 0.01% of WPG Advisers's portfolio in Q2 2026, its #628 holding.
  • WPG Advisers first reported a position in Broadridge in Q4 2024 and has held it in 7 quarters since.
  • WPG Advisers's Broadridge position peaked at $38K in Q4 2024.
  • 532 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on WPG Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.