FRM
BR icon

Fox Run Management’s Broadridge BR Stock Holding History

Fox Run 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
Q3 		$363K Buy
+2,255
New +$368K 0.04% 691
2024
Q3 		– Sell
-3,190
Closed -$628K – 819
2024
Q2 		$628K Sell
3,190
-4,207
-57% -$835K 0.12% 326
2024
Q1 		$1.52M Buy
+7,397
New +$1.49M 0.33% 37
2023
Q1 		– Sell
-2,701
Closed -$362K – 674
2022
Q4 		$362K Buy
+2,701
New +$384K 0.15% 280
2019
Q3 		– Sell
-2,277
Closed -$291K – 377
2019
Q2 		$291K Buy
2,277
+16
+0.7% +$1.93K 0.19% 237
2019
Q1 		$234K Sell
2,261
-428
-16% -$42.9K 0.13% 351
2018
Q4 		$259K Sell
2,689
-833
-24% -$90.2K 0.14% 314
2018
Q3 		$465K Buy
+3,522
New +$447K 0.2% 203
2018
Q1 		– Sell
-12,573
Closed -$1.14M – 725
2017
Q4 		$1.14M Sell
12,573
-4,627
-27% -$404K 0.33% 45
2017
Q3 		$1.39M Buy
17,200
+8,300
+93% +$639K 0.39% 17
2017
Q2 		$672K Buy
+8,900
New +$642K 0.23% 130
2017
Q1 		– Sell
-3,800
Closed -$252K – 574
2016
Q4 		$252K Buy
+3,800
New +$247K 0.13% 355
2016
Q2 		– Sell
-4,000
Closed -$237K – 545
2016
Q1 		$237K Buy
+4,000
New +$218K 0.16% 297

Other funds holding BR

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $165B AUM 72.14% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Fox Run Management's BR Position: Q3 2026 in Review

Fox Run Management opened a new position in Broadridge (BR) in Q3 2026: 2,255 shares worth $363K. The stake represents 0.04% of the portfolio and ranks #691 among its holdings. This is a return to the name: Fox Run Management previously reported a position in BR as recently as Q2 2024.

Fox Run Management first reported a position in BR in Q1 2016 and has held it in 13 quarters since. The position peaked at $1.52M in Q1 2024. 910 funds tracked by Wall St. Rank hold BR as of Q3 2026.

  • Fox Run Management held 2,255 shares of Broadridge worth $363K as of Q3 2026.
  • Broadridge was a new Fox Run Management position in Q3 2026.
  • Broadridge made up 0.04% of Fox Run Management's portfolio in Q3 2026, its #691 holding.
  • Fox Run Management first reported a position in Broadridge in Q1 2016 and has held it in 13 quarters since.
  • Fox Run Management's Broadridge position peaked at $1.52M in Q1 2024.
  • 910 funds tracked by Wall St. Rank held Broadridge as of Q3 2026.

Based on Fox Run Management's 13F filing for Q3 2026, filed 12 Nov 2026.