HIM
BR icon

Hillsdale Investment Management’s Broadridge BR Stock Holding History

Hillsdale Investment 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 		$17.8K Buy
+130
New +$19.6K ﹤0.01% 615
2017
Q1 		– Sell
-150
Closed -$10K – 477
2016
Q4 		$10K Hold
150
– – ﹤0.01% 346
2016
Q3 		$10K Hold
150
– – ﹤0.01% 372
2016
Q2 		$10K Sell
150
-7,200
-98% -$446K ﹤0.01% 381
2016
Q1 		$436K Sell
7,350
-250
-3% -$13.6K 0.15% 118
2015
Q4 		$408K Buy
7,600
+6,100
+407% +$342K 0.16% 129
2015
Q3 		$83K Sell
1,500
-6,200
-81% -$333K 0.03% 401
2015
Q2 		$385K Buy
+7,700
New +$410K 0.12% 161

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 $3.38T AUM 44.17% 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

Hillsdale Investment Management's BR Position: Q2 2026 in Review

Hillsdale Investment Management opened a new position in Broadridge (BR) in Q2 2026: 130 shares worth $17.8K. The stake represents ﹤0.01% of the portfolio and ranks #615 among its holdings. This is a return to the name: Hillsdale Investment Management previously reported a position in BR as recently as Q4 2016.

Hillsdale Investment Management first reported a position in BR in Q2 2015 and has held it in 8 quarters since. The position peaked at $436K in Q1 2016. 1,021 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Hillsdale Investment Management held 130 shares of Broadridge worth $17.8K as of Q2 2026.
  • Broadridge was a new Hillsdale Investment Management position in Q2 2026.
  • Broadridge made up ﹤0.01% of Hillsdale Investment Management's portfolio in Q2 2026, its #615 holding.
  • Hillsdale Investment Management first reported a position in Broadridge in Q2 2015 and has held it in 8 quarters since.
  • Hillsdale Investment Management's Broadridge position peaked at $436K in Q1 2016.
  • 1,021 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Hillsdale Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.