Advisors Capital Management’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | – | Sell |
-1,547
| Closed | -$251K | – | 636 |
|
|
2026
Q1 | $251K | Sell |
1,547
-91
| -6% | -$17.3K | ﹤0.01% | 506 |
|
|
2025
Q4 | $366K | Sell |
1,638
-59
| -3% | -$13.5K | ﹤0.01% | 465 |
|
|
2025
Q3 | $404K | Buy |
1,697
+391
| +30% | +$97.4K | 0.01% | 430 |
|
|
2025
Q2 | $318K | Buy |
1,306
+35
| +3% | +$8.32K | ﹤0.01% | 440 |
|
|
2025
Q1 | $308K | Sell |
1,271
-169
| -12% | -$39.8K | ﹤0.01% | 432 |
|
|
2024
Q4 | $326K | Buy |
1,440
+49
| +4% | +$11K | 0.01% | 432 |
|
|
2024
Q3 | $299K | Buy |
1,391
+6
| +0.4% | +$1.25K | ﹤0.01% | 432 |
|
|
2024
Q2 | $273K | Sell |
1,385
-12
| -0.9% | -$2.38K | ﹤0.01% | 428 |
|
|
2024
Q1 | $286K | Buy |
1,397
+10
| +0.7% | +$2.02K | 0.01% | 420 |
|
|
2023
Q4 | $286K | Buy |
1,387
+29
| +2% | +$5.35K | 0.01% | 414 |
|
|
2023
Q3 | $243K | Sell |
1,358
-74
| -5% | -$13.1K | 0.01% | 375 |
|
|
2023
Q2 | $237K | Sell |
1,432
-400
| -22% | -$60.5K | 0.01% | 393 |
|
|
2023
Q1 | $269K | Buy |
1,832
+174
| +10% | +$24.9K | 0.01% | 386 |
|
|
2022
Q4 | $222K | Sell |
1,658
-213
| -11% | -$30.3K | 0.01% | 414 |
|
|
2022
Q3 | $264K | Buy |
1,871
+54
| +3% | +$8.76K | 0.01% | 407 |
|
|
2022
Q2 | $259K | Sell |
1,817
-1,869
| -51% | -$271K | 0.01% | 380 |
|
|
2022
Q1 | $574K | Sell |
3,686
-16
| -0.4% | -$2.46K | 0.02% | 294 |
|
|
2021
Q4 | $677K | Hold |
3,702
| – | – | 0.02% | 291 |
|
|
2021
Q3 | $617K | Sell |
3,702
-112
| -3% | -$19.1K | 0.02% | 285 |
|
|
2021
Q2 | $616K | Buy |
3,814
+197
| +5% | +$31.5K | 0.02% | 273 |
|
|
2021
Q1 | $553K | Sell |
3,617
-2,365
| -40% | -$349K | 0.02% | 265 |
|
|
2020
Q4 | $916K | Sell |
5,982
-85
| -1% | -$12.3K | 0.04% | 213 |
|
|
2020
Q3 | $801K | Sell |
6,067
-21,141
| -78% | -$2.83M | 0.04% | 195 |
|
|
2020
Q2 | $3.43M | Buy |
27,208
+7,836
| +40% | +$907K | 0.17% | 131 |
|
|
2020
Q1 | $1.84M | Buy |
19,372
+13,499
| +230% | +$1.54M | 0.12% | 147 |
|
|
2019
Q4 | $726K | Buy |
5,873
+696
| +13% | +$85.1K | 0.03% | 228 |
|
|
2019
Q3 | $644K | Buy |
5,177
+520
| +11% | +$67K | 0.04% | 212 |
|
|
2019
Q2 | $595K | Buy |
4,657
+1,007
| +28% | +$121K | 0.04% | 211 |
|
|
2019
Q1 | $383K | Sell |
3,650
-633
| -15% | -$63.5K | 0.02% | 225 |
|
|
2018
Q4 | $412K | Buy |
+4,283
| New | +$464K | 0.03% | 224 |
|
Other funds holding BR
JT
Advisors Capital Management's BR Position: Q2 2026 in Review
Advisors Capital Management sold out of Broadridge (BR) in Q2 2026, closing a stake of 1,547 shares — an estimated $251K sold.
Advisors Capital Management first reported a position in BR in Q4 2018 and held it in 30 quarters. The position peaked at $3.43M in Q2 2020. 1,011 funds tracked by Wall St. Rank hold BR as of Q2 2026.
- Advisors Capital Management reported no remaining Broadridge position as of Q2 2026 after selling out during the quarter.
- Advisors Capital Management sold 1,547 Broadridge shares in Q2 2026, an estimated $251K.
- Advisors Capital Management first reported a position in Broadridge in Q4 2018 and held it in 30 quarters.
- Advisors Capital Management's Broadridge position peaked at $3.43M in Q2 2020.
- 1,011 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.
Based on Advisors Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.