Fisher Asset Management
BR icon

Fisher Asset Management’s Broadridge BR Stock Holding History

Fisher Asset 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 		$223K Sell
1,626
-645
-28% -$97.4K ﹤0.01% 1005
2026
Q1 		$369K Sell
2,271
-391
-15% -$74.3K ﹤0.01% 859
2025
Q4 		$594K Buy
2,662
+1,075
+68% +$245K ﹤0.01% 748
2025
Q3 		$378K Buy
1,587
+307
+24% +$76.5K ﹤0.01% 833
2025
Q2 		$311K Sell
1,280
-568
-31% -$135K ﹤0.01% 877
2025
Q1 		$448K Buy
+1,848
New +$435K ﹤0.01% 810

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

Fisher Asset Management's BR Position: Q2 2026 in Review

Fisher Asset Management reduced its Broadridge (BR) stake by 28% in Q2 2026, selling an estimated $97.4K and leaving 1,626 shares worth $223K. The position accounts for ﹤0.01% of the portfolio, ranked #1005.

Fisher Asset Management first reported a position in BR in Q1 2025 and has held it in 6 quarters since. The position peaked at $594K in Q4 2025. 532 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Fisher Asset Management held 1,626 shares of Broadridge worth $223K as of Q2 2026.
  • Fisher Asset Management sold 645 Broadridge shares in Q2 2026, an estimated $97.4K.
  • Broadridge made up ﹤0.01% of Fisher Asset Management's portfolio in Q2 2026, its #1005 holding.
  • Fisher Asset Management first reported a position in Broadridge in Q1 2025 and has held it in 6 quarters since.
  • Fisher Asset Management's Broadridge position peaked at $594K in Q4 2025.
  • 532 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Fisher Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.