Capital International Investors
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Capital International Investors’s Broadridge BR Stock Holding History

Capital International Investors’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 		– Sell
-297,785
Closed -$48.4M – 451
2026
Q1 		$48.4M Sell
297,785
-531,823
-64% -$101M 0.01% 334
2025
Q4 		$185M Sell
829,608
-58,323
-7% -$13.3M 0.03% 247
2025
Q3 		$211M Sell
887,931
-618,112
-41% -$154M 0.03% 229
2025
Q2 		$366M Sell
1,506,043
-23,918
-2% -$5.68M 0.06% 184
2025
Q1 		$371M Sell
1,529,961
-400,451
-21% -$94.2M 0.07% 179
2024
Q4 		$436M Sell
1,930,412
-821,197
-30% -$184M 0.08% 171
2024
Q3 		$591M Sell
2,751,609
-644,501
-19% -$135M 0.11% 153
2024
Q2 		$669M Buy
3,396,110
+334,127
+11% +$66.3M 0.14% 139
2024
Q1 		$627M Buy
3,061,983
+7,970
+0.3% +$1.61M 0.13% 147
2023
Q4 		$628M Sell
3,054,013
-845,500
-22% -$156M 0.14% 146
2023
Q3 		$698M Buy
3,899,513
+187,292
+5% +$33.2M 0.18% 127
2023
Q2 		$615M Buy
3,712,221
+943,718
+34% +$143M 0.15% 146
2023
Q1 		$406M Buy
+2,768,503
New +$396M 0.1% 176

Other funds holding BR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Capital International Investors's BR Position: Q2 2026 in Review

Capital International Investors sold out of Broadridge (BR) in Q2 2026, closing a stake of 297,785 shares — an estimated $48.4M sold.

Capital International Investors first reported a position in BR in Q1 2023 and held it in 13 quarters. The position peaked at $698M in Q3 2023. 809 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Capital International Investors reported no remaining Broadridge position as of Q2 2026 after selling out during the quarter.
  • Capital International Investors sold 297,785 Broadridge shares in Q2 2026, an estimated $48.4M.
  • Capital International Investors first reported a position in Broadridge in Q1 2023 and held it in 13 quarters.
  • Capital International Investors's Broadridge position peaked at $698M in Q3 2023.
  • 809 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Capital International Investors's 13F filing for Q2 2026, filed 12 Aug 2026.