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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
Q2 		$991K Buy
7,192
+4,489
+166% +$678K 0.02% 547
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 $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 $3.37T AUM 44.26% 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

Evergreen Capital Management's BR Position: Q2 2026 in Review

Evergreen Capital Management increased its Broadridge (BR) stake by 166% in Q2 2026, buying an estimated $678K and bringing the position to 7,192 shares worth $991K. The position accounts for 0.02% of the portfolio, ranked #547.

Evergreen Capital Management first reported a position in BR in Q1 2025 and has held it in 6 quarters since. 1,017 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Evergreen Capital Management held 7,192 shares of Broadridge worth $991K as of Q2 2026.
  • Evergreen Capital Management bought 4,489 Broadridge shares in Q2 2026, an estimated $678K.
  • Broadridge made up 0.02% of Evergreen Capital Management's portfolio in Q2 2026, its #547 holding.
  • Evergreen Capital Management first reported a position in Broadridge in Q1 2025 and has held it in 6 quarters since.
  • 1,017 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.