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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
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 $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Bontempo Ohly Capital Management's BR Position: Q1 2026 in Review

Bontempo Ohly Capital Management increased its Broadridge (BR) stake by 15% in Q1 2026, buying an estimated $538K and bringing the position to 21,726 shares worth $3.53M. The position accounts for 1.59% of the portfolio, ranked #23.

Bontempo Ohly Capital Management first reported a position in BR in Q1 2025 and has held it in 5 quarters since. The position peaked at $4.56M in Q2 2025. 1,056 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • Bontempo Ohly Capital Management held 21,726 shares of Broadridge worth $3.53M as of Q1 2026.
  • Bontempo Ohly Capital Management bought 2,831 Broadridge shares in Q1 2026, an estimated $538K.
  • Broadridge made up 1.59% of Bontempo Ohly Capital Management's portfolio in Q1 2026, its #23 holding.
  • Bontempo Ohly Capital Management first reported a position in Broadridge in Q1 2025 and has held it in 5 quarters since.
  • Bontempo Ohly Capital Management's Broadridge position peaked at $4.56M in Q2 2025.
  • 1,056 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Bontempo Ohly Capital Management's 13F filing for Q1 2026, filed 15 May 2026.