Copeland Capital Management’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.12M | Buy |
6,921
+590
| +9% | +$112K | 0.03% | 126 |
|
|
2025
Q4 | $1.41M | Sell |
6,331
-409
| -6% | -$93.3K | 0.03% | 123 |
|
|
2025
Q3 | $1.61M | Sell |
6,740
-536
| -7% | -$133K | 0.03% | 125 |
|
|
2025
Q2 | $1.77M | Sell |
7,276
-87,449
| -92% | -$20.8M | 0.04% | 119 |
|
|
2025
Q1 | $23M | Sell |
94,725
-65,946
| -41% | -$15.5M | 0.46% | 83 |
|
|
2024
Q4 | $36.3M | Sell |
160,671
-2,804
| -2% | -$628K | 0.68% | 63 |
|
|
2024
Q3 | $35.2M | Sell |
163,475
-29,227
| -15% | -$6.11M | 0.61% | 67 |
|
|
2024
Q2 | $38M | Buy |
192,702
+937
| +0.5% | +$186K | 0.71% | 59 |
|
|
2024
Q1 | $39.3M | Buy |
191,765
+6,625
| +4% | +$1.34M | 0.71% | 60 |
|
|
2023
Q4 | $38.1M | Sell |
185,140
-9,106
| -5% | -$1.68M | 0.76% | 58 |
|
|
2023
Q3 | $34.8M | Buy |
194,246
+1,972
| +1% | +$349K | 0.75% | 58 |
|
|
2023
Q2 | $31.8M | Buy |
192,274
+14,697
| +8% | +$2.22M | 0.66% | 63 |
|
|
2023
Q1 | $26M | Buy |
177,577
+32,686
| +23% | +$4.68M | 0.61% | 64 |
|
|
2022
Q4 | $19.4M | Buy |
144,891
+31,067
| +27% | +$4.41M | 0.51% | 75 |
|
|
2022
Q3 | $16.4M | Sell |
113,824
-1,471
| -1% | -$239K | 0.54% | 73 |
|
|
2022
Q2 | $16.4M | Buy |
115,295
+104
| +0.1% | +$15.1K | 0.52% | 74 |
|
|
2022
Q1 | $17.9M | Sell |
115,191
-50,474
| -30% | -$7.74M | 0.49% | 73 |
|
|
2021
Q4 | $30.3M | Sell |
165,665
-555
| -0.3% | -$97.6K | 0.79% | 56 |
|
|
2021
Q3 | $27.7M | Buy |
166,220
+23,209
| +16% | +$3.95M | 0.79% | 57 |
|
|
2021
Q2 | $23.1M | Sell |
143,011
-2,841
| -2% | -$454K | 0.69% | 58 |
|
|
2021
Q1 | $22.3M | Buy |
145,852
+28,092
| +24% | +$4.15M | 0.7% | 56 |
|
|
2020
Q4 | $18M | Sell |
117,760
-7,663
| -6% | -$1.11M | 0.71% | 56 |
|
|
2020
Q3 | $16.6M | Sell |
125,423
-15,478
| -11% | -$2.07M | 0.73% | 54 |
|
|
2020
Q2 | $17.8M | Buy |
140,901
+2,090
| +2% | +$242K | 0.92% | 46 |
|
|
2020
Q1 | $13.2M | Sell |
138,811
-17,468
| -11% | -$1.99M | 0.8% | 55 |
|
|
2019
Q4 | $19.3M | Buy |
156,279
+20,475
| +15% | +$2.5M | 0.85% | 48 |
|
|
2019
Q3 | $16.9M | Buy |
135,804
+23,809
| +21% | +$3.07M | 0.87% | 45 |
|
|
2019
Q2 | $14.3M | Buy |
111,995
+14,219
| +15% | +$1.71M | 0.79% | 49 |
|
|
2019
Q1 | $10.1M | Sell |
97,776
-8,170
| -8% | -$820K | 0.64% | 51 |
|
|
2018
Q4 | $10.2M | Sell |
105,946
-24,493
| -19% | -$2.65M | 0.73% | 52 |
|
|
2018
Q3 | $17.2M | Sell |
130,439
-9,833
| -7% | -$1.25M | 1.04% | 36 |
|
|
2018
Q2 | $16.1M | Sell |
140,272
-29,227
| -17% | -$3.3M | 0.95% | 45 |
|
|
2018
Q1 | $18.6M | Sell |
169,499
-3,179
| -2% | -$316K | 1.19% | 23 |
|
|
2017
Q4 | $15.6M | Buy |
172,678
+1,636
| +1% | +$143K | 0.99% | 41 |
|
|
2017
Q3 | $13.8M | Sell |
171,042
-40,690
| -19% | -$3.13M | 0.94% | 48 |
|
|
2017
Q2 | $16M | Sell |
211,732
-5,524
| -3% | -$399K | 1.05% | 36 |
|
|
2017
Q1 | $15.1M | Sell |
217,256
-3,893
| -2% | -$264K | 1.05% | 30 |
|
|
2016
Q4 | $14.7M | Sell |
221,149
-51,009
| -19% | -$3.32M | 0.95% | 38 |
|
|
2016
Q3 | $18.4M | Buy |
272,158
+129,855
| +91% | +$8.86M | 1.19% | 25 |
|
|
2016
Q2 | $9.28M | Sell |
142,303
-8,127
| -5% | -$503K | 0.64% | 64 |
|
|
2016
Q1 | $8.92M | Sell |
150,430
-287,581
| -66% | -$15.7M | 0.61% | 68 |
|
|
2015
Q4 | $23.5M | Buy |
438,011
+283,942
| +184% | +$15.9M | 1.33% | 15 |
|
|
2015
Q3 | $8.53M | Sell |
154,069
-300,554
| -66% | -$16.2M | 0.52% | 71 |
|
|
2015
Q2 | $22.7M | Buy |
454,623
+434,502
| +2,159% | +$23.1M | 1.16% | 23 |
|
|
2015
Q1 | $1.11M | Buy |
+20,121
| New | +$1.02M | 0.07% | 126 |
|
Other funds holding BR
VCM
VPM
Copeland Capital Management's BR Position: Q1 2026 in Review
Copeland Capital Management increased its Broadridge (BR) stake by 9.3% in Q1 2026, buying an estimated $112K and bringing the position to 6,921 shares worth $1.12M. The position accounts for 0.03% of the portfolio, ranked #126.
Copeland Capital Management first reported a position in BR in Q1 2015 and has held it in 45 quarters since. The position peaked at $39.3M in Q1 2024. 1,057 funds tracked by Wall St. Rank hold BR as of Q1 2026.
- Copeland Capital Management held 6,921 shares of Broadridge worth $1.12M as of Q1 2026.
- Copeland Capital Management bought 590 Broadridge shares in Q1 2026, an estimated $112K.
- Broadridge made up 0.03% of Copeland Capital Management's portfolio in Q1 2026, its #126 holding.
- Copeland Capital Management first reported a position in Broadridge in Q1 2015 and has held it in 45 quarters since.
- Copeland Capital Management's Broadridge position peaked at $39.3M in Q1 2024.
- 1,057 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.
Based on Copeland Capital Management's 13F filing for Q1 2026, filed 6 May 2026.