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 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 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Anchor Investment Management's BR Position: Q1 2026 in Review

Anchor Investment Management held its Broadridge (BR) position steady in Q1 2026 at 1,500 shares worth $244K. The position accounts for 0.02% of the portfolio, ranked #353.

Anchor Investment Management first reported a position in BR in Q1 2020 and has held it in 25 quarters since. The position peaked at $365K in Q2 2025. 1,055 funds tracked by Wall St. Rank hold BR as of Q1 2026.

Anchor Investment Management held 1,500 shares of Broadridge worth $244K as of Q1 2026.
Anchor Investment Management left its Broadridge share count unchanged in Q1 2026.
Broadridge made up 0.02% of Anchor Investment Management's portfolio in Q1 2026, its #353 holding.
Anchor Investment Management first reported a position in Broadridge in Q1 2020 and has held it in 25 quarters since.
Anchor Investment Management's Broadridge position peaked at $365K in Q2 2025.
1,055 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.