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Boyar Asset Management’s Broadridge BR Stock Holding History

Boyar Asset 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 		$1.15M Hold
7,053
– – 0.65% 41
2025
Q4 		$1.57M Sell
7,053
-129
-2% -$29.4K 1% 26
2025
Q3 		$1.71M Hold
7,182
– – 1.08% 21
2025
Q2 		$1.75M Buy
7,182
+1
+0% +$238 1.14% 21
2025
Q1 		$1.74M Hold
7,181
– – 1.26% 18
2024
Q4 		$1.62M Buy
7,181
+1
+0% +$224 1.07% 25
2024
Q3 		$1.54M Hold
7,180
– – 0.99% 27
2024
Q2 		$1.41M Buy
7,180
+1
+0% +$198 0.97% 28
2024
Q1 		$1.47M Sell
7,179
-51
-0.7% -$10.3K 0.96% 30
2023
Q4 		$1.49M Sell
7,230
-80
-1% -$14.8K 1.12% 25
2023
Q3 		$1.31M Sell
7,310
-299
-4% -$53K 1.03% 30
2023
Q2 		$1.26M Sell
7,609
-66
-0.9% -$9.99K 0.93% 31
2023
Q1 		$1.12M Sell
7,675
-99
-1% -$14.2K 0.87% 32
2022
Q4 		$1.04M Sell
7,774
-290
-4% -$41.2K 0.85% 29
2022
Q3 		$1.16M Buy
8,064
+301
+4% +$48.9K 0.96% 30
2022
Q2 		$1.11M Sell
7,763
-300
-4% -$43.5K 0.91% 31
2022
Q1 		$1.25M Hold
8,063
– – 0.81% 32
2021
Q4 		$1.47M Sell
8,063
-100
-1% -$17.6K 0.89% 31
2021
Q3 		$1.36M Hold
8,163
– – 0.9% 31
2021
Q2 		$1.32M Sell
8,163
-412
-5% -$65.8K 0.85% 35
2021
Q1 		$1.31M Sell
8,575
-201
-2% -$29.7K 0.89% 33
2020
Q4 		$1.34M Sell
8,776
-1,409
-14% -$204K 1.01% 30
2020
Q3 		$1.34M Buy
10,185
+604
+6% +$80.8K 1.13% 27
2020
Q2 		$1.21M Sell
9,581
-440
-4% -$51K 1.12% 27
2020
Q1 		$950K Sell
10,021
-427
-4% -$48.7K 1.06% 27
2019
Q4 		$1.29M Sell
10,448
-884
-8% -$108K 0.93% 33
2019
Q3 		$1.41M Buy
11,332
+101
+0.9% +$13K 1.07% 33
2019
Q2 		$1.43M Sell
11,231
-100
-0.9% -$12K 1.06% 34
2019
Q1 		$1.18M Sell
11,331
-51
-0.4% -$5.12K 0.88% 35
2018
Q4 		$1.1M Hold
11,382
– – 0.9% 36
2018
Q3 		$1.5M Hold
11,382
– – 1.02% 35
2018
Q2 		$1.31M Sell
11,382
-280
-2% -$31.6K 0.96% 36
2018
Q1 		$1.28M Hold
11,662
– – 0.93% 36
2017
Q4 		$1.06M Sell
11,662
-278
-2% -$24.3K 0.75% 39
2017
Q3 		$965K Sell
11,940
-760
-6% -$58.5K 0.72% 41
2017
Q2 		$960K Sell
12,700
-604
-5% -$43.6K 0.71% 43
2017
Q1 		$904K Sell
13,304
-602
-4% -$40.8K 0.67% 44
2016
Q4 		$922K Buy
13,906
+302
+2% +$19.6K 0.92% 41
2016
Q3 		$922K Sell
13,604
-120
-0.9% -$8.19K 0.73% 44
2016
Q2 		$895K Sell
13,724
-301
-2% -$18.6K 0.71% 43
2016
Q1 		$832K Hold
14,025
– – 0.65% 46
2015
Q4 		$754K Hold
14,025
– – 0.6% 46
2015
Q3 		$776K Hold
14,025
– – 0.66% 45
2015
Q2 		$701K Sell
14,025
-100
-0.7% -$5.33K 0.54% 47
2015
Q1 		$777K Hold
14,125
– – 0.59% 44
2014
Q4 		$652K Sell
14,125
-202
-1% -$8.84K 0.51% 47
2014
Q3 		$596K Hold
14,327
– – 0.46% 54
2014
Q2 		$597K Hold
14,327
– – 0.47% 54
2014
Q1 		$532K Hold
14,327
– – 0.43% 55
2013
Q4 		$566K Hold
14,327
– – 0.47% 52
2013
Q3 		$455K Sell
14,327
-101
-0.7% -$3K 0.44% 50
2013
Q2 		$383K Buy
+14,428
New +$371K 0.38% 53

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

Boyar Asset Management's BR Position: Q1 2026 in Review

Boyar Asset Management held its Broadridge (BR) position steady in Q1 2026 at 7,053 shares worth $1.15M. The position accounts for 0.65% of the portfolio, ranked #41.

Boyar Asset Management first reported a position in BR in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.75M in Q2 2025. 1,054 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • Boyar Asset Management held 7,053 shares of Broadridge worth $1.15M as of Q1 2026.
  • Boyar Asset Management left its Broadridge share count unchanged in Q1 2026.
  • Broadridge made up 0.65% of Boyar Asset Management's portfolio in Q1 2026, its #41 holding.
  • Boyar Asset Management first reported a position in Broadridge in Q2 2013 and has held it in 52 quarters since.
  • Boyar Asset Management's Broadridge position peaked at $1.75M in Q2 2025.
  • 1,054 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Boyar Asset Management's 13F filing for Q1 2026, filed 8 May 2026.