Atom Investors’s Broadridge BR Stock Holding History

Atom Investors’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	$1.06M	Buy	7,739 +6,397	+477%	+$966K	0.09%	339
2026 Q1	$218K	Buy	+1,342	New	+$255K	0.02%	601
2023 Q2	–	Sell	-1,477	Closed	-$216K	–	302
2023 Q1	$216K	Buy	+1,477	New	+$211K	0.12%	200

Other funds holding BR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Atom Investors's BR Position: Q2 2026 in Review

Atom Investors increased its Broadridge (BR) stake by 477% in Q2 2026, buying an estimated $966K and bringing the position to 7,739 shares worth $1.06M. The position accounts for 0.09% of the portfolio, ranked #339.

Atom Investors first reported a position in BR in Q1 2023 and has held it in 3 quarters since. 1,019 funds tracked by Wall St. Rank hold BR as of Q2 2026.

Atom Investors held 7,739 shares of Broadridge worth $1.06M as of Q2 2026.
Atom Investors bought 6,397 Broadridge shares in Q2 2026, an estimated $966K.
Broadridge made up 0.09% of Atom Investors's portfolio in Q2 2026, its #339 holding.
Atom Investors first reported a position in Broadridge in Q1 2023 and has held it in 3 quarters since.
1,019 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Atom Investors's 13F filing for Q2 2026, filed 14 Aug 2026.