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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
Q2 		$268K Buy
1,955
+157
+9% +$23.7K 0.15% 171
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
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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM

Caitlin John's BR Position: Q2 2026 in Review

Caitlin John increased its Broadridge (BR) stake by 8.7% in Q2 2026, buying an estimated $23.7K and bringing the position to 1,955 shares worth $268K. The position accounts for 0.15% of the portfolio, ranked #171.

Caitlin John first reported a position in BR in Q4 2025 and has held it in 3 quarters since. The position peaked at $292K in Q1 2026. 1,017 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Caitlin John held 1,955 shares of Broadridge worth $268K as of Q2 2026.
  • Caitlin John bought 157 Broadridge shares in Q2 2026, an estimated $23.7K.
  • Broadridge made up 0.15% of Caitlin John's portfolio in Q2 2026, its #171 holding.
  • Caitlin John first reported a position in Broadridge in Q4 2025 and has held it in 3 quarters since.
  • Caitlin John's Broadridge position peaked at $292K in Q1 2026.
  • 1,017 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Caitlin John's 13F filing for Q2 2026, filed 17 Aug 2026.