Campion Asset Management’s Broadridge BR Stock Holding History

Campion 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 Q1	$251K	Sell	1,544 -21	-1%	-$3.99K	0.17%	73
2025 Q4	$349K	Hold	1,565	–	–	0.24%	60
2025 Q3	$373K	Hold	1,565	–	–	0.26%	60
2025 Q2	$380K	Hold	1,565	–	–	0.29%	57
2025 Q1	$379K	Hold	1,565	–	–	0.29%	61
2024 Q4	$354K	Sell	1,565 -75	-5%	-$16.8K	0.27%	63
2024 Q3	$353K	Sell	1,640 -95	-5%	-$19.9K	0.26%	67
2024 Q2	$342K	Hold	1,735	–	–	0.27%	67
2024 Q1	$355K	Hold	1,735	–	–	0.27%	69
2023 Q4	$357K	Hold	1,735	–	–	0.3%	67
2023 Q3	$311K	Hold	1,735	–	–	0.29%	69
2023 Q2	$287K	Hold	1,735	–	–	0.26%	78
2023 Q1	$254K	Buy	+1,735	New	+$248K	0.24%	79
2022 Q4	–	Sell	-1,410	Closed	-$203K	–	90
2022 Q3	$203K	Hold	1,410	–	–	0.21%	82
2022 Q2	$201K	Hold	1,410	–	–	0.2%	89
2022 Q1	$220K	Hold	1,410	–	–	0.19%	88
2021 Q4	$258K	Hold	1,410	–	–	0.21%	84
2021 Q3	$235K	Hold	1,410	–	–	0.21%	90
2021 Q2	$228K	Sell	1,410 -240	-15%	-$38.4K	0.19%	88
2021 Q1	$253K	Buy	+1,650	New	+$244K	0.19%	84

Other funds holding BR

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Campion Asset Management's BR Position: Q1 2026 in Review

Campion Asset Management reduced its Broadridge (BR) stake by 1.3% in Q1 2026, selling an estimated $3.99K and leaving 1,544 shares worth $251K. The position accounts for 0.17% of the portfolio, ranked #73.

Campion Asset Management first reported a position in BR in Q1 2021 and has held it in 20 quarters since. The position peaked at $380K in Q2 2025. 1,054 funds tracked by Wall St. Rank hold BR as of Q1 2026.

Campion Asset Management held 1,544 shares of Broadridge worth $251K as of Q1 2026.
Campion Asset Management sold 21 Broadridge shares in Q1 2026, an estimated $3.99K.
Broadridge made up 0.17% of Campion Asset Management's portfolio in Q1 2026, its #73 holding.
Campion Asset Management first reported a position in Broadridge in Q1 2021 and has held it in 20 quarters since.
Campion Asset Management's Broadridge position peaked at $380K in Q2 2025.
1,054 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Campion Asset Management's 13F filing for Q1 2026, filed 14 May 2026.