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Zions Bancorporation, National Association’s Broadridge BR Stock Holding History

Zions Bancorporation, National Association’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 		$162K Sell
1,184
-558
-32% -$84.3K 0.01% 377
2026
Q1 		$283K Sell
1,742
-3,906
-69% -$742K 0.02% 309
2025
Q4 		$1.26M Sell
5,648
-1,595
-22% -$364K 0.06% 211
2025
Q3 		$1.73M Sell
7,243
-5,120
-41% -$1.28M 0.09% 159
2025
Q2 		$3M Sell
12,363
-466
-4% -$111K 0.16% 118
2025
Q1 		$3.11M Buy
+12,829
New +$3.02M 0.2% 106

Other funds holding BR

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 22.94% 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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Zions Bancorporation, National Association's BR Position: Q2 2026 in Review

Zions Bancorporation, National Association reduced its Broadridge (BR) stake by 32% in Q2 2026, selling an estimated $84.3K and leaving 1,184 shares worth $162K. The position accounts for 0.01% of the portfolio, ranked #377.

Zions Bancorporation, National Association first reported a position in BR in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.11M in Q1 2025. 420 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Zions Bancorporation, National Association held 1,184 shares of Broadridge worth $162K as of Q2 2026.
  • Zions Bancorporation, National Association sold 558 Broadridge shares in Q2 2026, an estimated $84.3K.
  • Broadridge made up 0.01% of Zions Bancorporation, National Association's portfolio in Q2 2026, its #377 holding.
  • Zions Bancorporation, National Association first reported a position in Broadridge in Q1 2025 and has held it in 6 quarters since.
  • Zions Bancorporation, National Association's Broadridge position peaked at $3.11M in Q1 2025.
  • 420 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Zions Bancorporation, National Association's 13F filing for Q2 2026, filed 31 Jul 2026.