Capstone Investment Advisors
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Capstone Investment Advisors’s Broadridge BR Stock Holding History

Capstone Investment Advisors’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 		$223K Buy
+1,629
New +$246K ﹤0.01% 1575
2025
Q1 		– Sell
-2,616
Closed -$591K – 1400
2024
Q4 		$591K Buy
2,616
+1,834
+235% +$411K ﹤0.01% 1253
2024
Q3 		$168K Sell
782
-714
-48% -$149K ﹤0.01% 1625
2024
Q2 		$295K Buy
1,496
+624
+72% +$124K ﹤0.01% 1587
2024
Q1 		$179K Sell
872
-2,198
-72% -$443K ﹤0.01% 2039
2023
Q4 		$632K Buy
3,070
+2,238
+269% +$413K ﹤0.01% 1227
2023
Q3 		$149K Buy
+832
New +$147K ﹤0.01% 1880
2023
Q2 		– Sell
-588
Closed -$89K – 1839
2023
Q1 		$86.2K Buy
+588
New +$84.1K ﹤0.01% 1389
2022
Q2 		– Sell
-2,364
Closed -$343K – 1841
2022
Q1 		$368K Buy
+2,364
New +$363K ﹤0.01% 1556
2021
Q4 		– Sell
-25
Closed -$4.39K – 1860
2021
Q3 		$4K Buy
+25
New +$4.26K ﹤0.01% 1989
2021
Q1 		– Sell
-813
Closed -$120K – 1686
2020
Q4 		$125K Buy
+813
New +$118K ﹤0.01% 1526
2016
Q4 		– Sell
-8,500
Closed -$576K – 930
2016
Q3 		$576K Buy
+8,500
New +$580K 0.01% 492

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

Capstone Investment Advisors's BR Position: Q2 2026 in Review

Capstone Investment Advisors opened a new position in Broadridge (BR) in Q2 2026: 1,629 shares worth $223K. The stake represents ﹤0.01% of the portfolio and ranks #1575 among its holdings. This is a return to the name: Capstone Investment Advisors previously reported a position in BR as recently as Q4 2024.

Capstone Investment Advisors first reported a position in BR in Q3 2016 and has held it in 12 quarters since. The position peaked at $632K in Q4 2023. 1,021 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Capstone Investment Advisors held 1,629 shares of Broadridge worth $223K as of Q2 2026.
  • Broadridge was a new Capstone Investment Advisors position in Q2 2026.
  • Broadridge made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q2 2026, its #1575 holding.
  • Capstone Investment Advisors first reported a position in Broadridge in Q3 2016 and has held it in 12 quarters since.
  • Capstone Investment Advisors's Broadridge position peaked at $632K in Q4 2023.
  • 1,021 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.