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GAMMA Investing’s Broadridge BR Stock Holding History

GAMMA Investing’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 		$1.75M Buy
10,871
+1,881
+21% +$307K 0.06% 258
2026
Q2 		$1.23M Buy
8,990
+2,460
+38% +$372K 0.05% 336
2026
Q1 		$1.06M Buy
6,530
+1,334
+26% +$253K 0.05% 330
2025
Q4 		$1.16M Buy
5,196
+202
+4% +$46.1K 0.06% 264
2025
Q3 		$1.19M Buy
4,994
+550
+12% +$137K 0.07% 247
2025
Q2 		$1.08M Buy
4,444
+361
+9% +$85.8K 0.07% 257
2025
Q1 		$990K Buy
4,083
+901
+28% +$212K 0.07% 246
2024
Q4 		$719K Buy
3,182
+1,004
+46% +$225K 0.06% 279
2024
Q3 		$468K Buy
2,178
+620
+40% +$130K 0.05% 348
2024
Q2 		$307K Buy
1,558
+699
+81% +$139K 0.04% 386
2024
Q1 		$176K Buy
859
+120
+16% +$24.2K 0.04% 430
2023
Q4 		$151K Buy
+739
New +$136K 0.04% 396

Other funds holding BR

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
LJHT
Laurie J. Hall Trustee $314M AUM 27.43% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
BAM
Bell Asset Management Melbourne, Australia $277M AUM 2.32% 1-Year Est. Return
TFP
Tilia Fiduciary Partners Wilmington, North Carolina $217M AUM 27.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GAMMA Investing's BR Position: Q3 2026 in Review

GAMMA Investing increased its Broadridge (BR) stake by 21% in Q3 2026, buying an estimated $307K and bringing the position to 10,871 shares worth $1.75M. The position accounts for 0.06% of the portfolio, ranked #258.

GAMMA Investing first reported a position in BR in Q4 2023 and has held it in 12 quarters since. 42 funds tracked by Wall St. Rank hold BR as of Q3 2026.

  • GAMMA Investing held 10,871 shares of Broadridge worth $1.75M as of Q3 2026.
  • GAMMA Investing bought 1,881 Broadridge shares in Q3 2026, an estimated $307K.
  • Broadridge made up 0.06% of GAMMA Investing's portfolio in Q3 2026, its #258 holding.
  • GAMMA Investing first reported a position in Broadridge in Q4 2023 and has held it in 12 quarters since.
  • 42 funds tracked by Wall St. Rank held Broadridge as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.