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Ancora Advisors’s Broadridge BR Stock Holding History

Ancora Advisors’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 		$555K Buy
4,054
+3,169
+358% +$479K 0.01% 525
2026
Q1 		$144K Buy
885
+507
+134% +$96.3K ﹤0.01% 805
2025
Q4 		$84.4K Buy
378
+377
+37,700% +$86K ﹤0.01% 972
2025
Q3 		$238 Hold
1
– – ﹤0.01% 1889
2025
Q2 		$243 Hold
1
– – ﹤0.01% 1885
2025
Q1 		$242 Hold
1
– – ﹤0.01% 1688
2024
Q4 		$226 Hold
1
– – ﹤0.01% 1726
2024
Q3 		$215 Buy
+1
New +$209 ﹤0.01% 1696
2018
Q4 		– Sell
-152
Closed -$20K – 683
2018
Q3 		$20K Buy
+152
New +$19.3K ﹤0.01% 1069

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

Ancora Advisors's BR Position: Q2 2026 in Review

Ancora Advisors increased its Broadridge (BR) stake by 358% in Q2 2026, buying an estimated $479K and bringing the position to 4,054 shares worth $555K. The position accounts for 0.01% of the portfolio, ranked #525.

Ancora Advisors first reported a position in BR in Q3 2018 and has held it in 9 quarters since. 1,017 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Ancora Advisors held 4,054 shares of Broadridge worth $555K as of Q2 2026.
  • Ancora Advisors bought 3,169 Broadridge shares in Q2 2026, an estimated $479K.
  • Broadridge made up 0.01% of Ancora Advisors's portfolio in Q2 2026, its #525 holding.
  • Ancora Advisors first reported a position in Broadridge in Q3 2018 and has held it in 9 quarters since.
  • 1,017 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.