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Inscription Capital’s Broadridge BR Stock Holding History

Inscription Capital’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 		– Sell
-2,889
Closed -$645K – 731
2025
Q4 		$645K Buy
2,889
+1,534
+113% +$350K 0.07% 292
2025
Q3 		$323K Buy
1,355
+326
+32% +$81.2K 0.03% 470
2025
Q2 		$250K Sell
1,029
-71
-6% -$16.9K 0.04% 408
2025
Q1 		$225K Buy
+1,100
New +$259K 0.04% 303
2024
Q2 		– Sell
-1,100
Closed -$225K – 350
2024
Q1 		$225K Buy
+1,100
New +$222K 0.04% 303
2022
Q3 		– Sell
-2,550
Closed -$364K – 203
2022
Q2 		$364K Buy
+2,550
New +$370K 0.07% 184

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Inscription Capital's BR Position: Q1 2026 in Review

Inscription Capital sold out of Broadridge (BR) in Q1 2026, closing a stake of 2,889 shares — an estimated $645K sold.

Inscription Capital first reported a position in BR in Q2 2022 and held it in 6 quarters. The position peaked at $645K in Q4 2025. 1,061 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • Inscription Capital reported no remaining Broadridge position as of Q1 2026 after selling out during the quarter.
  • Inscription Capital sold 2,889 Broadridge shares in Q1 2026, an estimated $645K.
  • Inscription Capital first reported a position in Broadridge in Q2 2022 and held it in 6 quarters.
  • Inscription Capital's Broadridge position peaked at $645K in Q4 2025.
  • 1,061 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Inscription Capital's 13F filing for Q1 2026, filed 20 Apr 2026.