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Dean Capital Management’s Broadridge BR Stock Holding History

Dean Capital Management’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 		– Sell
-7,595
Closed -$1.69M – 113
2025
Q4 		$1.69M Buy
7,595
+242
+3% +$55.2K 0.72% 83
2025
Q3 		$1.75M Hold
7,353
– – 0.68% 73
2025
Q2 		$1.79M Buy
7,353
+394
+6% +$93.6K 0.73% 71
2025
Q1 		$1.69M Buy
6,959
+169
+2% +$39.8K 0.74% 64
2024
Q4 		$1.54M Buy
6,790
+123
+2% +$27.6K 0.65% 84
2024
Q3 		$1.43M Buy
+6,667
New +$1.39M 0.61% 96
2024
Q2 		– Sell
-6,667
Closed -$1.37M – 92
2024
Q1 		$1.37M Hold
6,667
– – 0.79% 72
2023
Q4 		$1.37M Sell
6,667
-68
-1% -$12.5K 0.85% 62
2023
Q3 		$1.21M Buy
+6,735
New +$1.19M 0.9% 45
2021
Q1 		– Sell
-4,618
Closed -$707K – 84
2020
Q4 		$707K Sell
4,618
-287
-6% -$41.6K 0.42% 94
2020
Q3 		$647K Buy
4,905
+84
+2% +$11.2K 0.67% 76
2020
Q2 		$608K Buy
4,821
+522
+12% +$60.4K 0.71% 75
2020
Q1 		$408K Buy
+4,299
New +$490K 0.61% 99

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dean Capital Management's BR Position: Q1 2026 in Review

Dean Capital Management sold out of Broadridge (BR) in Q1 2026, closing a stake of 7,595 shares — an estimated $1.69M sold.

Dean Capital Management first reported a position in BR in Q1 2020 and held it in 13 quarters. The position peaked at $1.79M in Q2 2025. 1,063 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • Dean Capital Management reported no remaining Broadridge position as of Q1 2026 after selling out during the quarter.
  • Dean Capital Management sold 7,595 Broadridge shares in Q1 2026, an estimated $1.69M.
  • Dean Capital Management first reported a position in Broadridge in Q1 2020 and held it in 13 quarters.
  • Dean Capital Management's Broadridge position peaked at $1.79M in Q2 2025.
  • 1,063 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

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