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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
Q2 		$2.57M Buy
18,765
+1,727
+10% +$261K 0.05% 323
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 $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 $3.38T AUM 44.17% 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

Callan Family Office's BR Position: Q2 2026 in Review

Callan Family Office increased its Broadridge (BR) stake by 10% in Q2 2026, buying an estimated $261K and bringing the position to 18,765 shares worth $2.57M. The position accounts for 0.05% of the portfolio, ranked #323.

Callan Family Office first reported a position in BR in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.46M in Q4 2025. 1,021 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Callan Family Office held 18,765 shares of Broadridge worth $2.57M as of Q2 2026.
  • Callan Family Office bought 1,727 Broadridge shares in Q2 2026, an estimated $261K.
  • Broadridge made up 0.05% of Callan Family Office's portfolio in Q2 2026, its #323 holding.
  • Callan Family Office first reported a position in Broadridge in Q4 2024 and has held it in 7 quarters since.
  • Callan Family Office's Broadridge position peaked at $3.46M in Q4 2025.
  • 1,021 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.