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Chicago Partners Investment Group’s Broadridge BR Stock Holding History

Chicago Partners Investment Group’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 		$490K Buy
3,396
+1,164
+52% +$176K 0.01% 1010
2026
Q1 		$359K Buy
2,232
+1,065
+91% +$202K 0.01% 1048
2025
Q4 		$242K Sell
1,167
-1,323
-53% -$302K 0.01% 1150
2025
Q3 		$572K Buy
2,490
+1,009
+68% +$251K 0.02% 626
2025
Q2 		$359K Buy
1,481
+176
+13% +$41.8K 0.01% 754
2025
Q1 		$308K Buy
1,305
+165
+14% +$38.8K 0.01% 676
2024
Q4 		$262K Buy
1,140
+144
+14% +$32.3K 0.01% 709
2024
Q3 		$216K Buy
+996
New +$208K 0.01% 737

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

Chicago Partners Investment Group's BR Position: Q2 2026 in Review

Chicago Partners Investment Group increased its Broadridge (BR) stake by 52% in Q2 2026, buying an estimated $176K and bringing the position to 3,396 shares worth $490K. The position accounts for 0.01% of the portfolio, ranked #1010.

Chicago Partners Investment Group first reported a position in BR in Q3 2024 and has held it in 8 quarters since. The position peaked at $572K in Q3 2025. 1,013 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Chicago Partners Investment Group held 3,396 shares of Broadridge worth $490K as of Q2 2026.
  • Chicago Partners Investment Group bought 1,164 Broadridge shares in Q2 2026, an estimated $176K.
  • Broadridge made up 0.01% of Chicago Partners Investment Group's portfolio in Q2 2026, its #1010 holding.
  • Chicago Partners Investment Group first reported a position in Broadridge in Q3 2024 and has held it in 8 quarters since.
  • Chicago Partners Investment Group's Broadridge position peaked at $572K in Q3 2025.
  • 1,013 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.