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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Atom Investors's BR Position: Q1 2026 in Review

Atom Investors opened a new position in Broadridge (BR) in Q1 2026: 1,342 shares worth $218K. The stake represents 0.02% of the portfolio and ranks #601 among its holdings. This is a return to the name: Atom Investors previously reported a position in BR as recently as Q1 2023.

Atom Investors first reported a position in BR in Q1 2023 and has held it in 2 quarters since. 1,057 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • Atom Investors held 1,342 shares of Broadridge worth $218K as of Q1 2026.
  • Broadridge was a new Atom Investors position in Q1 2026.
  • Broadridge made up 0.02% of Atom Investors's portfolio in Q1 2026, its #601 holding.
  • Atom Investors first reported a position in Broadridge in Q1 2023 and has held it in 2 quarters since.
  • 1,057 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Atom Investors's 13F filing for Q1 2026, filed 15 May 2026.