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Hamilton Capital Partners (Canada)’s Broadridge BR Stock Holding History

Hamilton Capital Partners (Canada)’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 		$156K Sell
1,141
-129
-10% -$19.5K ﹤0.01% 202
2026
Q1 		$206K Buy
1,270
+510
+67% +$96.9K 0.01% 197
2025
Q4 		$170K Sell
760
-69
-8% -$15.7K 0.01% 207
2025
Q3 		$197K Hold
829
– – 0.01% 206
2025
Q2 		$201K Sell
829
-416
-33% -$98.9K 0.01% 198
2025
Q1 		$302K Buy
+1,245
New +$293K 0.02% 145

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

Hamilton Capital Partners (Canada)'s BR Position: Q2 2026 in Review

Hamilton Capital Partners (Canada) reduced its Broadridge (BR) stake by 10% in Q2 2026, selling an estimated $19.5K and leaving 1,141 shares worth $156K. The position accounts for ﹤0.01% of the portfolio, ranked #202.

Hamilton Capital Partners (Canada) first reported a position in BR in Q1 2025 and has held it in 6 quarters since. The position peaked at $302K in Q1 2025. 955 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Hamilton Capital Partners (Canada) held 1,141 shares of Broadridge worth $156K as of Q2 2026.
  • Hamilton Capital Partners (Canada) sold 129 Broadridge shares in Q2 2026, an estimated $19.5K.
  • Broadridge made up ﹤0.01% of Hamilton Capital Partners (Canada)'s portfolio in Q2 2026, its #202 holding.
  • Hamilton Capital Partners (Canada) first reported a position in Broadridge in Q1 2025 and has held it in 6 quarters since.
  • Hamilton Capital Partners (Canada)'s Broadridge position peaked at $302K in Q1 2025.
  • 955 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Hamilton Capital Partners (Canada)'s 13F filing for Q2 2026, filed 14 Aug 2026.