COA
BR icon

Crown Oak Advisors’s Broadridge BR Stock Holding History

Crown Oak Advisors’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 		$5.24M Sell
38,283
-131
-0.3% -$19.8K 2.44% 14
2026
Q1 		$6.24M Buy
38,414
+794
+2% +$151K 3.13% 13
2025
Q4 		$8.4M Sell
37,620
-472
-1% -$108K 3.98% 11
2025
Q3 		$9.26M Hold
38,092
– – 4.38% 9
2025
Q2 		$9.26M Buy
38,092
+244
+0.6% +$58K 4.38% 9
2025
Q1 		$9.18M Buy
37,848
+1,472
+4% +$346K 4.64% 10
2024
Q4 		$8.22M Buy
36,376
+3,553
+11% +$796K 4.23% 11
2024
Q3 		$7.06M Sell
32,823
-2,130
-6% -$446K 3.92% 14
2024
Q2 		$6.89M Buy
34,953
+30
+0.1% +$5.95K 3.89% 13
2024
Q1 		$7.15M Buy
34,923
+744
+2% +$150K 3.94% 13
2023
Q4 		$7.03M Buy
+34,179
New +$6.31M 4.11% 13

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 $3.38T AUM 44.17% 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

Crown Oak Advisors's BR Position: Q2 2026 in Review

Crown Oak Advisors reduced its Broadridge (BR) stake by 0.34% in Q2 2026, selling an estimated $19.8K and leaving 38,283 shares worth $5.24M. The position accounts for 2.44% of the portfolio, ranked #14.

Crown Oak Advisors first reported a position in BR in Q4 2023 and has held it in 11 quarters since. The position peaked at $9.26M in Q3 2025. 1,021 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Crown Oak Advisors held 38,283 shares of Broadridge worth $5.24M as of Q2 2026.
  • Crown Oak Advisors sold 131 Broadridge shares in Q2 2026, an estimated $19.8K.
  • Broadridge made up 2.44% of Crown Oak Advisors's portfolio in Q2 2026, its #14 holding.
  • Crown Oak Advisors first reported a position in Broadridge in Q4 2023 and has held it in 11 quarters since.
  • Crown Oak Advisors's Broadridge position peaked at $9.26M in Q3 2025.
  • 1,021 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Crown Oak Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.