CSP
BR icon

Cary Street Partners’s Broadridge BR Stock Holding History

Cary Street Partners’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 		$63K Sell
460
-31
-6% -$4.68K ﹤0.01% 1034
2026
Q1 		$79.8K Sell
491
-237
-33% -$45K ﹤0.01% 916
2025
Q4 		$162K Buy
728
+79
+12% +$18K ﹤0.01% 869
2025
Q3 		$155K Buy
649
+28
+5% +$6.97K ﹤0.01% 830
2025
Q2 		$151K Buy
621
+156
+34% +$37.1K ﹤0.01% 814
2025
Q1 		$113K Sell
465
-472
-50% -$111K ﹤0.01% 801
2024
Q4 		$212K Buy
+937
New +$210K 0.01% 704

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 $3.37T AUM 44.26% 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

Cary Street Partners's BR Position: Q2 2026 in Review

Cary Street Partners reduced its Broadridge (BR) stake by 6.3% in Q2 2026, selling an estimated $4.68K and leaving 460 shares worth $63K. The position accounts for ﹤0.01% of the portfolio, ranked #1034.

Cary Street Partners first reported a position in BR in Q4 2024 and has held it in 7 quarters since. The position peaked at $212K in Q4 2024. 1,013 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Cary Street Partners held 460 shares of Broadridge worth $63K as of Q2 2026.
  • Cary Street Partners sold 31 Broadridge shares in Q2 2026, an estimated $4.68K.
  • Broadridge made up ﹤0.01% of Cary Street Partners's portfolio in Q2 2026, its #1034 holding.
  • Cary Street Partners first reported a position in Broadridge in Q4 2024 and has held it in 7 quarters since.
  • Cary Street Partners's Broadridge position peaked at $212K in Q4 2024.
  • 1,013 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Cary Street Partners's 13F filing for Q2 2026, filed 17 Jul 2026.