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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
Q2 		$4.25M Buy
31,058
+15,966
+106% +$2.41M 0.05% 245
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 $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 $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM

Elo Mutual Pension Insurance's BR Position: Q2 2026 in Review

Elo Mutual Pension Insurance increased its Broadridge (BR) stake by 106% in Q2 2026, buying an estimated $2.41M and bringing the position to 31,058 shares worth $4.25M. The position accounts for 0.05% of the portfolio, ranked #245.

Elo Mutual Pension Insurance first reported a position in BR in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.55M in Q4 2025. 1,021 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Elo Mutual Pension Insurance held 31,058 shares of Broadridge worth $4.25M as of Q2 2026.
  • Elo Mutual Pension Insurance bought 15,966 Broadridge shares in Q2 2026, an estimated $2.41M.
  • Broadridge made up 0.05% of Elo Mutual Pension Insurance's portfolio in Q2 2026, its #245 holding.
  • Elo Mutual Pension Insurance first reported a position in Broadridge in Q4 2023 and has held it in 11 quarters since.
  • Elo Mutual Pension Insurance's Broadridge position peaked at $5.55M in Q4 2025.
  • 1,021 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Elo Mutual Pension Insurance's 13F filing for Q2 2026, filed 13 Aug 2026.