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Clark Capital Management Group’s Broadridge BR Stock Holding History

Clark Capital Management 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 		$234K Hold
1,709
– – ﹤0.01% 511
2026
Q1 		$278K Sell
1,709
-46
-3% -$8.74K ﹤0.01% 454
2025
Q4 		$392K Sell
1,755
-63
-3% -$14.4K ﹤0.01% 392
2025
Q3 		$433K Buy
1,818
+477
+36% +$119K ﹤0.01% 358
2025
Q2 		$326K Buy
1,341
+295
+28% +$70.1K ﹤0.01% 366
2025
Q1 		$254K Sell
1,046
-1
-0.1% -$235 ﹤0.01% 395
2024
Q4 		$237K Buy
1,047
+1
+0.1% +$224 ﹤0.01% 395
2024
Q3 		$225K Sell
1,046
-8
-0.8% -$1.67K ﹤0.01% 386
2024
Q2 		$208K Buy
1,054
+6
+0.6% +$1.19K ﹤0.01% 376
2024
Q1 		$215K Sell
1,048
-94
-8% -$19K ﹤0.01% 381
2023
Q4 		$235K Sell
1,142
-1,359
-54% -$251K ﹤0.01% 357
2023
Q3 		$448K Buy
2,501
+3
+0.1% +$531 ﹤0.01% 297
2023
Q2 		$414K Buy
2,498
+12
+0.5% +$1.82K ﹤0.01% 300
2023
Q1 		$364K Buy
+2,486
New +$356K ﹤0.01% 304

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 $3.38T AUM 44.17% 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

Clark Capital Management Group's BR Position: Q2 2026 in Review

Clark Capital Management Group held its Broadridge (BR) position steady in Q2 2026 at 1,709 shares worth $234K. The position accounts for ﹤0.01% of the portfolio, ranked #511.

Clark Capital Management Group first reported a position in BR in Q1 2023 and has held it in 14 quarters since. The position peaked at $448K in Q3 2023. 1,021 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Clark Capital Management Group held 1,709 shares of Broadridge worth $234K as of Q2 2026.
  • Clark Capital Management Group left its Broadridge share count unchanged in Q2 2026.
  • Broadridge made up ﹤0.01% of Clark Capital Management Group's portfolio in Q2 2026, its #511 holding.
  • Clark Capital Management Group first reported a position in Broadridge in Q1 2023 and has held it in 14 quarters since.
  • Clark Capital Management Group's Broadridge position peaked at $448K in Q3 2023.
  • 1,021 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Clark Capital Management Group's 13F filing for Q2 2026, filed 11 Aug 2026.