Ameritas Investment Partners’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $217K | Buy |
1,334
+1
| +0.1% | +$190 | 0.01% | 1223 |
|
|
2025
Q4 | $298K | Buy |
1,333
+1
| +0.1% | +$228 | 0.01% | 1034 |
|
|
2025
Q3 | $317K | Sell |
1,332
-46
| -3% | -$11.5K | 0.01% | 989 |
|
|
2025
Q2 | $335K | Buy |
1,378
+1
| +0.1% | +$238 | 0.01% | 1007 |
|
|
2025
Q1 | $334K | Sell |
1,377
-66
| -5% | -$15.5K | 0.01% | 984 |
|
|
2024
Q4 | $326K | Buy |
1,443
+1
| +0.1% | +$224 | 0.01% | 1035 |
|
|
2024
Q3 | $310K | Sell |
1,442
-91
| -6% | -$19K | 0.01% | 1068 |
|
|
2024
Q2 | $302K | Buy |
1,533
+1
| +0.1% | +$198 | 0.01% | 1012 |
|
|
2024
Q1 | $314K | Sell |
1,532
-88
| -5% | -$17.7K | 0.01% | 1007 |
|
|
2023
Q4 | $333K | Buy |
1,620
+1
| +0.1% | +$184 | 0.01% | 968 |
|
|
2023
Q3 | $290K | Sell |
1,619
-103
| -6% | -$18.2K | 0.01% | 975 |
|
|
2023
Q2 | $285K | Buy |
1,722
+1
| +0.1% | +$151 | 0.01% | 949 |
|
|
2023
Q1 | $252K | Buy |
1,721
+2
| +0.1% | +$286 | 0.01% | 973 |
|
|
2022
Q4 | $254K | Buy |
1,719
+1
| +0.1% | +$142 | 0.01% | 998 |
|
|
2022
Q3 | $247K | Buy |
1,718
+251
| +17% | +$40.7K | 0.01% | 961 |
|
|
2022
Q2 | $209K | Sell |
1,467
-119
| -8% | -$17.3K | 0.01% | 1042 |
|
|
2022
Q1 | $247K | Hold |
1,586
| – | – | 0.01% | 1056 |
|
|
2021
Q4 | $290K | Hold |
1,586
| – | – | 0.01% | 1010 |
|
|
2021
Q3 | $264K | Hold |
1,586
| – | – | 0.01% | 1037 |
|
|
2021
Q2 | $256K | Sell |
1,586
-96
| -6% | -$15.3K | 0.01% | 1065 |
|
|
2021
Q1 | $258K | Hold |
1,682
| – | – | 0.01% | 1054 |
|
|
2020
Q4 | $258K | Sell |
1,682
-109
| -6% | -$15.8K | 0.01% | 998 |
|
|
2020
Q3 | $236K | Sell |
1,791
-134
| -7% | -$17.9K | 0.01% | 951 |
|
|
2020
Q2 | $243K | Hold |
1,925
| – | – | 0.01% | 929 |
|
|
2020
Q1 | $183K | Hold |
1,925
| – | – | 0.01% | 976 |
|
|
2019
Q4 | $238K | Hold |
1,925
| – | – | 0.01% | 988 |
|
|
2019
Q3 | $240K | Sell |
1,925
-128
| -6% | -$16.5K | 0.01% | 961 |
|
|
2019
Q2 | $262K | Hold |
2,053
| – | – | 0.01% | 929 |
|
|
2019
Q1 | $213K | Hold |
2,053
| – | – | 0.01% | 1009 |
|
|
2018
Q4 | $198K | Sell |
2,053
-11,556
| -85% | -$1.25M | 0.01% | 967 |
|
|
2018
Q3 | $1.79M | Buy |
13,609
+3,300
| +32% | +$419K | 0.08% | 285 |
|
|
2018
Q2 | $1.19M | Sell |
10,309
-32,507
| -76% | -$3.67M | 0.06% | 455 |
|
|
2018
Q1 | $4.7M | Sell |
42,816
-2,385
| -5% | -$237K | 0.23% | 59 |
|
|
2017
Q4 | $4.09M | Sell |
45,201
-284
| -0.6% | -$24.8K | 0.19% | 98 |
|
|
2017
Q3 | $3.58M | Hold |
45,485
| – | – | 0.17% | 99 |
|
|
2017
Q2 | $3.44M | Buy |
45,485
+319
| +0.7% | +$23K | 0.17% | 110 |
|
|
2017
Q1 | $3.07M | Buy |
45,166
+9,272
| +26% | +$629K | 0.15% | 128 |
|
|
2016
Q4 | $2.38M | Buy |
35,894
+251
| +0.7% | +$16.3K | 0.12% | 189 |
|
|
2016
Q3 | $2.42M | Buy |
35,643
+16,951
| +91% | +$1.16M | 0.13% | 162 |
|
|
2016
Q2 | $1.22M | Buy |
18,692
+696
| +4% | +$43.1K | 0.08% | 248 |
|
|
2016
Q1 | $1.07M | Buy |
17,996
+230
| +1% | +$12.5K | 0.07% | 283 |
|
|
2015
Q4 | $955K | Hold |
17,766
| – | – | 0.06% | 304 |
|
|
2015
Q3 | $983K | Sell |
17,766
-209
| -1% | -$11.2K | 0.07% | 284 |
|
|
2015
Q2 | $899K | Sell |
17,975
-194
| -1% | -$10.3K | 0.06% | 334 |
|
|
2015
Q1 | $999K | Buy |
18,169
+479
| +3% | +$24.3K | 0.07% | 302 |
|
|
2014
Q4 | $817K | Hold |
17,690
| – | – | 0.06% | 359 |
|
|
2014
Q3 | $736K | Sell |
17,690
-280
| -2% | -$11.6K | 0.05% | 392 |
|
|
2014
Q2 | $748K | Sell |
17,970
-257
| -1% | -$10.1K | 0.05% | 395 |
|
|
2014
Q1 | $677K | Sell |
18,227
-537
| -3% | -$20.1K | 0.05% | 420 |
|
|
2013
Q4 | $742K | Hold |
18,764
| – | – | 0.06% | 395 |
|
|
2013
Q3 | $596K | Buy |
+18,764
| New | +$558K | 0.06% | 445 |
|
Other funds holding BR
VCM
VPM
Ameritas Investment Partners's BR Position: Q1 2026 in Review
Ameritas Investment Partners increased its Broadridge (BR) stake by 0.08% in Q1 2026, buying an estimated $190 and bringing the position to 1,334 shares worth $217K. The position accounts for 0.01% of the portfolio, ranked #1223.
Ameritas Investment Partners first reported a position in BR in Q3 2013 and has held it in 51 quarters since. The position peaked at $4.7M in Q1 2018. 1,055 funds tracked by Wall St. Rank hold BR as of Q1 2026.
- Ameritas Investment Partners held 1,334 shares of Broadridge worth $217K as of Q1 2026.
- Ameritas Investment Partners bought 1 Broadridge share in Q1 2026, an estimated $190.
- Broadridge made up 0.01% of Ameritas Investment Partners's portfolio in Q1 2026, its #1223 holding.
- Ameritas Investment Partners first reported a position in Broadridge in Q3 2013 and has held it in 51 quarters since.
- Ameritas Investment Partners's Broadridge position peaked at $4.7M in Q1 2018.
- 1,055 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.
Based on Ameritas Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.