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Chad R. Baker’s Broadridge BR Stock Holding History

Chad R. Baker’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
Q3 		$3.64M Buy
22,610
+11,530
+104% +$1.88M 0.6% 39
2026
Q2 		$1.52M Buy
+11,080
New +$1.67M 0.24% 48

Other funds holding BR

Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return
Bath Savings Trust
Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return

Chad R. Baker's BR Position: Q3 2026 in Review

Chad R. Baker increased its Broadridge (BR) stake by 104% in Q3 2026, buying an estimated $1.88M and bringing the position to 22,610 shares worth $3.64M. The position accounts for 0.6% of the portfolio, ranked #39.

Chad R. Baker first reported a position in BR in Q2 2026 and has held it in 2 quarters since. 243 funds tracked by Wall St. Rank hold BR as of Q3 2026.

  • Chad R. Baker held 22,610 shares of Broadridge worth $3.64M as of Q3 2026.
  • Chad R. Baker bought 11,530 Broadridge shares in Q3 2026, an estimated $1.88M.
  • Broadridge made up 0.6% of Chad R. Baker's portfolio in Q3 2026, its #39 holding.
  • Chad R. Baker first reported a position in Broadridge in Q2 2026 and has held it in 2 quarters since.
  • 243 funds tracked by Wall St. Rank held Broadridge as of Q3 2026.

Based on Chad R. Baker's 13F filing for Q3 2026, filed 22 Oct 2026.