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Applied Finance Capital Management’s Broadridge BR Stock Holding History

Applied Finance Capital 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 		$466K Buy
3,406
+936
+38% +$141K 0.03% 154
2026
Q1 		$401K Buy
2,470
+492
+25% +$93.5K 0.03% 165
2025
Q4 		$441K Buy
+1,978
New +$451K 0.03% 160

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

Applied Finance Capital Management's BR Position: Q2 2026 in Review

Applied Finance Capital Management increased its Broadridge (BR) stake by 38% in Q2 2026, buying an estimated $141K and bringing the position to 3,406 shares worth $466K. The position accounts for 0.03% of the portfolio, ranked #154.

Applied Finance Capital Management first reported a position in BR in Q4 2025 and has held it in 3 quarters since. 1,015 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Applied Finance Capital Management held 3,406 shares of Broadridge worth $466K as of Q2 2026.
  • Applied Finance Capital Management bought 936 Broadridge shares in Q2 2026, an estimated $141K.
  • Broadridge made up 0.03% of Applied Finance Capital Management's portfolio in Q2 2026, its #154 holding.
  • Applied Finance Capital Management first reported a position in Broadridge in Q4 2025 and has held it in 3 quarters since.
  • 1,015 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Applied Finance Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.