Board of the Pension Protection Fund’s Broadridge BR Stock Holding History

Board of the Pension Protection Fund’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 Q2	$68.5K	Sell	500 -5,500	-92%	-$831K	0.06%	101
2026 Q1	$975K	Buy	6,000 +5,900	+5,900%	+$1.12M	0.9%	59
2025 Q4	$22.3K	Buy	+100	New	+$22.8K	0.02%	221
2025 Q3	–	Sell	-5,700	Closed	-$1.39M	–	154
2025 Q2	$1.39M	Buy	5,700 +2,600	+84%	+$618K	1.5%	27
2025 Q1	$752K	Buy	3,100 +2,600	+520%	+$612K	0.86%	58
2024 Q4	$113K	Buy	+500	New	+$112K	0.13%	123

Other funds holding BR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JIM

Jensen Investment Management Lake Oswego, Oregon $4.13B AUM 8.88% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SIC

Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return

Board of the Pension Protection Fund's BR Position: Q2 2026 in Review

Board of the Pension Protection Fund reduced its Broadridge (BR) stake by 92% in Q2 2026, selling an estimated $831K and leaving 500 shares worth $68.5K. The position accounts for 0.06% of the portfolio, ranked #101.

Board of the Pension Protection Fund first reported a position in BR in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.39M in Q2 2025. 514 funds tracked by Wall St. Rank hold BR as of Q2 2026.

Board of the Pension Protection Fund held 500 shares of Broadridge worth $68.5K as of Q2 2026.
Board of the Pension Protection Fund sold 5,500 Broadridge shares in Q2 2026, an estimated $831K.
Broadridge made up 0.06% of Board of the Pension Protection Fund's portfolio in Q2 2026, its #101 holding.
Board of the Pension Protection Fund first reported a position in Broadridge in Q4 2024 and has held it in 6 quarters since.
Board of the Pension Protection Fund's Broadridge position peaked at $1.39M in Q2 2025.
514 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Board of the Pension Protection Fund's 13F filing for Q2 2026, filed 7 Aug 2026.