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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
Q2 		$3.12M Buy
22,789
+1,526
+7% +$230K 0.25% 83
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM

Allen Capital Group's BR Position: Q2 2026 in Review

Allen Capital Group increased its Broadridge (BR) stake by 7.2% in Q2 2026, buying an estimated $230K and bringing the position to 22,789 shares worth $3.12M. The position accounts for 0.25% of the portfolio, ranked #83.

Allen Capital Group first reported a position in BR in Q1 2023 and has held it in 14 quarters since. The position peaked at $4.58M in Q3 2025. 1,017 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Allen Capital Group held 22,789 shares of Broadridge worth $3.12M as of Q2 2026.
  • Allen Capital Group bought 1,526 Broadridge shares in Q2 2026, an estimated $230K.
  • Broadridge made up 0.25% of Allen Capital Group's portfolio in Q2 2026, its #83 holding.
  • Allen Capital Group first reported a position in Broadridge in Q1 2023 and has held it in 14 quarters since.
  • Allen Capital Group's Broadridge position peaked at $4.58M in Q3 2025.
  • 1,017 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Allen Capital Group's 13F filing for Q2 2026, filed 27 Jul 2026.