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F.L. Putnam Investment Management’s Broadridge BR Stock Holding History

F.L. Putnam Investment 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 		$1.75M Buy
12,748
+1,359
+12% +$205K 0.02% 312
2026
Q1 		$1.85M Sell
11,389
-1,202
-10% -$228K 0.03% 267
2025
Q4 		$2.81M Sell
12,591
-206
-2% -$47K 0.04% 223
2025
Q3 		$3.05M Sell
12,797
-651
-5% -$162K 0.05% 216
2025
Q2 		$3.27M Buy
13,448
+73
+0.5% +$17.3K 0.06% 197
2025
Q1 		$3.24M Sell
13,375
-402
-3% -$94.6K 0.06% 189
2024
Q4 		$3.11M Sell
13,777
-366
-3% -$82K 0.06% 196
2024
Q3 		$3.04M Sell
14,143
-4,095
-22% -$856K 0.05% 201
2024
Q2 		$3.59M Sell
18,238
-2,203
-11% -$437K 0.07% 186
2024
Q1 		$4.19M Sell
20,441
-3,216
-14% -$649K 0.09% 160
2023
Q4 		$4.87M Sell
23,657
-5,161
-18% -$952K 0.11% 141
2023
Q3 		$5.16M Buy
28,818
+797
+3% +$141K 0.14% 129
2023
Q2 		$4.64M Buy
+28,021
New +$4.24M 0.13% 140
2020
Q1 		– Sell
-2,786
Closed -$344K – 289
2019
Q4 		$344K Buy
+2,786
New +$341K 0.02% 250
2018
Q2 		– Sell
-4,127
Closed -$453K – 216
2018
Q1 		$453K Buy
+4,127
New +$410K 0.04% 183

Other funds holding BR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JIM
Jensen Investment Management Lake Oswego, Oregon $4.13B AUM 8.88% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

F.L. Putnam Investment Management's BR Position: Q2 2026 in Review

F.L. Putnam Investment Management increased its Broadridge (BR) stake by 12% in Q2 2026, buying an estimated $205K and bringing the position to 12,748 shares worth $1.75M. The position accounts for 0.02% of the portfolio, ranked #312.

F.L. Putnam Investment Management first reported a position in BR in Q1 2018 and has held it in 15 quarters since. The position peaked at $5.16M in Q3 2023. 590 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • F.L. Putnam Investment Management held 12,748 shares of Broadridge worth $1.75M as of Q2 2026.
  • F.L. Putnam Investment Management bought 1,359 Broadridge shares in Q2 2026, an estimated $205K.
  • Broadridge made up 0.02% of F.L. Putnam Investment Management's portfolio in Q2 2026, its #312 holding.
  • F.L. Putnam Investment Management first reported a position in Broadridge in Q1 2018 and has held it in 15 quarters since.
  • F.L. Putnam Investment Management's Broadridge position peaked at $5.16M in Q3 2023.
  • 590 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on F.L. Putnam Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.