BFS
BR icon

Bradley Foster & Sargent’s Broadridge BR Stock Holding History

Bradley Foster & Sargent’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 		$513K Buy
3,749
+74
+2% +$11.2K 0.01% 405
2026
Q1 		$597K Hold
3,675
– – 0.01% 366
2025
Q4 		$820K Hold
3,675
– – 0.01% 322
2025
Q3 		$875K Hold
3,675
– – 0.01% 314
2025
Q2 		$893K Buy
3,675
+753
+26% +$179K 0.01% 304
2025
Q1 		$708K Sell
2,922
-36
-1% -$8.47K 0.01% 305
2024
Q4 		$669K Hold
2,958
– – 0.01% 324
2024
Q3 		$636K Hold
2,958
– – 0.01% 333
2024
Q2 		$583K Sell
2,958
-10
-0.3% -$1.98K 0.01% 336
2024
Q1 		$608K Buy
2,968
+24
+0.8% +$4.84K 0.01% 329
2023
Q4 		$606K Sell
2,944
-1
-0% -$184 0.01% 333
2023
Q3 		$488K Hold
2,945
– – 0.01% 342
2023
Q2 		$488K Buy
2,945
+60
+2% +$9.08K 0.01% 342
2023
Q1 		$423K Sell
2,885
-2
-0.1% -$286 0.01% 347
2022
Q4 		$387K Hold
2,887
– – 0.01% 350
2022
Q3 		$417K Hold
2,887
– – 0.01% 334
2022
Q2 		$412K Sell
2,887
-61
-2% -$8.85K 0.01% 346
2022
Q1 		$459K Buy
2,948
+335
+13% +$51.4K 0.01% 357
2021
Q4 		$478K Buy
2,613
+299
+13% +$52.6K 0.01% 335
2021
Q3 		$386K Buy
2,314
+2
+0.1% +$341 0.01% 333
2021
Q2 		$373K Buy
+2,312
New +$370K 0.01% 336
2018
Q4 		– Sell
-1,580
Closed -$208K – 345
2018
Q3 		$208K Sell
1,580
-700
-31% -$88.8K 0.01% 355
2018
Q2 		$262K Hold
2,280
– – 0.01% 337
2018
Q1 		$250K Buy
2,280
+65
+3% +$6.46K 0.01% 327
2017
Q4 		$201K Buy
+2,215
New +$193K 0.01% 340

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

Bradley Foster & Sargent's BR Position: Q2 2026 in Review

Bradley Foster & Sargent increased its Broadridge (BR) stake by 2% in Q2 2026, buying an estimated $11.2K and bringing the position to 3,749 shares worth $513K. The position accounts for 0.01% of the portfolio, ranked #405.

Bradley Foster & Sargent first reported a position in BR in Q4 2017 and has held it in 25 quarters since. The position peaked at $893K in Q2 2025. 1,017 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Bradley Foster & Sargent held 3,749 shares of Broadridge worth $513K as of Q2 2026.
  • Bradley Foster & Sargent bought 74 Broadridge shares in Q2 2026, an estimated $11.2K.
  • Broadridge made up 0.01% of Bradley Foster & Sargent's portfolio in Q2 2026, its #405 holding.
  • Bradley Foster & Sargent first reported a position in Broadridge in Q4 2017 and has held it in 25 quarters since.
  • Bradley Foster & Sargent's Broadridge position peaked at $893K in Q2 2025.
  • 1,017 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Bradley Foster & Sargent's 13F filing for Q2 2026, filed 14 Aug 2026.