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Bridgewater Associates’s Broadridge BR Stock Holding History

Bridgewater Associates’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 		$4.9M Buy
+35,752
New +$5.4M 0.02% 488
2026
Q1 		– Sell
-21,352
Closed -$4.77M – 1025
2025
Q4 		$4.77M Buy
21,352
+12,543
+142% +$2.86M 0.02% 547
2025
Q3 		$2.1M Buy
+8,809
New +$2.19M 0.01% 715
2023
Q1 		– Sell
-24,822
Closed -$3.33M – 738
2022
Q4 		$3.33M Buy
+24,822
New +$3.53M 0.02% 442
2022
Q3 		– Sell
-36,170
Closed -$5.16M – 889
2022
Q2 		$5.16M Buy
36,170
+9,834
+37% +$1.43M 0.02% 483
2022
Q1 		$4.1M Buy
26,336
+14,021
+114% +$2.15M 0.02% 518
2021
Q4 		$2.25M Buy
12,315
+10,772
+698% +$1.89M 0.01% 446
2021
Q3 		$257K Buy
+1,543
New +$263K ﹤0.01% 653

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

Bridgewater Associates's BR Position: Q2 2026 in Review

Bridgewater Associates opened a new position in Broadridge (BR) in Q2 2026: 35,752 shares worth $4.9M. The stake represents 0.02% of the portfolio and ranks #488 among its holdings. This is a return to the name: Bridgewater Associates previously reported a position in BR as recently as Q4 2025.

Bridgewater Associates first reported a position in BR in Q3 2021 and has held it in 8 quarters since. The position peaked at $5.16M in Q2 2022. 1,011 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Bridgewater Associates held 35,752 shares of Broadridge worth $4.9M as of Q2 2026.
  • Broadridge was a new Bridgewater Associates position in Q2 2026.
  • Broadridge made up 0.02% of Bridgewater Associates's portfolio in Q2 2026, its #488 holding.
  • Bridgewater Associates first reported a position in Broadridge in Q3 2021 and has held it in 8 quarters since.
  • Bridgewater Associates's Broadridge position peaked at $5.16M in Q2 2022.
  • 1,011 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Bridgewater Associates's 13F filing for Q2 2026, filed 14 Aug 2026.