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BG
BDF Gestion’s
Broadridge
BR
Stock Holding History
BDF Gestion’s Portfolio
BR Stock Details
BR Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
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
CIM
Confluence Investment Management
St. Louis, Missouri
$6.4B AUM
9.79%
1-Year Est. Return
FAM
Fenimore Asset Management
Cobleskill, New York
$4.83B AUM
9.09%
1-Year Est. Return
Swedbank
Stockholm, Sweden
$116B AUM
46.87%
1-Year Est. Return
BST
Bath Savings Trust
Bath, Maine
$965M AUM
10.64%
1-Year Est. Return
YIH
Y-Intercept (HK)
Hong Kong
$5.05B AUM
17.89%
1-Year Est. Return
DLA
Douglas Lane & Associates
New York
$7.37B AUM
21.9%
1-Year Est. Return
CGH
Crossmark Global Holdings
Houston, Texas
$7.71B AUM
37.66%
1-Year Est. Return
Handelsbanken Fonder
Stockholm, Sweden
$35.1B AUM
47.76%
1-Year Est. Return
AC
Addenda Capital
Montreal, Quebec, Canada
$3.68B AUM
32.88%
1-Year Est. Return
LJHT
Laurie J. Hall Trustee
$322M AUM
33.73%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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