Aigen Investment Management’s Broadridge BR Stock Holding History

Aigen Investment 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 Q2	$343K	Sell	2,505 -7,378	-75%	-$1.11M	0.09%	284
2026 Q1	$1.61M	Buy	+9,883	New	+$1.88M	0.41%	72
2025 Q2	–	Sell	-5,572	Closed	-$1.35M	–	808
2025 Q1	$1.35M	Buy	+5,572	New	+$1.31M	0.22%	139
2023 Q3	–	Sell	-1,911	Closed	-$317K	–	839
2023 Q2	$317K	Buy	+1,911	New	+$289K	0.05%	475
2022 Q1	–	Sell	-14,616	Closed	-$2.57M	–	594
2021 Q4	$2.57M	Buy	14,616 +8,550	+141%	+$1.5M	0.16%	168
2021 Q3	$1.01M	Buy	+6,066	New	+$1.03M	0.19%	140
2020 Q2	–	Sell	-563	Closed	-$53K	–	855
2020 Q1	$53K	Buy	563 +561	+28,050%	+$64K	0.01%	974
2019 Q4	$0	Buy	+2	New	+$245	﹤0.01%	1110

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

Aigen Investment Management's BR Position: Q2 2026 in Review

Aigen Investment Management reduced its Broadridge (BR) stake by 75% in Q2 2026, selling an estimated $1.11M and leaving 2,505 shares worth $343K. The position accounts for 0.09% of the portfolio, ranked #284.

Aigen Investment Management first reported a position in BR in Q4 2019 and has held it in 8 quarters since. The position peaked at $2.57M in Q4 2021. 1,013 funds tracked by Wall St. Rank hold BR as of Q2 2026.

Aigen Investment Management held 2,505 shares of Broadridge worth $343K as of Q2 2026.
Aigen Investment Management sold 7,378 Broadridge shares in Q2 2026, an estimated $1.11M.
Broadridge made up 0.09% of Aigen Investment Management's portfolio in Q2 2026, its #284 holding.
Aigen Investment Management first reported a position in Broadridge in Q4 2019 and has held it in 8 quarters since.
Aigen Investment Management's Broadridge position peaked at $2.57M in Q4 2021.
1,013 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Aigen Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.