Aull & Monroe Investment Management’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 | – | Sell |
-976
| Closed | -$218K | – | 127 |
|
|
2025
Q4 | $218K | Hold |
976
| – | – | 0.11% | 116 |
|
|
2025
Q3 | $232K | Sell |
976
-50
| -5% | -$12.5K | 0.12% | 115 |
|
|
2025
Q2 | $249K | Hold |
1,026
| – | – | 0.13% | 110 |
|
|
2025
Q1 | $249K | Hold |
1,026
| – | – | 0.12% | 115 |
|
|
2024
Q4 | $232K | Sell |
1,026
-175
| -15% | -$39.2K | 0.12% | 116 |
|
|
2024
Q3 | $258K | Sell |
1,201
-25
| -2% | -$5.23K | 0.12% | 117 |
|
|
2024
Q2 | $242K | Sell |
1,226
-150
| -11% | -$29.8K | 0.12% | 116 |
|
|
2024
Q1 | $282K | Sell |
1,376
-16
| -1% | -$3.23K | 0.13% | 109 |
|
|
2023
Q4 | $286K | Hold |
1,392
| – | – | 0.14% | 105 |
|
|
2023
Q3 | $249K | Sell |
1,392
-15
| -1% | -$2.66K | 0.13% | 113 |
|
|
2023
Q2 | $233K | Hold |
1,407
| – | – | 0.12% | 117 |
|
|
2023
Q1 | $206K | Buy |
+1,407
| New | +$201K | 0.11% | 130 |
|
|
2022
Q4 | – | Sell |
-1,491
| Closed | -$215K | – | 129 |
|
|
2022
Q3 | $215K | Sell |
1,491
-200
| -12% | -$32.5K | 0.12% | 123 |
|
|
2022
Q2 | $242K | Hold |
1,691
| – | – | 0.12% | 120 |
|
|
2022
Q1 | $263K | Sell |
1,691
-100
| -6% | -$15.3K | 0.12% | 121 |
|
|
2021
Q4 | $328K | Hold |
1,791
| – | – | 0.15% | 109 |
|
|
2021
Q3 | $298K | Hold |
1,791
| – | – | 0.15% | 112 |
|
|
2021
Q2 | $289K | Hold |
1,791
| – | – | 0.14% | 115 |
|
|
2021
Q1 | $275K | Hold |
1,791
| – | – | 0.13% | 112 |
|
|
2020
Q4 | $275K | Sell |
1,791
-25
| -1% | -$3.63K | 0.15% | 110 |
|
|
2020
Q3 | $239K | Sell |
1,816
-250
| -12% | -$33.4K | 0.14% | 113 |
|
|
2020
Q2 | $260K | Buy |
+2,066
| New | +$239K | 0.16% | 112 |
|
|
2020
Q1 | – | Sell |
-2,166
| Closed | -$268K | – | 117 |
|
|
2019
Q4 | $268K | Sell |
2,166
-1
| -0% | -$122 | 0.14% | 115 |
|
|
2019
Q3 | $269K | Sell |
2,167
-75
| -3% | -$9.66K | 0.14% | 113 |
|
|
2019
Q2 | $286K | Sell |
2,242
-144
| -6% | -$17.3K | 0.15% | 108 |
|
|
2019
Q1 | $248K | Sell |
2,386
-325
| -12% | -$32.6K | 0.13% | 115 |
|
|
2018
Q4 | $261K | Sell |
2,711
-253
| -9% | -$27.4K | 0.15% | 109 |
|
|
2018
Q3 | $391K | Hold |
2,964
| – | – | 0.19% | 97 |
|
|
2018
Q2 | $341K | Hold |
2,964
| – | – | 0.18% | 102 |
|
|
2018
Q1 | $325K | Sell |
2,964
-50
| -2% | -$4.96K | 0.17% | 103 |
|
|
2017
Q4 | $273K | Sell |
3,014
-150
| -5% | -$13.1K | 0.14% | 113 |
|
|
2017
Q3 | $256K | Hold |
3,164
| – | – | 0.13% | 118 |
|
|
2017
Q2 | $240K | Hold |
3,164
| – | – | 0.13% | 120 |
|
|
2017
Q1 | $215K | Sell |
3,164
-225
| -7% | -$15.3K | 0.11% | 129 |
|
|
2016
Q4 | $224K | Hold |
3,389
| – | – | 0.13% | 119 |
|
|
2016
Q3 | $229K | Hold |
3,389
| – | – | 0.13% | 116 |
|
|
2016
Q2 | $221K | Sell |
3,389
-113
| -3% | -$7K | 0.13% | 115 |
|
|
2016
Q1 | $208K | Buy |
+3,502
| New | +$191K | 0.12% | 115 |
|
Other funds holding BR
VCM
VPM
Aull & Monroe Investment Management's BR Position: Q1 2026 in Review
Aull & Monroe Investment Management sold out of Broadridge (BR) in Q1 2026, closing a stake of 976 shares — an estimated $218K sold.
Aull & Monroe Investment Management first reported a position in BR in Q1 2016 and held it in 38 quarters. The position peaked at $391K in Q3 2018. 1,055 funds tracked by Wall St. Rank hold BR as of Q1 2026.
- Aull & Monroe Investment Management reported no remaining Broadridge position as of Q1 2026 after selling out during the quarter.
- Aull & Monroe Investment Management sold 976 Broadridge shares in Q1 2026, an estimated $218K.
- Aull & Monroe Investment Management first reported a position in Broadridge in Q1 2016 and held it in 38 quarters.
- Aull & Monroe Investment Management's Broadridge position peaked at $391K in Q3 2018.
- 1,055 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.
Based on Aull & Monroe Investment Management's 13F filing for Q1 2026, filed 21 Apr 2026.