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Burney Company’s Broadridge BR Stock Holding History

Burney Company’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 		$2.62M Buy
19,160
+38
+0.2% +$5.74K 0.07% 207
2026
Q1 		$3.11M Sell
19,122
-123
-0.6% -$23.4K 0.1% 175
2025
Q4 		$4.29M Buy
19,245
+108
+0.6% +$24.6K 0.13% 151
2025
Q3 		$4.56M Sell
19,137
-565
-3% -$141K 0.15% 144
2025
Q2 		$4.79M Sell
19,702
-417
-2% -$99.1K 0.16% 136
2025
Q1 		$4.88M Sell
20,119
-124
-0.6% -$29.2K 0.18% 124
2024
Q4 		$4.58M Buy
20,243
+294
+1% +$65.9K 0.16% 141
2024
Q3 		$4.29M Sell
19,949
-381
-2% -$79.7K 0.15% 148
2024
Q2 		$4.01M Sell
20,330
-113
-0.6% -$22.4K 0.15% 152
2024
Q1 		$4.19M Buy
20,443
+751
+4% +$151K 0.16% 152
2023
Q4 		$4.05M Sell
19,692
-20
-0.1% -$3.69K 0.17% 151
2023
Q3 		$3.53M Buy
19,712
+145
+0.7% +$25.7K 0.17% 155
2023
Q2 		$3.24M Sell
19,567
-114
-0.6% -$17.3K 0.15% 168
2023
Q1 		$2.88M Sell
19,681
-25
-0.1% -$3.58K 0.14% 180
2022
Q4 		$2.64M Sell
19,706
-260
-1% -$36.9K 0.13% 175
2022
Q3 		$2.88M Sell
19,966
-193
-1% -$31.3K 0.16% 163
2022
Q2 		$2.87M Buy
20,159
+20
+0.1% +$2.9K 0.15% 163
2022
Q1 		$3.14M Sell
20,139
-75
-0.4% -$11.5K 0.14% 177
2021
Q4 		$3.7M Sell
20,214
-503
-2% -$88.4K 0.16% 164
2021
Q3 		$3.45M Buy
20,717
+64
+0.3% +$10.9K 0.16% 161
2021
Q2 		$3.34M Buy
20,653
+52
+0.3% +$8.31K 0.16% 171
2021
Q1 		$3.15M Buy
20,601
+687
+3% +$101K 0.16% 169
2020
Q4 		$3.05M Sell
19,914
-4,380
-18% -$635K 0.17% 162
2020
Q3 		$3.21M Sell
24,294
-286
-1% -$38.2K 0.2% 148
2020
Q2 		$3.1M Sell
24,580
-170
-0.7% -$19.7K 0.2% 145
2020
Q1 		$2.35M Sell
24,750
-570
-2% -$65K 0.18% 150
2019
Q4 		$3.13M Buy
25,320
+5,220
+26% +$638K 0.17% 149
2019
Q3 		$2.5M Sell
20,100
-20
-0.1% -$2.58K 0.15% 171
2019
Q2 		$2.57M Sell
20,120
-294
-1% -$35.4K 0.16% 172
2019
Q1 		$2.12M Buy
20,414
+947
+5% +$95K 0.13% 185
2018
Q4 		$1.87M Buy
19,467
+920
+5% +$99.6K 0.13% 185
2018
Q3 		$2.45M Sell
18,547
-215
-1% -$27.3K 0.15% 174
2018
Q2 		$2.16M Sell
18,762
-150
-0.8% -$16.9K 0.13% 187
2018
Q1 		$2.07M Buy
18,912
+180
+1% +$17.9K 0.13% 185
2017
Q4 		$1.7M Buy
18,732
+155
+0.8% +$13.5K 0.1% 203
2017
Q3 		$1.5M Sell
18,577
-160
-0.9% -$12.3K 0.1% 197
2017
Q2 		$1.41M Buy
18,737
+480
+3% +$34.6K 0.09% 200
2017
Q1 		$1.24M Buy
18,257
+815
+5% +$55.3K 0.08% 200
2016
Q4 		$1.16M Buy
17,442
+50
+0.3% +$3.25K 0.08% 195
2016
Q3 		$1.21M Buy
17,392
+3,050
+21% +$208K 0.09% 191
2016
Q2 		$935K Buy
14,342
+38
+0.3% +$2.35K 0.07% 208
2016
Q1 		$848K Buy
14,304
+675
+5% +$36.8K 0.06% 217
2015
Q4 		$746K Buy
13,629
+530
+4% +$29.7K 0.06% 220
2015
Q3 		$725K Buy
13,099
+212
+2% +$11.4K 0.06% 214
2015
Q2 		$644K Buy
12,887
+667
+5% +$35.5K 0.04% 245
2015
Q1 		$672K Buy
12,220
+1,166
+11% +$59.2K 0.05% 249
2014
Q4 		$510K Buy
11,054
+5,560
+101% +$243K 0.04% 271
2014
Q3 		$229K Hold
5,494
– – 0.02% 369
2014
Q2 		$229K Hold
5,494
– – 0.02% 379
2014
Q1 		$204K Sell
5,494
-200
-4% -$7.5K 0.02% 389
2013
Q4 		$225K Buy
+5,694
New +$206K 0.02% 391

Other funds holding BR

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $965M AUM 10.64% 1-Year Est. Return
MCM
McRae Capital Management Morristown, New Jersey $508M AUM 14.21% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return

Burney Company's BR Position: Q2 2026 in Review

Burney Company increased its Broadridge (BR) stake by 0.2% in Q2 2026, buying an estimated $5.74K and bringing the position to 19,160 shares worth $2.62M. The position accounts for 0.07% of the portfolio, ranked #207.

Burney Company first reported a position in BR in Q4 2013 and has held it in 51 quarters since. The position peaked at $4.88M in Q1 2025. 132 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Burney Company held 19,160 shares of Broadridge worth $2.62M as of Q2 2026.
  • Burney Company bought 38 Broadridge shares in Q2 2026, an estimated $5.74K.
  • Broadridge made up 0.07% of Burney Company's portfolio in Q2 2026, its #207 holding.
  • Burney Company first reported a position in Broadridge in Q4 2013 and has held it in 51 quarters since.
  • Burney Company's Broadridge position peaked at $4.88M in Q1 2025.
  • 132 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.