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Aspect Partners’s Broadridge BR Stock Holding History

Aspect Partners’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 		– Sell
-6
Closed -$975 – 685
2026
Q1 		$975 Hold
6
– – ﹤0.01% 606
2025
Q4 		$1.34K Hold
6
– – ﹤0.01% 612
2025
Q3 		$1.43K Buy
+6
New +$1.49K ﹤0.01% 632

Other funds holding BR

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $965M AUM 10.64% 1-Year Est. Return
LA
LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return
MCM
McRae Capital Management Morristown, New Jersey $508M AUM 14.21% 1-Year Est. Return

Aspect Partners's BR Position: Q2 2026 in Review

Aspect Partners sold out of Broadridge (BR) in Q2 2026, closing a stake of 6 shares — an estimated $975 sold.

Aspect Partners first reported a position in BR in Q3 2025 and held it in 3 quarters. The position peaked at $1.43K in Q3 2025. 236 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Aspect Partners reported no remaining Broadridge position as of Q2 2026 after selling out during the quarter.
  • Aspect Partners sold 6 Broadridge shares in Q2 2026, an estimated $975.
  • Aspect Partners first reported a position in Broadridge in Q3 2025 and held it in 3 quarters.
  • Aspect Partners's Broadridge position peaked at $1.43K in Q3 2025.
  • 236 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Aspect Partners's 13F filing for Q2 2026, filed 16 Jul 2026.