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Generali Asset Management’s Broadridge BR Stock Holding History

Generali 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
Q1 		$1.34M Sell
8,234
-8,601
-51% -$1.63M 0.03% 366
2025
Q4 		$3.76M Buy
16,835
+3,467
+26% +$791K 0.08% 220
2025
Q3 		$3.18M Buy
13,368
+1,239
+10% +$309K 0.07% 231
2025
Q2 		$2.95M Buy
12,129
+4,608
+61% +$1.1M 0.07% 243
2025
Q1 		$1.82M Sell
7,521
-6,829
-48% -$1.61M 0.05% 321
2024
Q4 		$3.24M Buy
+14,350
New +$3.21M 0.08% 224

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

Generali Asset Management's BR Position: Q1 2026 in Review

Generali Asset Management reduced its Broadridge (BR) stake by 51% in Q1 2026, selling an estimated $1.63M and leaving 8,234 shares worth $1.34M. The position accounts for 0.03% of the portfolio, ranked #366.

Generali Asset Management first reported a position in BR in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.76M in Q4 2025. 1,054 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • Generali Asset Management held 8,234 shares of Broadridge worth $1.34M as of Q1 2026.
  • Generali Asset Management sold 8,601 Broadridge shares in Q1 2026, an estimated $1.63M.
  • Broadridge made up 0.03% of Generali Asset Management's portfolio in Q1 2026, its #366 holding.
  • Generali Asset Management first reported a position in Broadridge in Q4 2024 and has held it in 6 quarters since.
  • Generali Asset Management's Broadridge position peaked at $3.76M in Q4 2025.
  • 1,054 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Generali Asset Management's 13F filing for Q1 2026, filed 5 May 2026.