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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
Q2 		– Sell
-4
Closed -$1K – 472
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 $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

Harvest Fund Management's BR Position: Q2 2026 in Review

Harvest Fund Management sold out of Broadridge (BR) in Q2 2026, closing a stake of 4 shares — an estimated $1K sold.

Harvest Fund Management first reported a position in BR in Q4 2017 and held it in 17 quarters. The position peaked at $1.08M in Q3 2018. 1,017 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Harvest Fund Management reported no remaining Broadridge position as of Q2 2026 after selling out during the quarter.
  • Harvest Fund Management sold 4 Broadridge shares in Q2 2026, an estimated $1K.
  • Harvest Fund Management first reported a position in Broadridge in Q4 2017 and held it in 17 quarters.
  • Harvest Fund Management's Broadridge position peaked at $1.08M in Q3 2018.
  • 1,017 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Harvest Fund Management's 13F filing for Q2 2026, filed 20 Aug 2026.