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HUB Investment Partners’s Broadridge BR Stock Holding History

HUB Investment Partners’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 		$1.24M Buy
9,028
+1,140
+14% +$172K 0.02% 400
2026
Q1 		$1.28M Sell
7,888
-593
-7% -$113K 0.03% 324
2025
Q4 		$1.89M Buy
8,481
+7,120
+523% +$1.62M 0.05% 220
2025
Q3 		$324K Buy
+1,361
New +$339K 0.01% 518

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

HUB Investment Partners's BR Position: Q2 2026 in Review

HUB Investment Partners increased its Broadridge (BR) stake by 14% in Q2 2026, buying an estimated $172K and bringing the position to 9,028 shares worth $1.24M. The position accounts for 0.02% of the portfolio, ranked #400.

HUB Investment Partners first reported a position in BR in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.89M in Q4 2025. 1,013 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • HUB Investment Partners held 9,028 shares of Broadridge worth $1.24M as of Q2 2026.
  • HUB Investment Partners bought 1,140 Broadridge shares in Q2 2026, an estimated $172K.
  • Broadridge made up 0.02% of HUB Investment Partners's portfolio in Q2 2026, its #400 holding.
  • HUB Investment Partners first reported a position in Broadridge in Q3 2025 and has held it in 4 quarters since.
  • HUB Investment Partners's Broadridge position peaked at $1.89M in Q4 2025.
  • 1,013 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.