Bridgewater Advisors’s Broadridge BR Stock Holding History

Bridgewater Advisors’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	$511K	Buy	3,614 +53	+1%	+$10.1K	0.03%	243
2025 Q4	$729K	Buy	3,561 +15	+0.4%	+$3.42K	0.05%	190
2025 Q3	$768K	Buy	3,546 +7	+0.2%	+$1.74K	0.05%	172
2025 Q2	$878K	Buy	3,539 +25	+0.7%	+$5.94K	0.07%	152
2025 Q1	$842K	Buy	+3,514	New	+$827K	0.07%	137
2022 Q3	–	Sell	-3,251	Closed	-$463K	–	141
2022 Q2	$463K	Sell	3,251 -68	-2%	-$9.87K	0.1%	142
2022 Q1	$517K	Buy	3,319 +68	+2%	+$10.4K	0.13%	139
2021 Q4	$594K	Hold	3,251	–	–	0.13%	134
2021 Q3	$542K	Hold	3,251	–	–	0.15%	133
2021 Q2	$525K	Hold	3,251	–	–	0.17%	133
2021 Q1	$517K	Buy	+3,251	New	+$480K	0.26%	89

Other funds holding BR

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bridgewater Advisors's BR Position: Q1 2026 in Review

Bridgewater Advisors increased its Broadridge (BR) stake by 1.5% in Q1 2026, buying an estimated $10.1K and bringing the position to 3,614 shares worth $511K. The position accounts for 0.03% of the portfolio, ranked #243.

Bridgewater Advisors first reported a position in BR in Q1 2021 and has held it in 11 quarters since. The position peaked at $878K in Q2 2025. 1,054 funds tracked by Wall St. Rank hold BR as of Q1 2026.

Bridgewater Advisors held 3,614 shares of Broadridge worth $511K as of Q1 2026.
Bridgewater Advisors bought 53 Broadridge shares in Q1 2026, an estimated $10.1K.
Broadridge made up 0.03% of Bridgewater Advisors's portfolio in Q1 2026, its #243 holding.
Bridgewater Advisors first reported a position in Broadridge in Q1 2021 and has held it in 11 quarters since.
Bridgewater Advisors's Broadridge position peaked at $878K in Q2 2025.
1,054 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Bridgewater Advisors's 13F filing for Q1 2026, filed 14 May 2026.