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DAGCO Inc’s Broadridge BR Stock Holding History

DAGCO Inc’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 		– Sell
-29
Closed -$4.71K – 147
2026
Q1 		$4.71K Hold
29
– – ﹤0.01% 312
2025
Q4 		$6.47K Hold
29
– – ﹤0.01% 308
2025
Q3 		$6.91K Hold
29
– – ﹤0.01% 299
2025
Q2 		$7.05K Hold
29
– – ﹤0.01% 288
2025
Q1 		$7.03K Buy
+29
New +$6.83K ﹤0.01% 267

Other funds holding BR

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $965M AUM 10.64% 1-Year Est. Return
LA
LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return
MCM
McRae Capital Management Morristown, New Jersey $508M AUM 14.21% 1-Year Est. Return

DAGCO Inc's BR Position: Q2 2026 in Review

DAGCO Inc sold out of Broadridge (BR) in Q2 2026, closing a stake of 29 shares — an estimated $4.71K sold.

DAGCO Inc first reported a position in BR in Q1 2025 and held it in 5 quarters. The position peaked at $7.05K in Q2 2025. 236 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • DAGCO Inc reported no remaining Broadridge position as of Q2 2026 after selling out during the quarter.
  • DAGCO Inc sold 29 Broadridge shares in Q2 2026, an estimated $4.71K.
  • DAGCO Inc first reported a position in Broadridge in Q1 2025 and held it in 5 quarters.
  • DAGCO Inc's Broadridge position peaked at $7.05K in Q2 2025.
  • 236 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on DAGCO Inc's 13F filing for Q2 2026, filed 10 Jul 2026.