Chilton Capital Management’s Broadridge BR Stock Holding History

Chilton Capital 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 Q1	$78.3K	Hold	482	–	–	﹤0.01%	296
2025 Q4	$108K	Sell	482 -47	-9%	-$10.7K	﹤0.01%	283
2025 Q3	$126K	Sell	529 -79	-13%	-$19.7K	﹤0.01%	272
2025 Q2	$148K	Buy	608 +237	+64%	+$56.3K	0.01%	250
2025 Q1	$90K	Sell	371 -85	-19%	-$20K	﹤0.01%	277
2024 Q4	$103K	Hold	456	–	–	﹤0.01%	267
2024 Q3	$98.1K	Sell	456 -140	-23%	-$29.3K	﹤0.01%	285
2024 Q2	$117K	Buy	596 +225	+61%	+$44.6K	0.01%	275
2024 Q1	$76K	Hold	371	–	–	﹤0.01%	313
2023 Q4	$76.3K	Hold	371	–	–	﹤0.01%	313
2023 Q3	$66.4K	Hold	371	–	–	﹤0.01%	302
2023 Q2	$61.4K	Hold	371	–	–	﹤0.01%	318
2023 Q1	$54.4K	Buy	+371	New	+$53.1K	﹤0.01%	335
2022 Q3	–	Sell	-371	Closed	-$53K	–	261
2022 Q2	$53K	Buy	+371	New	+$53.8K	﹤0.01%	317
2022 Q1	–	Sell	-371	Closed	-$68K	–	271
2021 Q4	$68K	Buy	+371	New	+$65.2K	﹤0.01%	312

Other funds holding BR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Chilton Capital Management's BR Position: Q1 2026 in Review

Chilton Capital Management held its Broadridge (BR) position steady in Q1 2026 at 482 shares worth $78.3K. The position accounts for ﹤0.01% of the portfolio, ranked #296.

Chilton Capital Management first reported a position in BR in Q4 2021 and has held it in 15 quarters since. The position peaked at $148K in Q2 2025. 1,054 funds tracked by Wall St. Rank hold BR as of Q1 2026.

Chilton Capital Management held 482 shares of Broadridge worth $78.3K as of Q1 2026.
Chilton Capital Management left its Broadridge share count unchanged in Q1 2026.
Broadridge made up ﹤0.01% of Chilton Capital Management's portfolio in Q1 2026, its #296 holding.
Chilton Capital Management first reported a position in Broadridge in Q4 2021 and has held it in 15 quarters since.
Chilton Capital Management's Broadridge position peaked at $148K in Q2 2025.
1,054 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Chilton Capital Management's 13F filing for Q1 2026, filed 11 May 2026.