CG
BR icon

Clarus Group’s Broadridge BR Stock Holding History

Clarus 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 		$347K Sell
2,532
-248
-9% -$37.5K 0.12% 68
2026
Q1 		$452K Buy
2,780
+11
+0.4% +$2.09K 0.16% 54
2025
Q4 		$618K Sell
2,769
-191
-6% -$43.6K 0.22% 41
2025
Q3 		$705K Buy
2,960
+9
+0.3% +$2.24K 0.25% 41
2025
Q2 		$717K Buy
2,951
+44
+2% +$10.5K 0.26% 39
2025
Q1 		$705K Sell
2,907
-553
-16% -$130K 0.27% 35
2024
Q4 		$782K Sell
3,460
-729
-17% -$163K 0.28% 36
2024
Q3 		$901K Buy
4,189
+1,344
+47% +$281K 0.38% 35
2024
Q2 		$560K Buy
+2,845
New +$564K 0.25% 50

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

Clarus Group's BR Position: Q2 2026 in Review

Clarus Group reduced its Broadridge (BR) stake by 8.9% in Q2 2026, selling an estimated $37.5K and leaving 2,532 shares worth $347K. The position accounts for 0.12% of the portfolio, ranked #68.

Clarus Group first reported a position in BR in Q2 2024 and has held it in 9 quarters since. The position peaked at $901K in Q3 2024. 1,017 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Clarus Group held 2,532 shares of Broadridge worth $347K as of Q2 2026.
  • Clarus Group sold 248 Broadridge shares in Q2 2026, an estimated $37.5K.
  • Broadridge made up 0.12% of Clarus Group's portfolio in Q2 2026, its #68 holding.
  • Clarus Group first reported a position in Broadridge in Q2 2024 and has held it in 9 quarters since.
  • Clarus Group's Broadridge position peaked at $901K in Q3 2024.
  • 1,017 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Clarus Group's 13F filing for Q2 2026, filed 24 Jul 2026.