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Ceera Investments’s Broadridge BR Stock Holding History

Ceera Investments’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 		$3.24M Buy
+23,694
New +$3.58M 1.38% 25
2022
Q3 		– Sell
-15,122
Closed -$2.16M – 70
2022
Q2 		$2.16M Hold
15,122
– – 1.23% 31
2022
Q1 		$2.35M Sell
15,122
-40
-0.3% -$6.14K 1.17% 32
2021
Q4 		$2.77M Sell
15,162
-30
-0.2% -$5.27K 1.44% 32
2021
Q3 		$2.53M Hold
15,192
– – 1.39% 31
2021
Q2 		$2.45M Hold
15,192
– – 1.86% 26
2021
Q1 		$2.33M Buy
+15,192
New +$2.24M 1.89% 25

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

Ceera Investments's BR Position: Q2 2026 in Review

Ceera Investments opened a new position in Broadridge (BR) in Q2 2026: 23,694 shares worth $3.24M. The stake represents 1.38% of the portfolio and ranks #25 among its holdings. This is a return to the name: Ceera Investments previously reported a position in BR as recently as Q2 2022.

Ceera Investments first reported a position in BR in Q1 2021 and has held it in 7 quarters since. 1,017 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Ceera Investments held 23,694 shares of Broadridge worth $3.24M as of Q2 2026.
  • Broadridge was a new Ceera Investments position in Q2 2026.
  • Broadridge made up 1.38% of Ceera Investments's portfolio in Q2 2026, its #25 holding.
  • Ceera Investments first reported a position in Broadridge in Q1 2021 and has held it in 7 quarters since.
  • 1,017 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Ceera Investments's 13F filing for Q2 2026, filed 6 Aug 2026.