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Aquatic Capital Management’s Broadridge BR Stock Holding History

Aquatic 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 		$3.69M Buy
26,944
+20,838
+341% +$3.15M 0.13% 205
2026
Q1 		$992K Sell
6,106
-4,836
-44% -$919K 0.03% 567
2025
Q4 		$2.44M Buy
+10,942
New +$2.5M 0.07% 337
2025
Q1 		– Sell
-10,586
Closed -$2.39M – 1277
2024
Q4 		$2.39M Buy
+10,586
New +$2.37M 0.06% 334
2024
Q2 		– Sell
-800
Closed -$164K – 1251
2024
Q1 		$164K Sell
800
-3,000
-79% -$605K 0.01% 810
2023
Q4 		$782K Buy
+3,800
New +$701K 0.02% 526
2023
Q1 		– Sell
-10,100
Closed -$1.35M – 1291
2022
Q4 		$1.35M Buy
10,100
+6,000
+146% +$852K 0.1% 252
2022
Q3 		$592K Buy
+4,100
New +$665K 0.06% 373
2022
Q1 		– Sell
-2,000
Closed -$366K – 1111
2021
Q4 		$366K Buy
+2,000
New +$352K 0.71% 8

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

Aquatic Capital Management's BR Position: Q2 2026 in Review

Aquatic Capital Management increased its Broadridge (BR) stake by 341% in Q2 2026, buying an estimated $3.15M and bringing the position to 26,944 shares worth $3.69M. The position accounts for 0.13% of the portfolio, ranked #205.

Aquatic Capital Management first reported a position in BR in Q4 2021 and has held it in 9 quarters since. 1,017 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Aquatic Capital Management held 26,944 shares of Broadridge worth $3.69M as of Q2 2026.
  • Aquatic Capital Management bought 20,838 Broadridge shares in Q2 2026, an estimated $3.15M.
  • Broadridge made up 0.13% of Aquatic Capital Management's portfolio in Q2 2026, its #205 holding.
  • Aquatic Capital Management first reported a position in Broadridge in Q4 2021 and has held it in 9 quarters since.
  • 1,017 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Aquatic Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.