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Diversified Enterprises’s Broadridge BR Stock Holding History

Diversified Enterprises’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 		$310K Buy
1,905
+302
+19% +$57.4K 0.02% 316
2025
Q4 		$358K Buy
1,603
+111
+7% +$25.3K 0.02% 270
2025
Q3 		$355K Buy
1,492
+355
+31% +$88.4K 0.02% 212
2025
Q2 		$276K Sell
1,137
-241
-17% -$57.3K 0.02% 243
2025
Q1 		$334K Buy
+1,378
New +$324K 0.03% 207

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

Diversified Enterprises's BR Position: Q1 2026 in Review

Diversified Enterprises increased its Broadridge (BR) stake by 19% in Q1 2026, buying an estimated $57.4K and bringing the position to 1,905 shares worth $310K. The position accounts for 0.02% of the portfolio, ranked #316.

Diversified Enterprises first reported a position in BR in Q1 2025 and has held it in 5 quarters since. The position peaked at $358K in Q4 2025. 1,054 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • Diversified Enterprises held 1,905 shares of Broadridge worth $310K as of Q1 2026.
  • Diversified Enterprises bought 302 Broadridge shares in Q1 2026, an estimated $57.4K.
  • Broadridge made up 0.02% of Diversified Enterprises's portfolio in Q1 2026, its #316 holding.
  • Diversified Enterprises first reported a position in Broadridge in Q1 2025 and has held it in 5 quarters since.
  • Diversified Enterprises's Broadridge position peaked at $358K in Q4 2025.
  • 1,054 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Diversified Enterprises's 13F filing for Q1 2026, filed 15 May 2026.