iA Global Asset Management’s Broadridge BR Stock Holding History

iA Global Asset 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	$317K	Sell	2,312 -4,350	-65%	-$657K	﹤0.01%	399
2026 Q1	$1.08M	Buy	6,662 +3,054	+85%	+$580K	0.02%	306
2025 Q4	$805K	Sell	3,608 -1,597	-31%	-$364K	0.01%	309
2025 Q3	$1.24M	Buy	5,205 +692	+15%	+$172K	0.02%	288
2025 Q2	$1.1M	Buy	4,513 +3,597	+393%	+$855K	0.02%	276
2025 Q1	$222K	Buy	+916	New	+$216K	﹤0.01%	401
2024 Q4	–	Sell	-7,606	Closed	-$1.64M	–	431
2024 Q3	$1.64M	Buy	7,606 +6,183	+435%	+$1.29M	0.03%	279
2024 Q2	$280K	Sell	1,423 -1,012	-42%	-$201K	0.01%	400
2024 Q1	$499K	Buy	2,435 +845	+53%	+$170K	0.01%	364
2023 Q4	$327K	Buy	+1,590	New	+$293K	0.01%	384

Other funds holding BR

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

SIC

Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

BST

Bath Savings Trust Bath, Maine $965M AUM 10.64% 1-Year Est. Return

iA Global Asset Management's BR Position: Q2 2026 in Review

iA Global Asset Management reduced its Broadridge (BR) stake by 65% in Q2 2026, selling an estimated $657K and leaving 2,312 shares worth $317K. The position accounts for ﹤0.01% of the portfolio, ranked #399.

iA Global Asset Management first reported a position in BR in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.64M in Q3 2024. 313 funds tracked by Wall St. Rank hold BR as of Q2 2026.

iA Global Asset Management held 2,312 shares of Broadridge worth $317K as of Q2 2026.
iA Global Asset Management sold 4,350 Broadridge shares in Q2 2026, an estimated $657K.
Broadridge made up ﹤0.01% of iA Global Asset Management's portfolio in Q2 2026, its #399 holding.
iA Global Asset Management first reported a position in Broadridge in Q4 2023 and has held it in 10 quarters since.
iA Global Asset Management's Broadridge position peaked at $1.64M in Q3 2024.
313 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on iA Global Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.