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Eagle Bay Advisors’s Broadridge BR Stock Holding History

Eagle Bay Advisors’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
-1,063
Closed -$238K – 151
2025
Q4 		$238K Hold
1,063
– – 0.17% 97
2025
Q3 		$254K Sell
1,063
-541
-34% -$135K 0.2% 88
2025
Q2 		$391K Sell
1,604
-305
-16% -$72.5K 0.32% 62
2025
Q1 		$464K Sell
1,909
-83
-4% -$19.5K 0.39% 53
2024
Q4 		$452K Buy
1,992
+338
+20% +$75.7K 0.28% 61
2024
Q3 		$357K Sell
1,654
-301
-15% -$63K 0.14% 118
2024
Q2 		$387K Buy
1,955
+271
+16% +$53.8K 0.23% 70
2024
Q1 		$346K Sell
1,684
-103
-6% -$20.8K 0.22% 78
2023
Q4 		$368K Sell
1,787
-311
-15% -$57.4K 0.23% 77
2023
Q3 		$376K Buy
2,098
+1,432
+215% +$254K 0.17% 86
2023
Q2 		$110K Hold
666
– – 0.06% 198
2023
Q1 		$97.6K Buy
666
+341
+105% +$48.8K 0.05% 247
2022
Q4 		$43.6K Sell
325
-341
-51% -$48.4K 0.02% 401
2022
Q3 		$96K Hold
666
– – 0.06% 207
2022
Q2 		$94.9K Buy
666
+318
+91% +$46.1K 0.06% 211
2022
Q1 		$54K Sell
348
-118
-25% -$18.1K 0.04% 128
2021
Q4 		$85K Buy
466
+124
+36% +$21.8K 0.05% 223
2021
Q3 		$57K Buy
342
+340
+17,000% +$57.9K 0.03% 368
2021
Q2 		$1K Buy
+2
New +$320 ﹤0.01% 875

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

Eagle Bay Advisors's BR Position: Q1 2026 in Review

Eagle Bay Advisors sold out of Broadridge (BR) in Q1 2026, closing a stake of 1,063 shares — an estimated $238K sold.

Eagle Bay Advisors first reported a position in BR in Q2 2021 and held it in 19 quarters. The position peaked at $464K in Q1 2025. 1,054 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • Eagle Bay Advisors reported no remaining Broadridge position as of Q1 2026 after selling out during the quarter.
  • Eagle Bay Advisors sold 1,063 Broadridge shares in Q1 2026, an estimated $238K.
  • Eagle Bay Advisors first reported a position in Broadridge in Q2 2021 and held it in 19 quarters.
  • Eagle Bay Advisors's Broadridge position peaked at $464K in Q1 2025.
  • 1,054 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Eagle Bay Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.