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Harbour Investments’s Broadridge BR Stock Holding History

Harbour Investments’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 		$93.5K Sell
575
-16
-3% -$3.04K ﹤0.01% 1987
2025
Q4 		$132K Buy
591
+115
+24% +$26.2K ﹤0.01% 1491
2025
Q3 		$113K Sell
476
-13
-3% -$3.24K ﹤0.01% 1525
2025
Q2 		$119K Buy
489
+45
+10% +$10.7K ﹤0.01% 1420
2025
Q1 		$108K Sell
444
-129
-23% -$30.4K ﹤0.01% 1395
2024
Q4 		$130K Buy
573
+95
+20% +$21.3K ﹤0.01% 1241
2024
Q3 		$103K Buy
478
+25
+6% +$5.23K ﹤0.01% 1305
2024
Q2 		$89.2K Sell
453
-31
-6% -$6.15K ﹤0.01% 1286
2024
Q1 		$99.2K Buy
484
+120
+33% +$24.2K ﹤0.01% 1225
2023
Q4 		$74.9K Buy
364
+130
+56% +$24K ﹤0.01% 1270
2023
Q3 		$41.9K Buy
234
+47
+25% +$8.32K ﹤0.01% 1434
2023
Q2 		$31K Sell
187
-33
-15% -$4.99K ﹤0.01% 1579
2023
Q1 		$32.2K Hold
220
– – ﹤0.01% 1534
2022
Q4 		$29.5K Buy
220
+66
+43% +$9.38K ﹤0.01% 1515
2022
Q3 		$22K Hold
154
– – ﹤0.01% 1594
2022
Q2 		$22K Buy
+154
New +$22.3K ﹤0.01% 1594
2021
Q4 		$28K Sell
154
-120
-44% -$21.1K ﹤0.01% 1514
2021
Q3 		$46K Sell
274
-10
-4% -$1.7K ﹤0.01% 1816
2021
Q2 		$46K Buy
284
+82
+41% +$13.1K ﹤0.01% 1859
2021
Q1 		$31K Buy
+202
New +$29.8K ﹤0.01% 1941

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

Harbour Investments's BR Position: Q1 2026 in Review

Harbour Investments reduced its Broadridge (BR) stake by 2.7% in Q1 2026, selling an estimated $3.04K and leaving 575 shares worth $93.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1987.

Harbour Investments first reported a position in BR in Q1 2021 and has held it in 20 quarters since. The position peaked at $132K in Q4 2025. 1,054 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • Harbour Investments held 575 shares of Broadridge worth $93.5K as of Q1 2026.
  • Harbour Investments sold 16 Broadridge shares in Q1 2026, an estimated $3.04K.
  • Broadridge made up ﹤0.01% of Harbour Investments's portfolio in Q1 2026, its #1987 holding.
  • Harbour Investments first reported a position in Broadridge in Q1 2021 and has held it in 20 quarters since.
  • Harbour Investments's Broadridge position peaked at $132K in Q4 2025.
  • 1,054 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.