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InceptionR’s Broadridge BR Stock Holding History

InceptionR’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 		$906K Buy
+5,579
New +$1.06M 0.22% 143
2025
Q4 		– Sell
-3,818
Closed -$909K – 619
2025
Q3 		$909K Buy
+3,818
New +$951K 0.22% 154
2024
Q4 		– Sell
-6,880
Closed -$1.48M – 635
2024
Q3 		$1.48M Buy
6,880
+4,218
+158% +$882K 0.36% 49
2024
Q2 		$524K Buy
+2,662
New +$528K 0.15% 267
2023
Q3 		– Sell
-2,840
Closed -$470K – 408
2023
Q2 		$470K Buy
+2,840
New +$430K 0.25% 159

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

InceptionR's BR Position: Q1 2026 in Review

InceptionR opened a new position in Broadridge (BR) in Q1 2026: 5,579 shares worth $906K. The stake represents 0.22% of the portfolio and ranks #143 among its holdings. This is a return to the name: InceptionR previously reported a position in BR as recently as Q3 2025.

InceptionR first reported a position in BR in Q2 2023 and has held it in 5 quarters since. The position peaked at $1.48M in Q3 2024. 1,054 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • InceptionR held 5,579 shares of Broadridge worth $906K as of Q1 2026.
  • Broadridge was a new InceptionR position in Q1 2026.
  • Broadridge made up 0.22% of InceptionR's portfolio in Q1 2026, its #143 holding.
  • InceptionR first reported a position in Broadridge in Q2 2023 and has held it in 5 quarters since.
  • InceptionR's Broadridge position peaked at $1.48M in Q3 2024.
  • 1,054 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on InceptionR's 13F filing for Q1 2026, filed 14 May 2026.