BOCM
BR icon

Bontempo Ohly Capital Management’s Broadridge BR Stock Holding History

Bontempo Ohly Capital Management’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 		$3.05M Buy
22,250
+524
+2% +$79.1K 1.3% 24
2026
Q1 		$3.53M Buy
21,726
+2,831
+15% +$538K 1.59% 23
2025
Q4 		$4.22M Buy
18,895
+62
+0.3% +$14.1K 1.82% 17
2025
Q3 		$4.49M Buy
18,833
+55
+0.3% +$13.7K 1.94% 16
2025
Q2 		$4.56M Sell
18,778
-10
-0.1% -$2.38K 2.07% 14
2025
Q1 		$4.56M Buy
+18,788
New +$4.42M 2.2% 12

Other funds holding BR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM

Bontempo Ohly Capital Management's BR Position: Q2 2026 in Review

Bontempo Ohly Capital Management increased its Broadridge (BR) stake by 2.4% in Q2 2026, buying an estimated $79.1K and bringing the position to 22,250 shares worth $3.05M. The position accounts for 1.3% of the portfolio, ranked #24.

Bontempo Ohly Capital Management first reported a position in BR in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.56M in Q2 2025. 1,019 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Bontempo Ohly Capital Management held 22,250 shares of Broadridge worth $3.05M as of Q2 2026.
  • Bontempo Ohly Capital Management bought 524 Broadridge shares in Q2 2026, an estimated $79.1K.
  • Broadridge made up 1.3% of Bontempo Ohly Capital Management's portfolio in Q2 2026, its #24 holding.
  • Bontempo Ohly Capital Management first reported a position in Broadridge in Q1 2025 and has held it in 6 quarters since.
  • Bontempo Ohly Capital Management's Broadridge position peaked at $4.56M in Q2 2025.
  • 1,019 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Bontempo Ohly Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.