Bank of America
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Bank of America’s Broadridge BR Stock Holding History

Bank of America’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
2020
Q3 		– Sell
-500,000
Closed -$63.1M – 6894
2020
Q2 		$63.1M Hold
500,000
– – 0.01% 905
2020
Q1 		$47.4M Buy
+500,000
New +$57M 0.01% 978
2014
Q4 		– Sell
-400
Closed -$17K – 7681
2014
Q3 		$17K Buy
400
+200
+100% +$8.31K ﹤0.01% 7121
2014
Q2 		$8K Buy
200
+100
+100% +$3.92K ﹤0.01% 7527
2014
Q1 		$4K Buy
+100
New +$3.75K ﹤0.01% 7400
2013
Q4 		– Sell
-100
Closed -$3K – 7885
2013
Q3 		$3K Buy
+100
New +$2.97K ﹤0.01% 7526

Other funds holding BR

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Bank of America's BR Position: Q1 2026 in Review

Bank of America reduced its Broadridge (BR) stake by 19% in Q1 2026, selling an estimated $26.1M and leaving 568,358 shares worth $92.3M. The position accounts for 0.01% of the portfolio, ranked #1173.

Bank of America first reported a position in BR in Q2 2013 and has held it in 52 quarters since. The position peaked at $207M in Q2 2025. 1,059 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • Bank of America held 568,358 shares of Broadridge worth $92.3M as of Q1 2026.
  • Bank of America sold 137,235 Broadridge shares in Q1 2026, an estimated $26.1M.
  • Broadridge made up 0.01% of Bank of America's portfolio in Q1 2026, its #1173 holding.
  • Bank of America first reported a position in Broadridge in Q2 2013 and has held it in 52 quarters since.
  • Bank of America's Broadridge position peaked at $207M in Q2 2025.
  • 1,059 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.