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Curi RMB Capital’s Broadridge BR Stock Holding History

Curi RMB Capital’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 		$230K Sell
1,656
-3,448
-68% -$521K ﹤0.01% 838
2026
Q1 		$832K Buy
5,104
+3,431
+205% +$652K 0.01% 479
2025
Q4 		$375K Buy
1,673
+5
+0.3% +$1.14K 0.01% 695
2025
Q3 		$399K Buy
1,668
+1
+0.1% +$249 0.01% 552
2025
Q2 		$407K Buy
1,667
+839
+101% +$199K 0.01% 541
2025
Q1 		$201K Sell
828
-114
-12% -$26.8K 0.01% 468
2024
Q4 		$213K Sell
942
-241
-20% -$54K ﹤0.01% 504
2024
Q3 		$254K Buy
+1,183
New +$247K 0.01% 505
2024
Q2 		– Sell
-1,528
Closed -$313K – 532
2024
Q1 		$313K Hold
1,528
– – 0.01% 494
2023
Q4 		$314K Buy
1,528
+2
+0.1% +$369 0.01% 438
2023
Q3 		$273K Sell
1,526
-25
-2% -$4.43K 0.01% 441
2023
Q2 		$257K Buy
1,551
+140
+10% +$21.2K 0.01% 458
2023
Q1 		$207K Buy
+1,411
New +$202K 0.01% 473
2022
Q4 		– Sell
-1,463
Closed -$211K – 467
2022
Q3 		$211K Sell
1,463
-5
-0.3% -$812 0.01% 450
2022
Q2 		$209K Hold
1,468
– – 0.01% 452
2022
Q1 		$229K Hold
1,468
– – 0.01% 420
2021
Q4 		$268K Buy
1,468
+154
+12% +$27.1K 0.01% 416
2021
Q3 		$219K Hold
1,314
– – 0.01% 432
2021
Q2 		$212K Buy
+1,314
New +$210K 0.01% 452
2021
Q1 		– Sell
-1,747
Closed -$267K – 467
2020
Q4 		$267K Buy
1,747
+70
+4% +$10.2K 0.01% 518
2020
Q3 		$222K Buy
+1,677
New +$224K 0.01% 543
2020
Q1 		– Sell
-1,700
Closed -$210K – 668
2019
Q4 		$210K Hold
1,700
– – 0.01% 622
2019
Q3 		$211K Hold
1,700
– – 0.01% 652
2019
Q2 		$217K Buy
+1,700
New +$205K 0.01% 687

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

Curi RMB Capital's BR Position: Q2 2026 in Review

Curi RMB Capital reduced its Broadridge (BR) stake by 68% in Q2 2026, selling an estimated $521K and leaving 1,656 shares worth $230K. The position accounts for ﹤0.01% of the portfolio, ranked #838.

Curi RMB Capital first reported a position in BR in Q2 2019 and has held it in 24 quarters since. The position peaked at $832K in Q1 2026. 1,021 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Curi RMB Capital held 1,656 shares of Broadridge worth $230K as of Q2 2026.
  • Curi RMB Capital sold 3,448 Broadridge shares in Q2 2026, an estimated $521K.
  • Broadridge made up ﹤0.01% of Curi RMB Capital's portfolio in Q2 2026, its #838 holding.
  • Curi RMB Capital first reported a position in Broadridge in Q2 2019 and has held it in 24 quarters since.
  • Curi RMB Capital's Broadridge position peaked at $832K in Q1 2026.
  • 1,021 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Curi RMB Capital's 13F filing for Q2 2026, filed 14 Aug 2026.