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Harvest Fund Management’s Broadridge BR Stock Holding History

Harvest Fund 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
Q1 		$1K Sell
4
-2,543
-100% -$483K ﹤0.01% 507
2025
Q4 		$568K Hold
2,547
– – 0.02% 244
2025
Q3 		$606K Buy
2,547
+1,502
+144% +$374K 0.03% 242
2025
Q2 		$254K Buy
1,045
+63
+6% +$15K 0.01% 304
2025
Q1 		$238K Buy
982
+647
+193% +$152K 0.01% 346
2024
Q4 		$76K Hold
335
– – ﹤0.01% 570
2024
Q3 		$72K Buy
335
+28
+9% +$5.86K ﹤0.01% 431
2024
Q2 		$60K Sell
307
-925
-75% -$183K ﹤0.01% 469
2024
Q1 		$252K Sell
1,232
-389
-24% -$78.5K 0.02% 291
2023
Q4 		$334K Hold
1,621
– – 0.05% 159
2023
Q3 		$290K Buy
1,621
+1,228
+312% +$217K 0.05% 168
2023
Q2 		$65K Buy
+393
New +$59.5K 0.01% 389
2019
Q1 		– Sell
-832
Closed -$80K – 359
2018
Q4 		$80K Sell
832
-7,339
-90% -$795K 0.02% 210
2018
Q3 		$1.08M Buy
8,171
+7,736
+1,778% +$982K 0.19% 35
2018
Q2 		$50K Hold
435
– – 0.01% 190
2018
Q1 		$47K Hold
435
– – 0.01% 173
2017
Q4 		$39K Buy
+435
New +$38K 0.01% 187

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

Harvest Fund Management's BR Position: Q1 2026 in Review

Harvest Fund Management reduced its Broadridge (BR) stake by 100% in Q1 2026, selling an estimated $483K and leaving 4 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #507.

Harvest Fund Management first reported a position in BR in Q4 2017 and has held it in 17 quarters since. The position peaked at $1.08M in Q3 2018. 1,054 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • Harvest Fund Management held 4 shares of Broadridge worth $1K as of Q1 2026.
  • Harvest Fund Management sold 2,543 Broadridge shares in Q1 2026, an estimated $483K.
  • Broadridge made up ﹤0.01% of Harvest Fund Management's portfolio in Q1 2026, its #507 holding.
  • Harvest Fund Management first reported a position in Broadridge in Q4 2017 and has held it in 17 quarters since.
  • Harvest Fund Management's Broadridge position peaked at $1.08M in Q3 2018.
  • 1,054 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Harvest Fund Management's 13F filing for Q1 2026, filed 14 May 2026.