Caitlin John’s Broadridge BR Stock Holding History

Caitlin John’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	$292K	Buy	1,798 +541	+43%	+$103K	0.18%	113
2025 Q4	$281K	Buy	+1,257	New	+$287K	0.18%	138

Other funds holding BR

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Caitlin John's BR Position: Q1 2026 in Review

Caitlin John increased its Broadridge (BR) stake by 43% in Q1 2026, buying an estimated $103K and bringing the position to 1,798 shares worth $292K. The position accounts for 0.18% of the portfolio, ranked #113.

Caitlin John first reported a position in BR in Q4 2025 and has held it in 2 quarters since. 1,054 funds tracked by Wall St. Rank hold BR as of Q1 2026.

Caitlin John held 1,798 shares of Broadridge worth $292K as of Q1 2026.
Caitlin John bought 541 Broadridge shares in Q1 2026, an estimated $103K.
Broadridge made up 0.18% of Caitlin John's portfolio in Q1 2026, its #113 holding.
Caitlin John first reported a position in Broadridge in Q4 2025 and has held it in 2 quarters since.
1,054 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Caitlin John's 13F filing for Q1 2026, filed 13 May 2026.