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Catalyst Funds Management’s Broadridge BR Stock Holding History

Catalyst Funds Management’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 		$1.18M Buy
+8,600
New +$1.3M 0.07% 269
2026
Q1 		– Sell
-900
Closed -$201K – 598
2025
Q4 		$201K Buy
+900
New +$205K 0.05% 297
2024
Q4 		– Sell
-900
Closed -$194K – 448
2024
Q3 		$194K Buy
+900
New +$188K 0.04% 301

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

Catalyst Funds Management's BR Position: Q2 2026 in Review

Catalyst Funds Management opened a new position in Broadridge (BR) in Q2 2026: 8,600 shares worth $1.18M. The stake represents 0.07% of the portfolio and ranks #269 among its holdings. This is a return to the name: Catalyst Funds Management previously reported a position in BR as recently as Q4 2025.

Catalyst Funds Management first reported a position in BR in Q3 2024 and has held it in 3 quarters since. 1,017 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Catalyst Funds Management held 8,600 shares of Broadridge worth $1.18M as of Q2 2026.
  • Broadridge was a new Catalyst Funds Management position in Q2 2026.
  • Broadridge made up 0.07% of Catalyst Funds Management's portfolio in Q2 2026, its #269 holding.
  • Catalyst Funds Management first reported a position in Broadridge in Q3 2024 and has held it in 3 quarters since.
  • 1,017 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Catalyst Funds Management's 13F filing for Q2 2026, filed 10 Aug 2026.