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Anchor Investment Management’s Broadridge BR Stock Holding History

Anchor Investment Management’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 		$164K Sell
1,200
-300
-20% -$45.3K 0.01% 415
2026
Q1 		$244K Hold
1,500
– – 0.02% 353
2025
Q4 		$335K Hold
1,500
– – 0.03% 305
2025
Q3 		$357K Hold
1,500
– – 0.03% 291
2025
Q2 		$365K Hold
1,500
– – 0.03% 290
2025
Q1 		$364K Hold
1,500
– – 0.03% 291
2024
Q4 		$339K Hold
1,500
– – 0.03% 293
2024
Q3 		$323K Sell
1,500
-40
-3% -$8.37K 0.03% 298
2024
Q2 		$303K Hold
1,540
– – 0.03% 290
2024
Q1 		$315K Hold
1,540
– – 0.03% 292
2023
Q4 		$317K Sell
1,540
-110
-7% -$20.3K 0.04% 287
2023
Q3 		$295K Hold
1,650
– – 0.04% 290
2023
Q2 		$273K Hold
1,650
– – 0.03% 293
2023
Q1 		$242K Hold
1,650
– – 0.03% 316
2022
Q4 		$221K Hold
1,650
– – 0.03% 321
2022
Q3 		$238K Sell
1,650
-18
-1% -$2.92K 0.04% 306
2022
Q2 		$238K Hold
1,668
– – 0.03% 326
2022
Q1 		$260K Buy
1,668
+18
+1% +$2.76K 0.03% 342
2021
Q4 		$302K Hold
1,650
– – 0.04% 322
2021
Q3 		$275K Hold
1,650
– – 0.04% 312
2021
Q2 		$267K Hold
1,650
– – 0.04% 318
2021
Q1 		$253K Hold
1,650
– – 0.04% 307
2020
Q4 		$253K Buy
1,650
+1,200
+267% +$174K 0.05% 264
2020
Q3 		$59.4K Buy
450
+40
+10% +$5.35K 0.01% 421
2020
Q2 		$51.7K Hold
410
– – 0.01% 427
2020
Q1 		$38.9K Buy
+410
New +$46.8K 0.01% 463

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

Anchor Investment Management's BR Position: Q2 2026 in Review

Anchor Investment Management reduced its Broadridge (BR) stake by 20% in Q2 2026, selling an estimated $45.3K and leaving 1,200 shares worth $164K. The position accounts for 0.01% of the portfolio, ranked #415.

Anchor Investment Management first reported a position in BR in Q1 2020 and has held it in 26 quarters since. The position peaked at $365K in Q2 2025. 1,019 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Anchor Investment Management held 1,200 shares of Broadridge worth $164K as of Q2 2026.
  • Anchor Investment Management sold 300 Broadridge shares in Q2 2026, an estimated $45.3K.
  • Broadridge made up 0.01% of Anchor Investment Management's portfolio in Q2 2026, its #415 holding.
  • Anchor Investment Management first reported a position in Broadridge in Q1 2020 and has held it in 26 quarters since.
  • Anchor Investment Management's Broadridge position peaked at $365K in Q2 2025.
  • 1,019 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Anchor Investment Management's 13F filing for Q2 2026, filed 15 Sep 2026.