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Edgestream Partners’s Broadridge BR Stock Holding History

Edgestream Partners’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 		$2.23M Buy
+13,716
New +$2.61M 0.07% 470
2025
Q2 		– Sell
-10,270
Closed -$2.49M – 856
2025
Q1 		$2.49M Buy
10,270
+3,553
+53% +$836K 0.08% 428
2024
Q4 		$1.52M Buy
+6,717
New +$1.5M 0.06% 461
2024
Q1 		– Sell
-5,296
Closed -$1.09M – 816
2023
Q4 		$1.09M Buy
+5,296
New +$977K 0.08% 422

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

Edgestream Partners's BR Position: Q1 2026 in Review

Edgestream Partners opened a new position in Broadridge (BR) in Q1 2026: 13,716 shares worth $2.23M. The stake represents 0.07% of the portfolio and ranks #470 among its holdings. This is a return to the name: Edgestream Partners previously reported a position in BR as recently as Q1 2025.

Edgestream Partners first reported a position in BR in Q4 2023 and has held it in 4 quarters since. The position peaked at $2.49M in Q1 2025. 1,054 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • Edgestream Partners held 13,716 shares of Broadridge worth $2.23M as of Q1 2026.
  • Broadridge was a new Edgestream Partners position in Q1 2026.
  • Broadridge made up 0.07% of Edgestream Partners's portfolio in Q1 2026, its #470 holding.
  • Edgestream Partners first reported a position in Broadridge in Q4 2023 and has held it in 4 quarters since.
  • Edgestream Partners's Broadridge position peaked at $2.49M in Q1 2025.
  • 1,054 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Edgestream Partners's 13F filing for Q1 2026, filed 18 May 2026.