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Elo Mutual Pension Insurance’s Broadridge BR Stock Holding History

Elo Mutual Pension Insurance’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 		$2.45M Sell
15,092
-9,765
-39% -$1.86M 0.04% 316
2025
Q4 		$5.55M Buy
24,857
+5,039
+25% +$1.15M 0.09% 193
2025
Q3 		$4.72M Buy
19,818
+4,619
+30% +$1.15M 0.08% 213
2025
Q2 		$3.69M Buy
15,199
+23
+0.2% +$5.47K 0.08% 212
2025
Q1 		$3.68M Buy
15,176
+3,293
+28% +$775K 0.08% 193
2024
Q4 		$2.69M Buy
11,883
+1,385
+13% +$310K 0.06% 296
2024
Q3 		$2.26M Sell
10,498
-306
-3% -$64K 0.05% 306
2024
Q2 		$2.13M Buy
10,804
+54
+0.5% +$10.7K 0.05% 300
2024
Q1 		$2.2M Buy
10,750
+437
+4% +$88.1K 0.05% 290
2023
Q4 		$2.12M Buy
+10,313
New +$1.9M 0.06% 285

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

Elo Mutual Pension Insurance's BR Position: Q1 2026 in Review

Elo Mutual Pension Insurance reduced its Broadridge (BR) stake by 39% in Q1 2026, selling an estimated $1.86M and leaving 15,092 shares worth $2.45M. The position accounts for 0.04% of the portfolio, ranked #316.

Elo Mutual Pension Insurance first reported a position in BR in Q4 2023 and has held it in 10 quarters since. The position peaked at $5.55M in Q4 2025. 1,054 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • Elo Mutual Pension Insurance held 15,092 shares of Broadridge worth $2.45M as of Q1 2026.
  • Elo Mutual Pension Insurance sold 9,765 Broadridge shares in Q1 2026, an estimated $1.86M.
  • Broadridge made up 0.04% of Elo Mutual Pension Insurance's portfolio in Q1 2026, its #316 holding.
  • Elo Mutual Pension Insurance first reported a position in Broadridge in Q4 2023 and has held it in 10 quarters since.
  • Elo Mutual Pension Insurance's Broadridge position peaked at $5.55M in Q4 2025.
  • 1,054 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Elo Mutual Pension Insurance's 13F filing for Q1 2026, filed 11 May 2026.