CMF
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Counterpoint Mutual Funds’s Broadridge BR Stock Holding History

Counterpoint Mutual Funds’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 		$298K Sell
2,179
-23,738
-92% -$3.58M 0.03% 253
2026
Q1 		$4.21M Buy
+25,917
New +$4.92M 0.63% 44
2025
Q4 		– Sell
-1,314
Closed -$313K – 372
2025
Q3 		$313K Buy
+1,314
New +$327K 0.02% 300

Other funds holding BR

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $965M AUM 10.64% 1-Year Est. Return
LA
LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return
MCM
McRae Capital Management Morristown, New Jersey $508M AUM 14.21% 1-Year Est. Return

Counterpoint Mutual Funds's BR Position: Q2 2026 in Review

Counterpoint Mutual Funds reduced its Broadridge (BR) stake by 92% in Q2 2026, selling an estimated $3.58M and leaving 2,179 shares worth $298K. The position accounts for 0.03% of the portfolio, ranked #253.

Counterpoint Mutual Funds first reported a position in BR in Q3 2025 and has held it in 3 quarters since. The position peaked at $4.21M in Q1 2026. 237 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Counterpoint Mutual Funds held 2,179 shares of Broadridge worth $298K as of Q2 2026.
  • Counterpoint Mutual Funds sold 23,738 Broadridge shares in Q2 2026, an estimated $3.58M.
  • Broadridge made up 0.03% of Counterpoint Mutual Funds's portfolio in Q2 2026, its #253 holding.
  • Counterpoint Mutual Funds first reported a position in Broadridge in Q3 2025 and has held it in 3 quarters since.
  • Counterpoint Mutual Funds's Broadridge position peaked at $4.21M in Q1 2026.
  • 237 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Counterpoint Mutual Funds's 13F filing for Q2 2026, filed 20 Jul 2026.