Capital Fund Management (CFM)
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Capital Fund Management (CFM)’s Broadridge BR Stock Holding History

Capital Fund Management (CFM)’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 		$19.5M Buy
142,415
+89,277
+168% +$13.5M 0.09% 329
2026
Q1 		$8.63M Buy
+53,138
New +$10.1M 0.04% 614
2024
Q4 		– Sell
-11,318
Closed -$2.43M – 2035
2024
Q3 		$2.43M Buy
+11,318
New +$2.37M 0.01% 1339
2022
Q1 		– Sell
-12,245
Closed -$2.24M – 1464
2021
Q4 		$2.24M Sell
12,245
-9,535
-44% -$1.68M 0.02% 989
2021
Q3 		$3.63M Buy
21,780
+10,373
+91% +$1.77M 0.03% 699
2021
Q2 		$1.84M Buy
+11,407
New +$1.82M 0.01% 967
2020
Q1 		– Sell
-5,864
Closed -$724K – 1573
2019
Q4 		$724K Buy
+5,864
New +$717K 0.01% 1233
2019
Q2 		– Sell
-7,191
Closed -$866K – 1609
2019
Q1 		$746K Sell
7,191
-63,371
-90% -$6.36M 0.01% 1123
2018
Q4 		$6.79M Buy
70,562
+3,793
+6% +$411K 0.06% 419
2018
Q3 		$8.81M Buy
66,769
+53,936
+420% +$6.85M 0.05% 535
2018
Q2 		$1.48M Buy
12,833
+10,805
+533% +$1.22M 0.01% 1201
2018
Q1 		$222K Buy
+2,028
New +$201K ﹤0.01% 1730
2016
Q2 		– Sell
-108,297
Closed -$6.42M – 1536
2016
Q1 		$6.42M Sell
108,297
-82,942
-43% -$4.52M 0.06% 361
2015
Q4 		$10.3M Buy
191,239
+157,339
+464% +$8.82M 0.11% 256
2015
Q3 		$1.88M Buy
33,900
+10,924
+48% +$587K 0.02% 641
2015
Q2 		$1.15M Buy
+22,976
New +$1.22M 0.01% 791
2015
Q1 		– Sell
-35,353
Closed -$1.63M – 1452
2014
Q4 		$1.63M Buy
35,353
+4,400
+14% +$192K 0.02% 753
2014
Q3 		$1.29M Buy
30,953
+25,626
+481% +$1.07M 0.01% 833
2014
Q2 		$222K Sell
5,327
-51,528
-91% -$2.02M ﹤0.01% 1541
2014
Q1 		$2.11M Buy
+56,855
New +$2.13M 0.03% 672

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

Capital Fund Management (CFM)'s BR Position: Q2 2026 in Review

Capital Fund Management (CFM) increased its Broadridge (BR) stake by 168% in Q2 2026, buying an estimated $13.5M and bringing the position to 142,415 shares worth $19.5M. The position accounts for 0.09% of the portfolio, ranked #329.

Capital Fund Management (CFM) first reported a position in BR in Q1 2014 and has held it in 20 quarters since. 1,021 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Capital Fund Management (CFM) held 142,415 shares of Broadridge worth $19.5M as of Q2 2026.
  • Capital Fund Management (CFM) bought 89,277 Broadridge shares in Q2 2026, an estimated $13.5M.
  • Broadridge made up 0.09% of Capital Fund Management (CFM)'s portfolio in Q2 2026, its #329 holding.
  • Capital Fund Management (CFM) first reported a position in Broadridge in Q1 2014 and has held it in 20 quarters since.
  • 1,021 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Capital Fund Management (CFM)'s 13F filing for Q2 2026, filed 13 Aug 2026.