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 $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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Fund Management (CFM)'s BR Position: Q1 2026 in Review

Capital Fund Management (CFM) opened a new position in Broadridge (BR) in Q1 2026: 53,138 shares worth $8.63M. The stake represents 0.04% of the portfolio and ranks #614 among its holdings. This is a return to the name: Capital Fund Management (CFM) previously reported a position in BR as recently as Q3 2024.

Capital Fund Management (CFM) first reported a position in BR in Q1 2014 and has held it in 19 quarters since. The position peaked at $10.3M in Q4 2015. 1,057 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • Capital Fund Management (CFM) held 53,138 shares of Broadridge worth $8.63M as of Q1 2026.
  • Broadridge was a new Capital Fund Management (CFM) position in Q1 2026.
  • Broadridge made up 0.04% of Capital Fund Management (CFM)'s portfolio in Q1 2026, its #614 holding.
  • Capital Fund Management (CFM) first reported a position in Broadridge in Q1 2014 and has held it in 19 quarters since.
  • Capital Fund Management (CFM)'s Broadridge position peaked at $10.3M in Q4 2015.
  • 1,057 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Capital Fund Management (CFM)'s 13F filing for Q1 2026, filed 14 May 2026.