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 Q2	$66K	Hold	482	–	–	﹤0.01%	320
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Chilton Capital Management's BR Position: Q2 2026 in Review

Chilton Capital Management held its Broadridge (BR) position steady in Q2 2026 at 482 shares worth $66K. The position accounts for ﹤0.01% of the portfolio, ranked #320.

Chilton Capital Management first reported a position in BR in Q4 2021 and has held it in 16 quarters since. The position peaked at $148K in Q2 2025. 1,017 funds tracked by Wall St. Rank hold BR as of Q2 2026.

Chilton Capital Management held 482 shares of Broadridge worth $66K as of Q2 2026.
Chilton Capital Management left its Broadridge share count unchanged in Q2 2026.
Broadridge made up ﹤0.01% of Chilton Capital Management's portfolio in Q2 2026, its #320 holding.
Chilton Capital Management first reported a position in Broadridge in Q4 2021 and has held it in 16 quarters since.
Chilton Capital Management's Broadridge position peaked at $148K in Q2 2025.
1,017 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Chilton Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.