Cross Staff Investments’s Broadridge BR Stock Holding History

Cross Staff Investments’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	–	Sell	-1,000	Closed	-$223K	–	130
2025 Q4	$223K	Hold	1,000	–	–	0.12%	122
2025 Q3	$238K	Hold	1,000	–	–	0.17%	119
2025 Q2	$243K	Hold	1,000	–	–	0.18%	113
2025 Q1	$242K	Hold	1,000	–	–	0.18%	108
2024 Q4	$226K	Hold	1,000	–	–	0.16%	115
2024 Q3	$215K	Buy	+1,000	New	+$209K	0.17%	119
2024 Q2	–	Sell	-1,000	Closed	-$205K	–	121
2024 Q1	$205K	Hold	1,000	–	–	0.17%	119
2023 Q4	$206K	Buy	+1,000	New	+$184K	0.18%	111

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

Cross Staff Investments's BR Position: Q1 2026 in Review

Cross Staff Investments sold out of Broadridge (BR) in Q1 2026, closing a stake of 1,000 shares — an estimated $223K sold.

Cross Staff Investments first reported a position in BR in Q4 2023 and held it in 8 quarters. The position peaked at $243K in Q2 2025. 1,057 funds tracked by Wall St. Rank hold BR as of Q1 2026.

Cross Staff Investments reported no remaining Broadridge position as of Q1 2026 after selling out during the quarter.
Cross Staff Investments sold 1,000 Broadridge shares in Q1 2026, an estimated $223K.
Cross Staff Investments first reported a position in Broadridge in Q4 2023 and held it in 8 quarters.
Cross Staff Investments's Broadridge position peaked at $243K in Q2 2025.
1,057 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Cross Staff Investments's 13F filing for Q1 2026, filed 23 Apr 2026.