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AGF Management’s Broadridge BR Stock Holding History

AGF Management’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
Q1 		$3.42M Buy
21,073
+8,153
+63% +$1.55M 0.02% 379
2025
Q4 		$2.88M Buy
12,920
+508
+4% +$116K 0.01% 426
2025
Q3 		$2.96M Sell
12,412
-570
-4% -$142K 0.01% 446
2025
Q2 		$3.16M Buy
12,982
+1,401
+12% +$333K 0.01% 342
2025
Q1 		$2.81M Buy
11,581
+467
+4% +$110K 0.01% 353
2024
Q4 		$2.51M Buy
+11,114
New +$2.49M 0.01% 397
2023
Q2 		– Sell
-24,678
Closed -$3.62M – 692
2023
Q1 		$3.62M Buy
24,678
+865
+4% +$124K 0.02% 319
2022
Q4 		$3.19M Buy
+23,813
New +$3.38M 0.02% 424

Other funds holding BR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AGF Management's BR Position: Q1 2026 in Review

AGF Management increased its Broadridge (BR) stake by 63% in Q1 2026, buying an estimated $1.55M and bringing the position to 21,073 shares worth $3.42M. The position accounts for 0.02% of the portfolio, ranked #379.

AGF Management first reported a position in BR in Q4 2022 and has held it in 8 quarters since. The position peaked at $3.62M in Q1 2023. 1,054 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • AGF Management held 21,073 shares of Broadridge worth $3.42M as of Q1 2026.
  • AGF Management bought 8,153 Broadridge shares in Q1 2026, an estimated $1.55M.
  • Broadridge made up 0.02% of AGF Management's portfolio in Q1 2026, its #379 holding.
  • AGF Management first reported a position in Broadridge in Q4 2022 and has held it in 8 quarters since.
  • AGF Management's Broadridge position peaked at $3.62M in Q1 2023.
  • 1,054 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on AGF Management's 13F filing for Q1 2026, filed 7 May 2026.