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Dean Investment Associates’s Broadridge BR Stock Holding History

Dean Investment Associates’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
-14,647
Closed -$3.27M – 191
2025
Q4 		$3.27M Buy
14,647
+266
+2% +$60.7K 0.47% 110
2025
Q3 		$3.43M Buy
14,381
+881
+7% +$219K 0.48% 103
2025
Q2 		$3.28M Buy
13,500
+652
+5% +$155K 0.48% 97
2025
Q1 		$3.12M Buy
12,848
+514
+4% +$121K 0.46% 95
2024
Q4 		$2.79M Buy
12,334
+535
+5% +$120K 0.4% 120
2024
Q3 		$2.54M Sell
11,799
-282
-2% -$59K 0.34% 147
2024
Q2 		$2.38M Buy
12,081
+2,051
+20% +$407K 0.34% 140
2024
Q1 		$2.05M Buy
10,030
+54
+0.5% +$10.9K 0.28% 146
2023
Q4 		$2.05M Sell
9,976
-1,369
-12% -$253K 0.29% 142
2023
Q3 		$2.03M Buy
11,345
+1,084
+11% +$192K 0.33% 118
2023
Q2 		$1.7M Sell
10,261
-280
-3% -$42.4K 0.28% 126
2023
Q1 		$1.54M Sell
10,541
-193
-2% -$27.6K 0.25% 142
2022
Q4 		$1.44M Buy
10,734
+700
+7% +$99.4K 0.24% 137
2022
Q3 		$1.45M Sell
10,034
-163
-2% -$26.5K 0.3% 126
2022
Q2 		$1.45M Buy
10,197
+384
+4% +$55.7K 0.28% 138
2022
Q1 		$1.53M Buy
9,813
+714
+8% +$110K 0.27% 144
2021
Q4 		$1.66M Sell
9,099
-591
-6% -$104K 0.29% 133
2021
Q3 		$1.61M Buy
9,690
+451
+5% +$76.8K 0.3% 131
2021
Q2 		$1.49M Buy
9,239
+833
+10% +$133K 0.28% 156
2021
Q1 		$1.29M Sell
8,406
-150
-2% -$22.1K 0.24% 189
2020
Q4 		$1.31M Buy
8,556
+573
+7% +$83.1K 0.27% 161
2020
Q3 		$1.05M Buy
7,983
+1,728
+28% +$231K 0.25% 162
2020
Q2 		$789K Buy
6,255
+29
+0.5% +$3.36K 0.19% 173
2020
Q1 		$590K Buy
+6,226
New +$710K 0.13% 201

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 $3.37T AUM 44.26% 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 Investment Associates's BR Position: Q1 2026 in Review

Dean Investment Associates sold out of Broadridge (BR) in Q1 2026, closing a stake of 14,647 shares — an estimated $3.27M sold.

Dean Investment Associates first reported a position in BR in Q1 2020 and held it in 24 quarters. The position peaked at $3.43M in Q3 2025. 1,062 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • Dean Investment Associates reported no remaining Broadridge position as of Q1 2026 after selling out during the quarter.
  • Dean Investment Associates sold 14,647 Broadridge shares in Q1 2026, an estimated $3.27M.
  • Dean Investment Associates first reported a position in Broadridge in Q1 2020 and held it in 24 quarters.
  • Dean Investment Associates's Broadridge position peaked at $3.43M in Q3 2025.
  • 1,062 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

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