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 Q2	$3.56M	Buy	25,967 +9,804	+61%	+$1.48M	0.24%	118
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Jupiter Topco New York $245B AUM

FORA Capital's BR Position: Q2 2026 in Review

FORA Capital increased its Broadridge (BR) stake by 61% in Q2 2026, buying an estimated $1.48M and bringing the position to 25,967 shares worth $3.56M. The position accounts for 0.24% of the portfolio, ranked #118.

FORA Capital first reported a position in BR in Q4 2019 and has held it in 15 quarters since. 1,017 funds tracked by Wall St. Rank hold BR as of Q2 2026.

FORA Capital held 25,967 shares of Broadridge worth $3.56M as of Q2 2026.
FORA Capital bought 9,804 Broadridge shares in Q2 2026, an estimated $1.48M.
Broadridge made up 0.24% of FORA Capital's portfolio in Q2 2026, its #118 holding.
FORA Capital first reported a position in Broadridge in Q4 2019 and has held it in 15 quarters since.
1,017 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on FORA Capital's 13F filing for Q2 2026, filed 13 Aug 2026.