BDF Gestion’s Broadridge BR Stock Holding History

BDF Gestion’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 Q3	$1.6M	Sell	9,913 -1,258	-11%	-$206K	0.22%	112
2026 Q2	$3.74M	Sell	11,171 -1,257	-10%	-$190K	0.5%	46
2026 Q1	$2.02M	Hold	12,428	–	–	0.27%	102
2025 Q4	$2.77M	Sell	12,428 -829	-6%	-$189K	0.34%	79
2025 Q3	$3.16M	Sell	13,257 -2,758	-17%	-$687K	0.37%	67
2025 Q2	$3.89M	Sell	16,015 -1,746	-10%	-$415K	0.44%	61
2025 Q1	$4.31M	Hold	17,761	–	–	0.47%	56
2024 Q4	$4.02M	Sell	17,761 -2,308	-12%	-$517K	0.41%	54
2024 Q3	$3.98M	Hold	20,069	–	–	0.43%	62
2024 Q2	$3.95M	Buy	+20,069	New	+$3.98M	0.38%	65

Other funds holding BR

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return

MCM

McRae Capital Management Morristown, New Jersey $540M AUM 15.41% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

BDF Gestion's BR Position: Q3 2026 in Review

BDF Gestion reduced its Broadridge (BR) stake by 11% in Q3 2026, selling an estimated $206K and leaving 9,913 shares worth $1.6M. The position accounts for 0.22% of the portfolio, ranked #112.

BDF Gestion first reported a position in BR in Q2 2024 and has held it in 10 quarters since. The position peaked at $4.31M in Q1 2025. 151 funds tracked by Wall St. Rank hold BR as of Q3 2026.

BDF Gestion held 9,913 shares of Broadridge worth $1.6M as of Q3 2026.
BDF Gestion sold 1,258 Broadridge shares in Q3 2026, an estimated $206K.
Broadridge made up 0.22% of BDF Gestion's portfolio in Q3 2026, its #112 holding.
BDF Gestion first reported a position in Broadridge in Q2 2024 and has held it in 10 quarters since.
BDF Gestion's Broadridge position peaked at $4.31M in Q1 2025.
151 funds tracked by Wall St. Rank held Broadridge as of Q3 2026.

Based on BDF Gestion's 13F filing for Q3 2026, filed 19 Oct 2026.