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
2024
Q3 		– Sell
-12,400
Closed -$2.44M – 1981
2024
Q2 		$2.44M Buy
12,400
+1,600
+15% +$317K 0.01% 1290
2024
Q1 		$2.21M Buy
+10,800
New +$2.18M 0.01% 1393
2019
Q3 		– Sell
-2,600
Closed -$332K – 1673
2019
Q2 		$332K Sell
2,600
-2,800
-52% -$337K ﹤0.01% 1342
2019
Q1 		$560K Sell
5,400
-17,900
-77% -$1.8M 0.01% 1206
2018
Q4 		$2.24M Sell
23,300
-55,600
-70% -$6.02M 0.02% 803
2018
Q3 		$10.4M Sell
78,900
-2,400
-3% -$305K 0.06% 473
2018
Q2 		$9.36M Buy
81,300
+40,700
+100% +$4.59M 0.05% 508
2018
Q1 		$4.45M Buy
+40,600
New +$4.03M 0.03% 731

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.