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Caitong International Asset Management’s Broadridge BR Stock Holding History

Caitong International Asset 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
Q2 		$12.1K Sell
88
-1,153
-93% -$174K ﹤0.01% 1116
2026
Q1 		$202K Buy
1,241
+645
+108% +$123K 0.04% 380
2025
Q4 		$133K Buy
596
+434
+268% +$99K 0.03% 324
2025
Q3 		$38.6K Buy
162
+38
+31% +$9.46K 0.03% 408
2025
Q2 		$30.1K Buy
124
+57
+85% +$13.5K 0.02% 401
2025
Q1 		$16.2K Buy
67
+16
+31% +$3.77K 0.01% 786
2024
Q4 		$11.5K Buy
+51
New +$11.4K 0.01% 928

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

Caitong International Asset Management's BR Position: Q2 2026 in Review

Caitong International Asset Management reduced its Broadridge (BR) stake by 93% in Q2 2026, selling an estimated $174K and leaving 88 shares worth $12.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1116.

Caitong International Asset Management first reported a position in BR in Q4 2024 and has held it in 7 quarters since. The position peaked at $202K in Q1 2026. 1,013 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Caitong International Asset Management held 88 shares of Broadridge worth $12.1K as of Q2 2026.
  • Caitong International Asset Management sold 1,153 Broadridge shares in Q2 2026, an estimated $174K.
  • Broadridge made up ﹤0.01% of Caitong International Asset Management's portfolio in Q2 2026, its #1116 holding.
  • Caitong International Asset Management first reported a position in Broadridge in Q4 2024 and has held it in 7 quarters since.
  • Caitong International Asset Management's Broadridge position peaked at $202K in Q1 2026.
  • 1,013 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Caitong International Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.