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Cynosure Group’s Broadridge BR Stock Holding History

Cynosure Group’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 		$584K Sell
3,592
-1,920
-35% -$365K 0.07% 72
2025
Q4 		$1.23M Buy
5,512
+260
+5% +$59.3K 0.13% 60
2025
Q3 		$1.25M Sell
5,252
-5,601
-52% -$1.39M 0.14% 60
2025
Q2 		$2.64M Buy
10,853
+9,375
+634% +$2.23M 0.3% 41
2025
Q1 		$358K Buy
1,478
+65
+5% +$15.3K 0.05% 205
2024
Q4 		$319K Sell
1,413
-407
-22% -$91.2K 0.05% 187
2024
Q3 		$391K Sell
1,820
-9,569
-84% -$2M 0.06% 223
2024
Q2 		$2.24M Buy
11,389
+9,790
+612% +$1.94M 0.36% 39
2024
Q1 		$328K Sell
1,599
-18,754
-92% -$3.78M 0.06% 210
2023
Q4 		$4.19M Sell
20,353
-39
-0.2% -$7.2K 0.75% 27
2023
Q3 		$3.65M Sell
20,392
-229
-1% -$40.6K 1.12% 22
2023
Q2 		$3.42M Buy
20,621
+6,847
+50% +$1.04M 1.03% 27
2023
Q1 		$2.02M Sell
13,774
-4,890
-26% -$700K 3.05% 10
2022
Q4 		$2.5M Sell
18,664
-647
-3% -$91.9K 2.6% 11
2022
Q3 		$2.79M Buy
19,311
+85
+0.4% +$13.8K 2.98% 8
2022
Q2 		$2.74M Sell
19,226
-286
-1% -$41.5K 2.69% 10
2022
Q1 		$3.04M Sell
19,512
-2,311
-11% -$355K 2.45% 12
2021
Q4 		$3.99M Sell
21,823
-1,603
-7% -$282K 3.01% 12
2021
Q3 		$3.9M Sell
23,426
-126
-0.5% -$21.5K 3.01% 10
2021
Q2 		$3.8M Buy
23,552
+88
+0.4% +$14.1K 2.95% 10
2021
Q1 		$3.59M Hold
23,464
– – 2.82% 10
2020
Q4 		$3.6M Hold
23,464
– – 3.05% 9
2020
Q3 		$3.1M Buy
+23,464
New +$3.14M 3.24% 7

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

Cynosure Group's BR Position: Q1 2026 in Review

Cynosure Group reduced its Broadridge (BR) stake by 35% in Q1 2026, selling an estimated $365K and leaving 3,592 shares worth $584K. The position accounts for 0.07% of the portfolio, ranked #72.

Cynosure Group first reported a position in BR in Q3 2020 and has held it in 23 quarters since. The position peaked at $4.19M in Q4 2023. 1,055 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • Cynosure Group held 3,592 shares of Broadridge worth $584K as of Q1 2026.
  • Cynosure Group sold 1,920 Broadridge shares in Q1 2026, an estimated $365K.
  • Broadridge made up 0.07% of Cynosure Group's portfolio in Q1 2026, its #72 holding.
  • Cynosure Group first reported a position in Broadridge in Q3 2020 and has held it in 23 quarters since.
  • Cynosure Group's Broadridge position peaked at $4.19M in Q4 2023.
  • 1,055 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Cynosure Group's 13F filing for Q1 2026, filed 14 May 2026.