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Boreal Capital Management’s Broadridge BR Stock Holding History

Boreal 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 		$27.8K Hold
170
– – 0.02% 226
2025
Q4 		$38.1K Hold
170
– – 0.03% 218
2025
Q3 		$40.7K Hold
170
– – 0.03% 224
2025
Q2 		$41.5K Buy
+170
New +$40.4K 0.03% 222

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

Boreal Capital Management's BR Position: Q1 2026 in Review

Boreal Capital Management held its Broadridge (BR) position steady in Q1 2026 at 170 shares worth $27.8K. The position accounts for 0.02% of the portfolio, ranked #226.

Boreal Capital Management first reported a position in BR in Q2 2025 and has held it in 4 quarters since. The position peaked at $41.5K in Q2 2025. 1,055 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • Boreal Capital Management held 170 shares of Broadridge worth $27.8K as of Q1 2026.
  • Boreal Capital Management left its Broadridge share count unchanged in Q1 2026.
  • Broadridge made up 0.02% of Boreal Capital Management's portfolio in Q1 2026, its #226 holding.
  • Boreal Capital Management first reported a position in Broadridge in Q2 2025 and has held it in 4 quarters since.
  • Boreal Capital Management's Broadridge position peaked at $41.5K in Q2 2025.
  • 1,055 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Boreal Capital Management's 13F filing for Q1 2026, filed 14 May 2026.