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Bruce G. Allen Investments’s Broadridge BR Stock Holding History

Bruce G. Allen Investments’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 		$42.1K Buy
259
+57
+28% +$10.8K 0.03% 289
2025
Q4 		$45.1K Sell
202
-10
-5% -$2.28K 0.03% 272
2025
Q3 		$50.5K Sell
212
-4
-2% -$996 0.04% 261
2025
Q2 		$52.5K Sell
216
-2
-0.9% -$475 0.04% 249
2025
Q1 		$52.9K Sell
218
-1
-0.5% -$235 0.04% 238
2024
Q4 		$49.5K Sell
219
-2
-0.9% -$448 0.04% 260
2024
Q3 		$47.5K Sell
221
-182
-45% -$38.1K 0.04% 273
2024
Q2 		$79.4K Sell
403
-15
-4% -$2.98K 0.07% 178
2024
Q1 		$85.6K Buy
418
+8
+2% +$1.61K 0.07% 171
2023
Q4 		$84.4K Buy
+410
New +$75.6K 0.08% 170

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

Bruce G. Allen Investments's BR Position: Q1 2026 in Review

Bruce G. Allen Investments increased its Broadridge (BR) stake by 28% in Q1 2026, buying an estimated $10.8K and bringing the position to 259 shares worth $42.1K. The position accounts for 0.03% of the portfolio, ranked #289.

Bruce G. Allen Investments first reported a position in BR in Q4 2023 and has held it in 10 quarters since. The position peaked at $85.6K in Q1 2024. 1,056 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • Bruce G. Allen Investments held 259 shares of Broadridge worth $42.1K as of Q1 2026.
  • Bruce G. Allen Investments bought 57 Broadridge shares in Q1 2026, an estimated $10.8K.
  • Broadridge made up 0.03% of Bruce G. Allen Investments's portfolio in Q1 2026, its #289 holding.
  • Bruce G. Allen Investments first reported a position in Broadridge in Q4 2023 and has held it in 10 quarters since.
  • Bruce G. Allen Investments's Broadridge position peaked at $85.6K in Q1 2024.
  • 1,056 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Bruce G. Allen Investments's 13F filing for Q1 2026, filed 8 May 2026.