Atwater Malick’s Broadridge BR Stock Holding History

Atwater Malick’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	–	Sell	-1,349	Closed	-$301K	–	102
2025 Q4	$301K	Sell	1,349 -37	-3%	-$8.44K	0.08%	70
2025 Q3	$330K	Sell	1,386 -49	-3%	-$12.2K	0.1%	65
2025 Q2	$349K	Buy	1,435 +244	+20%	+$58K	0.11%	63
2025 Q1	$289K	Buy	+1,191	New	+$280K	0.1%	67

Other funds holding BR

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Atwater Malick's BR Position: Q1 2026 in Review

Atwater Malick sold out of Broadridge (BR) in Q1 2026, closing a stake of 1,349 shares — an estimated $301K sold.

Atwater Malick first reported a position in BR in Q1 2025 and held it in 4 quarters. The position peaked at $349K in Q2 2025. 1,054 funds tracked by Wall St. Rank hold BR as of Q1 2026.

Atwater Malick reported no remaining Broadridge position as of Q1 2026 after selling out during the quarter.
Atwater Malick sold 1,349 Broadridge shares in Q1 2026, an estimated $301K.
Atwater Malick first reported a position in Broadridge in Q1 2025 and held it in 4 quarters.
Atwater Malick's Broadridge position peaked at $349K in Q2 2025.
1,054 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Atwater Malick's 13F filing for Q1 2026, filed 22 Apr 2026.