CRC
BR icon

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
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 $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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Curi RMB Capital's BR Position: Q1 2026 in Review

Curi RMB Capital increased its Broadridge (BR) stake by 205% in Q1 2026, buying an estimated $652K and bringing the position to 5,104 shares worth $832K. The position accounts for 0.01% of the portfolio, ranked #479.

Curi RMB Capital first reported a position in BR in Q2 2019 and has held it in 23 quarters since. 1,054 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • Curi RMB Capital held 5,104 shares of Broadridge worth $832K as of Q1 2026.
  • Curi RMB Capital bought 3,431 Broadridge shares in Q1 2026, an estimated $652K.
  • Broadridge made up 0.01% of Curi RMB Capital's portfolio in Q1 2026, its #479 holding.
  • Curi RMB Capital first reported a position in Broadridge in Q2 2019 and has held it in 23 quarters since.
  • 1,054 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Curi RMB Capital's 13F filing for Q1 2026, filed 15 May 2026.