Atria Investments’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.56M | Sell |
15,777
-10,749
| -41% | -$2.04M | 0.03% | 603 |
|
|
2025
Q4 | $5.92M | Sell |
26,526
-2,446
| -8% | -$558K | 0.07% | 330 |
|
|
2025
Q3 | $6.9M | Sell |
28,972
-797
| -3% | -$198K | 0.08% | 283 |
|
|
2025
Q2 | $7.23M | Sell |
29,769
-1,342
| -4% | -$319K | 0.09% | 273 |
|
|
2025
Q1 | $7.54M | Sell |
31,111
-684
| -2% | -$161K | 0.1% | 243 |
|
|
2024
Q4 | $7.19M | Buy |
31,795
+2,157
| +7% | +$483K | 0.09% | 256 |
|
|
2024
Q3 | $6.37M | Buy |
29,638
+2,610
| +10% | +$546K | 0.08% | 288 |
|
|
2024
Q2 | $5.32M | Buy |
27,028
+1,954
| +8% | +$388K | 0.07% | 313 |
|
|
2024
Q1 | $5.14M | Buy |
25,074
+2,657
| +12% | +$536K | 0.07% | 334 |
|
|
2023
Q4 | $4.61M | Buy |
22,417
+3,781
| +20% | +$698K | 0.07% | 318 |
|
|
2023
Q3 | $3.34M | Buy |
18,636
+811
| +5% | +$144K | 0.06% | 395 |
|
|
2023
Q2 | $2.95M | Sell |
17,825
-164
| -0.9% | -$24.8K | 0.05% | 422 |
|
|
2023
Q1 | $2.64M | Buy |
17,989
+8,841
| +97% | +$1.27M | 0.05% | 444 |
|
|
2022
Q4 | $1.23M | Sell |
9,148
-1,365
| -13% | -$194K | 0.03% | 680 |
|
|
2022
Q3 | $1.52M | Sell |
10,513
-440
| -4% | -$71.4K | 0.03% | 577 |
|
|
2022
Q2 | $1.56M | Sell |
10,953
-1,600
| -13% | -$232K | 0.03% | 584 |
|
|
2022
Q1 | $1.96M | Buy |
12,553
+1,297
| +12% | +$199K | 0.03% | 581 |
|
|
2021
Q4 | $2.06M | Buy |
11,256
+543
| +5% | +$95.4K | 0.04% | 554 |
|
|
2021
Q3 | $1.78M | Buy |
10,713
+412
| +4% | +$70.2K | 0.03% | 575 |
|
|
2021
Q2 | $1.66M | Sell |
10,301
-54
| -0.5% | -$8.63K | 0.03% | 580 |
|
|
2021
Q1 | $1.58M | Buy |
10,355
+95
| +0.9% | +$14K | 0.04% | 540 |
|
|
2020
Q4 | $1.57M | Sell |
10,260
-4,155
| -29% | -$603K | 0.04% | 498 |
|
|
2020
Q3 | $1.9M | Buy |
14,415
+393
| +3% | +$52.5K | 0.06% | 354 |
|
|
2020
Q2 | $1.77M | Sell |
14,022
-363
| -3% | -$42K | 0.06% | 341 |
|
|
2020
Q1 | $1.36M | Buy |
14,385
+1,115
| +8% | +$127K | 0.1% | 181 |
|
|
2019
Q4 | $1.64M | Buy |
13,270
+4,114
| +45% | +$503K | 0.04% | 376 |
|
|
2019
Q3 | $1.14M | Sell |
9,156
-964
| -10% | -$124K | 0.04% | 376 |
|
|
2019
Q2 | $1.27M | Buy |
10,120
+7,679
| +315% | +$925K | 0.05% | 337 |
|
|
2019
Q1 | $253K | Buy |
+2,441
| New | +$245K | 0.01% | 768 |
|
|
2018
Q4 | – | Sell |
-1,837
| Closed | -$242K | – | 888 |
|
|
2018
Q3 | $242K | Buy |
+1,837
| New | +$233K | 0.01% | 854 |
|
|
2014
Q2 | – | Sell |
-14,505
| Closed | -$539K | – | 421 |
|
|
2014
Q1 | $539K | Sell |
14,505
-454
| -3% | -$17K | 0.05% | 278 |
|
|
2013
Q4 | $591K | Sell |
14,959
-1,835
| -11% | -$66.3K | 0.06% | 265 |
|
|
2013
Q3 | $533K | Buy |
16,794
+737
| +5% | +$21.9K | 0.06% | 269 |
|
|
2013
Q2 | $427K | Buy |
+16,057
| New | +$413K | 0.05% | 209 |
|
Other funds holding BR
VCM
VPM
Atria Investments's BR Position: Q1 2026 in Review
Atria Investments reduced its Broadridge (BR) stake by 41% in Q1 2026, selling an estimated $2.04M and leaving 15,777 shares worth $2.56M. The position accounts for 0.03% of the portfolio, ranked #603.
Atria Investments first reported a position in BR in Q2 2013 and has held it in 34 quarters since. The position peaked at $7.54M in Q1 2025. 1,054 funds tracked by Wall St. Rank hold BR as of Q1 2026.
- Atria Investments held 15,777 shares of Broadridge worth $2.56M as of Q1 2026.
- Atria Investments sold 10,749 Broadridge shares in Q1 2026, an estimated $2.04M.
- Broadridge made up 0.03% of Atria Investments's portfolio in Q1 2026, its #603 holding.
- Atria Investments first reported a position in Broadridge in Q2 2013 and has held it in 34 quarters since.
- Atria Investments's Broadridge position peaked at $7.54M in Q1 2025.
- 1,054 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.
Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.