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FORA Capital’s Broadridge BR Stock Holding History

FORA Capital’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 		$2.63M Buy
+16,163
New +$3.07M 0.19% 140
2025
Q3 		– Sell
-4,832
Closed -$1.17M – 499
2025
Q2 		$1.17M Buy
+4,832
New +$1.15M 0.13% 195
2024
Q4 		– Sell
-4,635
Closed -$997K – 406
2024
Q3 		$997K Buy
4,635
+66
+1% +$13.8K 0.12% 213
2024
Q2 		$900K Buy
+4,569
New +$906K 0.11% 227
2023
Q1 		– Sell
-7,665
Closed -$1.03M – 532
2022
Q4 		$1.03M Sell
7,665
-3,294
-30% -$468K 0.17% 162
2022
Q3 		$1.58M Buy
10,959
+9,477
+639% +$1.54M 0.3% 96
2022
Q2 		$211K Buy
+1,482
New +$215K 0.04% 398
2022
Q1 		– Sell
-1,962
Closed -$359K – 521
2021
Q4 		$359K Buy
+1,962
New +$345K 0.14% 197
2021
Q3 		– Sell
-3,136
Closed -$507K – 425
2021
Q2 		$507K Buy
3,136
+832
+36% +$133K 0.09% 252
2021
Q1 		$353K Buy
2,304
+110
+5% +$16.2K 0.12% 204
2020
Q4 		$336K Buy
2,194
+92
+4% +$13.3K 0.05% 381
2020
Q3 		$277K Sell
2,102
-2,428
-54% -$325K 0.18% 126
2020
Q2 		$572K Buy
+4,530
New +$525K 0.2% 136
2020
Q1 		– Sell
-972
Closed -$120K – 1054
2019
Q4 		$120K Buy
+972
New +$119K 0.01% 726

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

FORA Capital's BR Position: Q1 2026 in Review

FORA Capital opened a new position in Broadridge (BR) in Q1 2026: 16,163 shares worth $2.63M. The stake represents 0.19% of the portfolio and ranks #140 among its holdings. This is a return to the name: FORA Capital previously reported a position in BR as recently as Q2 2025.

FORA Capital first reported a position in BR in Q4 2019 and has held it in 14 quarters since. 1,055 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • FORA Capital held 16,163 shares of Broadridge worth $2.63M as of Q1 2026.
  • Broadridge was a new FORA Capital position in Q1 2026.
  • Broadridge made up 0.19% of FORA Capital's portfolio in Q1 2026, its #140 holding.
  • FORA Capital first reported a position in Broadridge in Q4 2019 and has held it in 14 quarters since.
  • 1,055 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on FORA Capital's 13F filing for Q1 2026, filed 15 May 2026.