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Alley Investment Management Company’s Broadridge BR Stock Holding History

Alley Investment Management Company’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 		– Sell
-51,369
Closed -$11.5M – 86
2025
Q4 		$11.5M Sell
51,369
-103
-0.2% -$23.5K 1.34% 34
2025
Q3 		$12.3M Buy
51,472
+120
+0.2% +$29.9K 1.42% 31
2025
Q2 		$12.5M Sell
51,352
-381
-0.7% -$90.5K 1.51% 30
2025
Q1 		$12.5M Buy
51,733
+72
+0.1% +$16.9K 1.57% 28
2024
Q4 		$11.7M Buy
51,661
+148
+0.3% +$33.2K 1.48% 29
2024
Q3 		$11.1M Buy
51,513
+107
+0.2% +$22.4K 1.4% 34
2024
Q2 		$10.1M Buy
51,406
+246
+0.5% +$48.8K 1.38% 34
2024
Q1 		$10.5M Buy
51,160
+122
+0.2% +$24.6K 1.44% 31
2023
Q4 		$10.5M Buy
51,038
+4,499
+10% +$830K 1.53% 29
2023
Q3 		$8.33M Sell
46,539
-364
-0.8% -$64.5K 1.41% 35
2023
Q2 		$7.77M Sell
46,903
-292
-0.6% -$44.2K 1.25% 39
2023
Q1 		$6.92M Buy
47,195
+1,099
+2% +$157K 1.15% 41
2022
Q4 		$6.18M Sell
46,096
-1,195
-3% -$170K 1.06% 44
2022
Q3 		$6.83M Sell
47,291
-277
-0.6% -$45K 1.36% 33
2022
Q2 		$6.78M Buy
47,568
+88
+0.2% +$12.8K 1.28% 36
2022
Q1 		$7.39M Buy
+47,480
New +$7.29M 1.22% 39

Other funds holding BR

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Alley Investment Management Company's BR Position: Q1 2026 in Review

Alley Investment Management Company sold out of Broadridge (BR) in Q1 2026, closing a stake of 51,369 shares — an estimated $11.5M sold.

Alley Investment Management Company first reported a position in BR in Q1 2022 and held it in 16 quarters. The position peaked at $12.5M in Q1 2025. 1,059 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • Alley Investment Management Company reported no remaining Broadridge position as of Q1 2026 after selling out during the quarter.
  • Alley Investment Management Company sold 51,369 Broadridge shares in Q1 2026, an estimated $11.5M.
  • Alley Investment Management Company first reported a position in Broadridge in Q1 2022 and held it in 16 quarters.
  • Alley Investment Management Company's Broadridge position peaked at $12.5M in Q1 2025.
  • 1,059 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Alley Investment Management Company's 13F filing for Q1 2026, filed 24 Apr 2026.