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Callan Family Office’s Broadridge BR Stock Holding History

Callan Family Office’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 		$2.77M Buy
17,038
+1,531
+10% +$291K 0.06% 287
2025
Q4 		$3.46M Buy
15,507
+8,863
+133% +$2.02M 0.07% 242
2025
Q3 		$1.58M Sell
6,644
-147
-2% -$36.6K 0.05% 298
2025
Q2 		$1.65M Buy
6,791
+1,288
+23% +$306K 0.05% 300
2025
Q1 		$1.33M Sell
5,503
-3
-0.1% -$706 0.1% 174
2024
Q4 		$1.24M Buy
+5,506
New +$1.23M 0.08% 211

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

Callan Family Office's BR Position: Q1 2026 in Review

Callan Family Office increased its Broadridge (BR) stake by 9.9% in Q1 2026, buying an estimated $291K and bringing the position to 17,038 shares worth $2.77M. The position accounts for 0.06% of the portfolio, ranked #287.

Callan Family Office first reported a position in BR in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.46M in Q4 2025. 1,055 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • Callan Family Office held 17,038 shares of Broadridge worth $2.77M as of Q1 2026.
  • Callan Family Office bought 1,531 Broadridge shares in Q1 2026, an estimated $291K.
  • Broadridge made up 0.06% of Callan Family Office's portfolio in Q1 2026, its #287 holding.
  • Callan Family Office first reported a position in Broadridge in Q4 2024 and has held it in 6 quarters since.
  • Callan Family Office's Broadridge position peaked at $3.46M in Q4 2025.
  • 1,055 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.