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Atlas Brown’s Broadridge BR Stock Holding History

Atlas Brown’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
Q3 		$219K Buy
+1,361
New +$222K 0.06% 226
2026
Q2 		– Sell
-1,370
Closed -$223K – 239
2026
Q1 		$223K Buy
1,370
+6
+0.4% +$1.14K 0.07% 211
2025
Q4 		$304K Buy
1,364
+5
+0.4% +$1.14K 0.09% 181
2025
Q3 		$324K Buy
1,359
+1
+0.1% +$249 0.1% 175
2025
Q2 		$330K Hold
1,358
– – 0.11% 173
2025
Q1 		$329K Hold
1,358
– – 0.12% 166
2024
Q4 		$307K Buy
1,358
+1
+0.1% +$224 0.11% 165
2024
Q3 		$292K Buy
1,357
+1
+0.1% +$209 0.1% 170
2024
Q2 		$267K Buy
1,356
+3
+0.2% +$595 0.1% 173
2024
Q1 		$277K Buy
1,353
+1
+0.1% +$202 0.1% 170
2023
Q4 		$278K Hold
1,352
– – 0.12% 157
2023
Q3 		$242K Hold
1,352
– – 0.11% 159
2023
Q2 		$224K Buy
+1,352
New +$205K 0.1% 173
2022
Q2 		– Sell
-1,350
Closed -$210K – 176
2022
Q1 		$210K Hold
1,350
– – 0.09% 173
2021
Q4 		$247K Hold
1,350
– – 0.1% 166
2021
Q3 		$225K Hold
1,350
– – 0.1% 164
2021
Q2 		$218K Hold
1,350
– – 0.09% 168
2021
Q1 		$207K Hold
1,350
– – 0.1% 165
2020
Q4 		$207K Buy
+1,350
New +$196K 0.11% 156
2018
Q3 		– Sell
-2,650
Closed -$311K – 145
2018
Q2 		$311K Hold
2,650
– – 0.07% 118
2018
Q1 		$291K Hold
2,650
– – 0.05% 122
2017
Q4 		$255K Sell
2,650
-102
-4% -$8.9K 0.05% 127
2017
Q3 		$222K Buy
+2,752
New +$212K 0.05% 124

Other funds holding BR

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
LJHT
Laurie J. Hall Trustee $314M AUM 27.43% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
BAM
Bell Asset Management Melbourne, Australia $277M AUM 2.32% 1-Year Est. Return
TFP
Tilia Fiduciary Partners Wilmington, North Carolina $217M AUM 27.78% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Atlas Brown's BR Position: Q3 2026 in Review

Atlas Brown opened a new position in Broadridge (BR) in Q3 2026: 1,361 shares worth $219K. The stake represents 0.06% of the portfolio and ranks #226 among its holdings. This is a return to the name: Atlas Brown previously reported a position in BR as recently as Q1 2026.

Atlas Brown first reported a position in BR in Q3 2017 and has held it in 23 quarters since. The position peaked at $330K in Q2 2025. 42 funds tracked by Wall St. Rank hold BR as of Q3 2026.

  • Atlas Brown held 1,361 shares of Broadridge worth $219K as of Q3 2026.
  • Broadridge was a new Atlas Brown position in Q3 2026.
  • Broadridge made up 0.06% of Atlas Brown's portfolio in Q3 2026, its #226 holding.
  • Atlas Brown first reported a position in Broadridge in Q3 2017 and has held it in 23 quarters since.
  • Atlas Brown's Broadridge position peaked at $330K in Q2 2025.
  • 42 funds tracked by Wall St. Rank held Broadridge as of Q3 2026.

Based on Atlas Brown's 13F filing for Q3 2026, filed 9 Oct 2026.