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Graham Capital Management’s Broadridge BR Stock Holding History

Graham Capital 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 		$456K Sell
3,327
-32
-1% -$4.83K 0.01% 741
2026
Q1 		$546K Buy
3,359
+1,708
+103% +$324K 0.01% 604
2025
Q4 		$368K Buy
+1,651
New +$377K 0.01% 757
2024
Q2 		– Sell
-30,021
Closed -$6.15M – 1061
2024
Q1 		$6.15M Buy
30,021
+20,682
+221% +$4.17M 0.12% 105
2023
Q4 		$1.92M Sell
9,339
-240
-3% -$44.3K 0.04% 219
2023
Q3 		$1.72M Buy
+9,579
New +$1.7M 0.04% 236
2022
Q4 		– Sell
-2,791
Closed -$402K – 1064
2022
Q3 		$402K Buy
+2,791
New +$453K 0.02% 809

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 $3.38T AUM 44.17% 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

Graham Capital Management's BR Position: Q2 2026 in Review

Graham Capital Management reduced its Broadridge (BR) stake by 0.95% in Q2 2026, selling an estimated $4.83K and leaving 3,327 shares worth $456K. The position accounts for 0.01% of the portfolio, ranked #741.

Graham Capital Management first reported a position in BR in Q3 2022 and has held it in 7 quarters since. The position peaked at $6.15M in Q1 2024. 1,021 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Graham Capital Management held 3,327 shares of Broadridge worth $456K as of Q2 2026.
  • Graham Capital Management sold 32 Broadridge shares in Q2 2026, an estimated $4.83K.
  • Broadridge made up 0.01% of Graham Capital Management's portfolio in Q2 2026, its #741 holding.
  • Graham Capital Management first reported a position in Broadridge in Q3 2022 and has held it in 7 quarters since.
  • Graham Capital Management's Broadridge position peaked at $6.15M in Q1 2024.
  • 1,021 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Graham Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.