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 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 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

Clarus Group's BR Position: Q1 2026 in Review

Clarus Group increased its Broadridge (BR) stake by 0.4% in Q1 2026, buying an estimated $2.09K and bringing the position to 2,780 shares worth $452K. The position accounts for 0.16% of the portfolio, ranked #54.

Clarus Group first reported a position in BR in Q2 2024 and has held it in 8 quarters since. The position peaked at $901K in Q3 2024. 1,054 funds tracked by Wall St. Rank hold BR as of Q1 2026.

Clarus Group held 2,780 shares of Broadridge worth $452K as of Q1 2026.
Clarus Group bought 11 Broadridge shares in Q1 2026, an estimated $2.09K.
Broadridge made up 0.16% of Clarus Group's portfolio in Q1 2026, its #54 holding.
Clarus Group first reported a position in Broadridge in Q2 2024 and has held it in 8 quarters since.
Clarus Group's Broadridge position peaked at $901K in Q3 2024.
1,054 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Clarus Group's 13F filing for Q1 2026, filed 21 Apr 2026.