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Grove Street Fiduciary’s Broadridge BR Stock Holding History

Grove Street Fiduciary’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 		– Sell
-1,199
Closed -$268K – 76
2025
Q4 		$268K Hold
1,199
– – 0.11% 63
2025
Q3 		$286K Hold
1,199
– – 0.14% 61
2025
Q2 		$291K Sell
1,199
-19
-2% -$4.52K 0.14% 56
2025
Q1 		$295K Buy
+1,218
New +$287K 0.15% 48

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Grove Street Fiduciary's BR Position: Q1 2026 in Review

Grove Street Fiduciary sold out of Broadridge (BR) in Q1 2026, closing a stake of 1,199 shares — an estimated $268K sold.

Grove Street Fiduciary first reported a position in BR in Q1 2025 and held it in 4 quarters. The position peaked at $295K in Q1 2025. 1,061 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • Grove Street Fiduciary reported no remaining Broadridge position as of Q1 2026 after selling out during the quarter.
  • Grove Street Fiduciary sold 1,199 Broadridge shares in Q1 2026, an estimated $268K.
  • Grove Street Fiduciary first reported a position in Broadridge in Q1 2025 and held it in 4 quarters.
  • Grove Street Fiduciary's Broadridge position peaked at $295K in Q1 2025.
  • 1,061 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Grove Street Fiduciary's 13F filing for Q1 2026, filed 22 Apr 2026.