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 Q2	$211K	Hold	1,544	–	–	0.13%	81
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 $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

Campion Asset Management's BR Position: Q2 2026 in Review

Campion Asset Management held its Broadridge (BR) position steady in Q2 2026 at 1,544 shares worth $211K. The position accounts for 0.13% of the portfolio, ranked #81.

Campion Asset Management first reported a position in BR in Q1 2021 and has held it in 21 quarters since. The position peaked at $380K in Q2 2025. 1,017 funds tracked by Wall St. Rank hold BR as of Q2 2026.

Campion Asset Management held 1,544 shares of Broadridge worth $211K as of Q2 2026.
Campion Asset Management left its Broadridge share count unchanged in Q2 2026.
Broadridge made up 0.13% of Campion Asset Management's portfolio in Q2 2026, its #81 holding.
Campion Asset Management first reported a position in Broadridge in Q1 2021 and has held it in 21 quarters since.
Campion Asset Management's Broadridge position peaked at $380K in Q2 2025.
1,017 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Campion Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.