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Allen Capital Group’s Broadridge BR Stock Holding History

Allen Capital Group’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 		$3.45M Buy
21,263
+1,148
+6% +$218K 0.31% 72
2025
Q4 		$4.49M Buy
20,115
+871
+5% +$199K 0.41% 58
2025
Q3 		$4.58M Buy
19,244
+1,519
+9% +$378K 0.43% 58
2025
Q2 		$4.31M Buy
17,725
+1,539
+10% +$366K 0.44% 54
2025
Q1 		$3.92M Buy
16,186
+2,156
+15% +$507K 0.44% 54
2024
Q4 		$3.17M Buy
14,030
+833
+6% +$187K 0.38% 57
2024
Q3 		$2.84M Buy
13,197
+5,327
+68% +$1.11M 0.35% 60
2024
Q2 		$1.55M Buy
7,870
+218
+3% +$43.2K 0.21% 75
2024
Q1 		$1.57M Buy
7,652
+490
+7% +$98.8K 0.22% 78
2023
Q4 		$1.47M Buy
7,162
+346
+5% +$63.8K 0.23% 71
2023
Q3 		$1.21M Sell
6,816
-722
-10% -$128K 0.21% 77
2023
Q2 		$1.25M Sell
7,538
-97
-1% -$14.7K 0.21% 76
2023
Q1 		$1.12M Buy
+7,635
New +$1.09M 0.2% 82

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

Allen Capital Group's BR Position: Q1 2026 in Review

Allen Capital Group increased its Broadridge (BR) stake by 5.7% in Q1 2026, buying an estimated $218K and bringing the position to 21,263 shares worth $3.45M. The position accounts for 0.31% of the portfolio, ranked #72.

Allen Capital Group first reported a position in BR in Q1 2023 and has held it in 13 quarters since. The position peaked at $4.58M in Q3 2025. 1,054 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • Allen Capital Group held 21,263 shares of Broadridge worth $3.45M as of Q1 2026.
  • Allen Capital Group bought 1,148 Broadridge shares in Q1 2026, an estimated $218K.
  • Broadridge made up 0.31% of Allen Capital Group's portfolio in Q1 2026, its #72 holding.
  • Allen Capital Group first reported a position in Broadridge in Q1 2023 and has held it in 13 quarters since.
  • Allen Capital Group's Broadridge position peaked at $4.58M in Q3 2025.
  • 1,054 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Allen Capital Group's 13F filing for Q1 2026, filed 27 May 2026.