Campbell & Co Investment Adviser’s Broadridge BR Stock Holding History

Campbell & Co Investment Adviser’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	$4.05M	Sell	29,570 -3,396	-10%	-$513K	0.21%	119
2026 Q1	$5.36M	Buy	+32,966	New	+$6.26M	0.31%	60
2025 Q4	–	Sell	-15,163	Closed	-$3.61M	–	1149
2025 Q3	$3.61M	Buy	+15,163	New	+$3.78M	0.27%	73
2024 Q4	–	Sell	-27,033	Closed	-$5.81M	–	1073
2024 Q3	$5.81M	Buy	+27,033	New	+$5.65M	0.43%	25
2023 Q3	–	Sell	-1,537	Closed	-$255K	–	955
2023 Q2	$255K	Buy	+1,537	New	+$233K	0.05%	724
2022 Q4	–	Sell	-6,536	Closed	-$943K	–	774
2022 Q3	$943K	Buy	+6,536	New	+$1.06M	0.21%	141
2020 Q1	–	Sell	-5,444	Closed	-$673K	–	81
2019 Q4	$673K	Sell	5,444 -3,619	-40%	-$443K	0.21%	139
2019 Q3	$1.13M	Buy	+9,063	New	+$1.17M	0.42%	18
2019 Q1	–	Sell	-3,957	Closed	-$422K	–	513
2018 Q4	$422K	Sell	3,957 -2,794	-41%	-$303K	0.42%	62
2018 Q3	$891K	Buy	+6,751	New	+$857K	0.61%	14

Other funds holding BR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Campbell & Co Investment Adviser's BR Position: Q2 2026 in Review

Campbell & Co Investment Adviser reduced its Broadridge (BR) stake by 10% in Q2 2026, selling an estimated $513K and leaving 29,570 shares worth $4.05M. The position accounts for 0.21% of the portfolio, ranked #119.

Campbell & Co Investment Adviser first reported a position in BR in Q3 2018 and has held it in 10 quarters since. The position peaked at $5.81M in Q3 2024. 1,019 funds tracked by Wall St. Rank hold BR as of Q2 2026.

Campbell & Co Investment Adviser held 29,570 shares of Broadridge worth $4.05M as of Q2 2026.
Campbell & Co Investment Adviser sold 3,396 Broadridge shares in Q2 2026, an estimated $513K.
Broadridge made up 0.21% of Campbell & Co Investment Adviser's portfolio in Q2 2026, its #119 holding.
Campbell & Co Investment Adviser first reported a position in Broadridge in Q3 2018 and has held it in 10 quarters since.
Campbell & Co Investment Adviser's Broadridge position peaked at $5.81M in Q3 2024.
1,019 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Campbell & Co Investment Adviser's 13F filing for Q2 2026, filed 3 Aug 2026.