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
2019
Q4 		– Sell
-15,400
Closed -$1.92M – 1827
2019
Q3 		$1.92M Buy
15,400
+12,500
+431% +$1.61M 0.02% 809
2019
Q2 		$370K Sell
2,900
-5,700
-66% -$686K ﹤0.01% 1311
2019
Q1 		$892K Sell
8,600
-39,000
-82% -$3.91M 0.01% 1069
2018
Q4 		$4.58M Sell
47,600
-29,000
-38% -$3.14M 0.04% 539
2018
Q3 		$10.1M Buy
76,600
+31,400
+69% +$3.99M 0.06% 489
2018
Q2 		$5.2M Buy
45,200
+16,000
+55% +$1.81M 0.03% 722
2018
Q1 		$3.2M Buy
+29,200
New +$2.9M 0.02% 836

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
Jupiter Topco
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. 1,022 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.
  • 1,022 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.