1015 Capital Partners’s Broadridge BR Stock Holding History

1015 Capital Partners’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	–	Sell	-1	Closed	-$162	–	612
2026 Q1	$162	Sell	1 -11	-92%	-$2.09K	﹤0.01%	585
2025 Q4	$2.68K	Buy	+12	New	+$2.74K	﹤0.01%	285

Other funds holding BR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Jupiter Topco New York $245B AUM

1015 Capital Partners's BR Position: Q2 2026 in Review

1015 Capital Partners sold out of Broadridge (BR) in Q2 2026, closing a stake of 1 share — an estimated $162 sold.

1015 Capital Partners first reported a position in BR in Q4 2025 and held it in 2 quarters. The position peaked at $2.68K in Q4 2025. 1,008 funds tracked by Wall St. Rank hold BR as of Q2 2026.

1015 Capital Partners reported no remaining Broadridge position as of Q2 2026 after selling out during the quarter.
1015 Capital Partners sold 1 Broadridge share in Q2 2026, an estimated $162.
1015 Capital Partners first reported a position in Broadridge in Q4 2025 and held it in 2 quarters.
1015 Capital Partners's Broadridge position peaked at $2.68K in Q4 2025.
1,008 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on 1015 Capital Partners's 13F filing for Q2 2026, filed 21 Jul 2026.