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AlphaQuest’s Broadridge BR Stock Holding History

AlphaQuest’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
-933
Closed -$208K – 296
2025
Q4 		$208K Sell
933
-17,381
-95% -$3.96M 0.01% 1425
2025
Q3 		$4.36M Buy
18,314
+15,722
+607% +$3.92M 0.29% 31
2025
Q2 		$630K Sell
2,592
-6,632
-72% -$1.58M 0.06% 498
2025
Q1 		$2.24M Sell
9,224
-411
-4% -$96.7K 0.24% 75
2024
Q4 		$2.18M Sell
9,635
-832
-8% -$186K 0.29% 43
2024
Q3 		$2.25M Buy
+10,467
New +$2.19M 0.2% 110
2024
Q2 		– Sell
-8,342
Closed -$1.71M – 1604
2024
Q1 		$1.71M Buy
8,342
+1,247
+18% +$251K 0.3% 97
2023
Q4 		$1.46M Buy
+7,095
New +$1.31M 0.31% 62

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

AlphaQuest's BR Position: Q1 2026 in Review

AlphaQuest sold out of Broadridge (BR) in Q1 2026, closing a stake of 933 shares — an estimated $208K sold.

AlphaQuest first reported a position in BR in Q4 2023 and held it in 8 quarters. The position peaked at $4.36M in Q3 2025. 1,057 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • AlphaQuest reported no remaining Broadridge position as of Q1 2026 after selling out during the quarter.
  • AlphaQuest sold 933 Broadridge shares in Q1 2026, an estimated $208K.
  • AlphaQuest first reported a position in Broadridge in Q4 2023 and held it in 8 quarters.
  • AlphaQuest's Broadridge position peaked at $4.36M in Q3 2025.
  • 1,057 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on AlphaQuest's 13F filing for Q1 2026.