CX Institutional
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CX Institutional’s Broadridge BR Stock Holding History

CX Institutional’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
Q3 		$333K Buy
2,069
+215
+12% +$35.1K 0.01% 593
2026
Q2 		$254K Buy
1,854
+709
+62% +$107K 0.01% 682
2026
Q1 		$186K Sell
1,145
-473
-29% -$89.9K 0.01% 737
2025
Q4 		$361K Sell
1,618
-15
-0.9% -$3.42K 0.01% 514
2025
Q3 		$389K Buy
1,633
+44
+3% +$11K 0.01% 499
2025
Q2 		$386K Buy
1,589
+115
+8% +$27.3K 0.01% 439
2025
Q1 		$357K Buy
1,474
+3
+0.2% +$706 0.01% 444
2024
Q4 		$333K Buy
1,471
+66
+5% +$14.8K 0.01% 419
2024
Q3 		$302K Buy
1,405
+13
+0.9% +$2.72K 0.01% 464
2024
Q2 		$274K Buy
1,392
+4
+0.3% +$793 0.01% 478
2024
Q1 		$284K Buy
1,388
+6
+0.4% +$1.21K 0.01% 473
2023
Q4 		$284K Sell
1,382
-27
-2% -$4.98K 0.02% 421
2023
Q3 		$252K Buy
1,409
+17
+1% +$3.01K 0.01% 436
2023
Q2 		$231K Buy
+1,392
New +$211K 0.01% 478
2022
Q3 		– Sell
-1,105
Closed -$158K – 536
2022
Q2 		$158K Buy
+1,105
New +$160K 0.01% 473
2022
Q1 		– Sell
-1,115
Closed -$204K – 371
2021
Q4 		$204K Buy
1,115
+31
+3% +$5.45K 0.02% 328
2021
Q3 		$181K Buy
1,084
+12
+1% +$2.04K 0.01% 362
2021
Q2 		$173K Buy
1,072
+36
+3% +$5.75K 0.01% 357
2021
Q1 		$159K Buy
1,036
+84
+9% +$12.4K 0.01% 330
2020
Q4 		$146K Buy
952
+35
+4% +$5.08K 0.01% 311
2020
Q3 		$121K Buy
917
+20
+2% +$2.67K 0.01% 294
2020
Q2 		$113K Buy
897
+81
+10% +$9.38K 0.01% 277
2020
Q1 		$77K Sell
816
-65
-7% -$7.42K 0.01% 291
2019
Q4 		$109K Sell
881
-69
-7% -$8.44K 0.02% 227
2019
Q3 		$118K Buy
950
+75
+9% +$9.7K 0.02% 235
2019
Q2 		$112K Sell
875
-1,092
-56% -$131K 0.02% 261
2019
Q1 		$204K Buy
1,967
+1,544
+365% +$155K 0.04% 212
2018
Q4 		$41K Buy
+423
New +$45.8K 0.01% 275

Other funds holding BR

Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return
Bath Savings Trust
Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return

CX Institutional's BR Position: Q3 2026 in Review

CX Institutional increased its Broadridge (BR) stake by 12% in Q3 2026, buying an estimated $35.1K and bringing the position to 2,069 shares worth $333K. The position accounts for 0.01% of the portfolio, ranked #593.

CX Institutional first reported a position in BR in Q4 2018 and has held it in 28 quarters since. The position peaked at $389K in Q3 2025. 243 funds tracked by Wall St. Rank hold BR as of Q3 2026.

  • CX Institutional held 2,069 shares of Broadridge worth $333K as of Q3 2026.
  • CX Institutional bought 215 Broadridge shares in Q3 2026, an estimated $35.1K.
  • Broadridge made up 0.01% of CX Institutional's portfolio in Q3 2026, its #593 holding.
  • CX Institutional first reported a position in Broadridge in Q4 2018 and has held it in 28 quarters since.
  • CX Institutional's Broadridge position peaked at $389K in Q3 2025.
  • 243 funds tracked by Wall St. Rank held Broadridge as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.