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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
Q2 		$217K Buy
1,583
+28
+2% +$4.23K 0.02% 219
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 $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

Gilbert & Cook's BR Position: Q2 2026 in Review

Gilbert & Cook increased its Broadridge (BR) stake by 1.8% in Q2 2026, buying an estimated $4.23K and bringing the position to 1,583 shares worth $217K. The position accounts for 0.02% of the portfolio, ranked #219.

Gilbert & Cook first reported a position in BR in Q4 2024 and has held it in 7 quarters since. The position peaked at $357K in Q3 2025. 1,017 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Gilbert & Cook held 1,583 shares of Broadridge worth $217K as of Q2 2026.
  • Gilbert & Cook bought 28 Broadridge shares in Q2 2026, an estimated $4.23K.
  • Broadridge made up 0.02% of Gilbert & Cook's portfolio in Q2 2026, its #219 holding.
  • Gilbert & Cook first reported a position in Broadridge in Q4 2024 and has held it in 7 quarters since.
  • Gilbert & Cook's Broadridge position peaked at $357K in Q3 2025.
  • 1,017 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Gilbert & Cook's 13F filing for Q2 2026, filed 28 Jul 2026.