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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
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 $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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Clark Capital Management Group's BR Position: Q1 2026 in Review

Clark Capital Management Group reduced its Broadridge (BR) stake by 2.6% in Q1 2026, selling an estimated $8.74K and leaving 1,709 shares worth $278K. The position accounts for ﹤0.01% of the portfolio, ranked #454.

Clark Capital Management Group first reported a position in BR in Q1 2023 and has held it in 13 quarters since. The position peaked at $448K in Q3 2023. 1,054 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • Clark Capital Management Group held 1,709 shares of Broadridge worth $278K as of Q1 2026.
  • Clark Capital Management Group sold 46 Broadridge shares in Q1 2026, an estimated $8.74K.
  • Broadridge made up ﹤0.01% of Clark Capital Management Group's portfolio in Q1 2026, its #454 holding.
  • Clark Capital Management Group first reported a position in Broadridge in Q1 2023 and has held it in 13 quarters since.
  • Clark Capital Management Group's Broadridge position peaked at $448K in Q3 2023.
  • 1,054 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Clark Capital Management Group's 13F filing for Q1 2026, filed 15 May 2026.