Wendell David Associates Inc / BR
Wendell David Associates Inc’s Broadridge Finl Solutions In Position
Does Wendell David Associates Inc own Broadridge Finl Solutions In (BR)? Yes — 86.9K shares worth $14M (+1.54% of its 13F portfolio) as of Q1 2026, down from 100.3K shares the prior filed quarter.
Position Value
$14M
Q1 2026
Shares
86.9K
% of Portfolio
+1.54%
Quarters Held
29
currently held
Position History BR
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 86.9K | $14M | +1.54% |
| Q4 2025 | 100.3K | $22M | +2.27% |
| Q3 2025 | 101.1K | $24M | +2.38% |
| Q2 2025 | 100.9K | $25M | +2.47% |
| Q1 2025 | 102.4K | $25M | +2.48% |
| Q4 2024 | 105.0K | $24M | +2.35% |
| Q3 2024 | 106.2K | $23M | +2.18% |
| Q2 2024 | 106.1K | $21M | +2.13% |
| Q1 2024 | 105.6K | $22M | +2.19% |
| Q4 2023 | 105.3K | $22M | +2.33% |
| Q3 2023 | 103.9K | $19M | +2.19% |
| Q2 2023 | 106.0K | $18M | +1.98% |
| Q1 2023 | 105.4K | $15M | +1.83% |
| Q4 2022 | 104.7K | $14M | +1.73% |
| Q3 2022 | 104.5K | $15M | +2.03% |
| Q2 2022 | 102.5K | $15M | +1.86% |
| Q1 2022 | 101.1K | $16M | +1.75% |
| Q4 2021 | 99.6K | $18M | +1.84% |
| Q3 2021 | 100.3K | $17M | +1.86% |
| Q2 2021 | 93.7K | $15M | +1.69% |
| Q1 2021 | 92.1K | $14M | +1.70% |
| Q4 2020 | 90.5K | $14M | +1.70% |
| Q3 2020 | 89.9K | $12M | +1.58% |
| Q2 2020 | 89.2K | $11M | +1.63% |
| Q1 2020 | 85.6K | $8M | +1.37% |
| Q4 2019 | 85.8K | $11M | +1.46% |
| Q3 2019 | 78.6K | $10M | +1.43% |
| Q2 2019 | 76.4K | $10M | +1.46% |
| Q1 2019 | 75.5K | $8M | +1.22% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Wendell David Associates Inc’s full portfolio or all institutional holders of BR.