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Evergreen Capital Management’s Broadridge BR Stock Holding History

Evergreen Capital Management’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 		$441K Buy
2,703
+1,230
+84% +$234K 0.01% 872
2025
Q4 		$330K Buy
1,473
+391
+36% +$89.2K 0.01% 978
2025
Q3 		$259K Sell
1,082
-19
-2% -$4.73K 0.01% 1077
2025
Q2 		$269K Buy
1,101
+74
+7% +$17.6K 0.01% 855
2025
Q1 		$250K Buy
+1,027
New +$242K 0.01% 862

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

Evergreen Capital Management's BR Position: Q1 2026 in Review

Evergreen Capital Management increased its Broadridge (BR) stake by 84% in Q1 2026, buying an estimated $234K and bringing the position to 2,703 shares worth $441K. The position accounts for 0.01% of the portfolio, ranked #872.

Evergreen Capital Management first reported a position in BR in Q1 2025 and has held it in 5 quarters since. 1,054 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • Evergreen Capital Management held 2,703 shares of Broadridge worth $441K as of Q1 2026.
  • Evergreen Capital Management bought 1,230 Broadridge shares in Q1 2026, an estimated $234K.
  • Broadridge made up 0.01% of Evergreen Capital Management's portfolio in Q1 2026, its #872 holding.
  • Evergreen Capital Management first reported a position in Broadridge in Q1 2025 and has held it in 5 quarters since.
  • 1,054 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.