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Buckhead Capital Management’s Broadridge BR Stock Holding History

Buckhead Capital Management’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 		$585K Hold
3,599
– – 0.22% 83
2025
Q4 		$803K Buy
3,599
+726
+25% +$166K 0.29% 68
2025
Q3 		$684K Hold
2,873
– – 0.25% 68
2025
Q2 		$698K Sell
2,873
-5,815
-67% -$1.38M 0.27% 70
2025
Q1 		$2.11M Buy
8,688
+194
+2% +$45.7K 0.68% 54
2024
Q4 		$1.92M Sell
8,494
-119
-1% -$26.7K 0.61% 56
2024
Q3 		$1.85M Sell
8,613
-80
-0.9% -$16.7K 0.59% 56
2024
Q2 		$1.71M Hold
8,693
– – 0.58% 57
2024
Q1 		$1.78M Sell
8,693
-17
-0.2% -$3.43K 0.6% 54
2023
Q4 		$1.79M Buy
8,710
+875
+11% +$161K 0.66% 51
2023
Q3 		$1.4M Sell
7,835
-3,410
-30% -$604K 0.58% 52
2023
Q2 		$1.86M Sell
11,245
-3,365
-23% -$509K 0.44% 64
2023
Q1 		$2.14M Buy
14,610
+2,785
+24% +$399K 0.5% 64
2022
Q4 		$1.59M Sell
11,825
-955
-7% -$136K 0.38% 71
2022
Q3 		$1.84M Sell
12,780
-111
-0.9% -$18K 0.48% 65
2022
Q2 		$1.84M Sell
12,891
-855
-6% -$124K 0.46% 64
2022
Q1 		$2.14M Sell
13,746
-150
-1% -$23K 0.46% 62
2021
Q4 		$2.54M Buy
13,896
+1,760
+15% +$309K 0.54% 59
2021
Q3 		$2.02M Sell
12,136
-530
-4% -$90.3K 0.45% 63
2021
Q2 		$2.05M Sell
12,666
-30
-0.2% -$4.79K 0.45% 64
2021
Q1 		$1.94M Sell
12,696
-125
-1% -$18.5K 0.45% 61
2020
Q4 		$1.96M Buy
12,821
+310
+2% +$45K 0.49% 54
2020
Q3 		$1.65M Buy
+12,511
New +$1.67M 0.47% 50

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

Buckhead Capital Management's BR Position: Q1 2026 in Review

Buckhead Capital Management held its Broadridge (BR) position steady in Q1 2026 at 3,599 shares worth $585K. The position accounts for 0.22% of the portfolio, ranked #83.

Buckhead Capital Management first reported a position in BR in Q3 2020 and has held it in 23 quarters since. The position peaked at $2.54M in Q4 2021. 1,054 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • Buckhead Capital Management held 3,599 shares of Broadridge worth $585K as of Q1 2026.
  • Buckhead Capital Management left its Broadridge share count unchanged in Q1 2026.
  • Broadridge made up 0.22% of Buckhead Capital Management's portfolio in Q1 2026, its #83 holding.
  • Buckhead Capital Management first reported a position in Broadridge in Q3 2020 and has held it in 23 quarters since.
  • Buckhead Capital Management's Broadridge position peaked at $2.54M in Q4 2021.
  • 1,054 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Buckhead Capital Management's 13F filing for Q1 2026, filed 8 May 2026.