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Gilbert & Cook’s Broadridge BR Stock Holding History

Gilbert & Cook’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 		$253K Buy
1,555
+26
+2% +$4.94K 0.03% 197
2025
Q4 		$341K Buy
1,529
+29
+2% +$6.61K 0.04% 182
2025
Q3 		$357K Buy
1,500
+41
+3% +$10.2K 0.05% 173
2025
Q2 		$355K Buy
1,459
+27
+2% +$6.42K 0.05% 172
2025
Q1 		$347K Buy
1,432
+53
+4% +$12.5K 0.05% 163
2024
Q4 		$312K Buy
+1,379
New +$309K 0.04% 168

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

Gilbert & Cook's BR Position: Q1 2026 in Review

Gilbert & Cook increased its Broadridge (BR) stake by 1.7% in Q1 2026, buying an estimated $4.94K and bringing the position to 1,555 shares worth $253K. The position accounts for 0.03% of the portfolio, ranked #197.

Gilbert & Cook first reported a position in BR in Q4 2024 and has held it in 6 quarters since. The position peaked at $357K in Q3 2025. 1,054 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • Gilbert & Cook held 1,555 shares of Broadridge worth $253K as of Q1 2026.
  • Gilbert & Cook bought 26 Broadridge shares in Q1 2026, an estimated $4.94K.
  • Broadridge made up 0.03% of Gilbert & Cook's portfolio in Q1 2026, its #197 holding.
  • Gilbert & Cook first reported a position in Broadridge in Q4 2024 and has held it in 6 quarters since.
  • Gilbert & Cook's Broadridge position peaked at $357K in Q3 2025.
  • 1,054 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Gilbert & Cook's 13F filing for Q1 2026, filed 5 May 2026.