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Brooklyn Investment Group’s Broadridge BR Stock Holding History

Brooklyn Investment Group’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 		$933K Buy
5,744
+3,665
+176% +$696K 0.03% 605
2025
Q4 		$473K Buy
2,079
+846
+69% +$193K 0.02% 706
2025
Q3 		$295K Sell
1,233
-48
-4% -$12K 0.04% 437
2025
Q2 		$311K Buy
1,281
+507
+66% +$120K 0.04% 427
2025
Q1 		$188K Buy
774
+109
+16% +$25.7K 0.04% 355
2024
Q4 		$150K Buy
665
+3
+0.5% +$672 0.04% 286
2024
Q3 		$142K Buy
+662
New +$138K 0.05% 290

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Brooklyn Investment Group's BR Position: Q1 2026 in Review

Brooklyn Investment Group increased its Broadridge (BR) stake by 176% in Q1 2026, buying an estimated $696K and bringing the position to 5,744 shares worth $933K. The position accounts for 0.03% of the portfolio, ranked #605.

Brooklyn Investment Group first reported a position in BR in Q3 2024 and has held it in 7 quarters since. 1,061 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • Brooklyn Investment Group held 5,744 shares of Broadridge worth $933K as of Q1 2026.
  • Brooklyn Investment Group bought 3,665 Broadridge shares in Q1 2026, an estimated $696K.
  • Broadridge made up 0.03% of Brooklyn Investment Group's portfolio in Q1 2026, its #605 holding.
  • Brooklyn Investment Group first reported a position in Broadridge in Q3 2024 and has held it in 7 quarters since.
  • 1,061 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Brooklyn Investment Group's 13F filing for Q1 2026, filed 29 Apr 2026.