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Fulcrum Asset Management’s Broadridge BR Stock Holding History

Fulcrum 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 		$12.5K Buy
+92
New +$13.9K ﹤0.01% 649
2026
Q1 		– Sell
-480
Closed -$108K – 221
2025
Q4 		$108K Sell
480
-14
-3% -$3.19K 0.03% 133
2025
Q3 		$118K Sell
494
-12
-2% -$2.99K 0.03% 129
2025
Q2 		$123K Buy
+506
New +$120K 0.04% 141
2021
Q4 		– Hold
0
– – – 20
2021
Q3 		– Hold
0
– – – 20
2021
Q2 		– Hold
0
– – – 26
2021
Q1 		– Hold
0
– – – 14

Other funds holding BR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM

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

Fulcrum Asset Management opened a new position in Broadridge (BR) in Q2 2026: 92 shares worth $12.5K. The stake represents ﹤0.01% of the portfolio and ranks #649 among its holdings. This is a return to the name: Fulcrum Asset Management previously reported a position in BR as recently as Q4 2025.

Fulcrum Asset Management first reported a position in BR in Q2 2025 and has held it in 4 quarters since. The position peaked at $123K in Q2 2025. 1,013 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Fulcrum Asset Management held 92 shares of Broadridge worth $12.5K as of Q2 2026.
  • Broadridge was a new Fulcrum Asset Management position in Q2 2026.
  • Broadridge made up ﹤0.01% of Fulcrum Asset Management's portfolio in Q2 2026, its #649 holding.
  • Fulcrum Asset Management first reported a position in Broadridge in Q2 2025 and has held it in 4 quarters since.
  • Fulcrum Asset Management's Broadridge position peaked at $123K in Q2 2025.
  • 1,013 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Fulcrum Asset Management's 13F filing for Q2 2026, filed 18 Aug 2026.