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Intact Investment Management’s Broadridge BR Stock Holding History

Intact 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
Q1 		– Sell
-300
Closed -$67K – 277
2025
Q4 		$67K Buy
+300
New +$68.4K ﹤0.01% 307
2025
Q3 		– Sell
-300
Closed -$72.9K – 267
2025
Q2 		$72.9K Buy
+300
New +$71.3K ﹤0.01% 299
2025
Q1 		– Sell
-300
Closed -$67.8K – 321
2024
Q4 		$67.8K Buy
+300
New +$67.2K ﹤0.01% 279

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

Intact Investment Management's BR Position: Q1 2026 in Review

Intact Investment Management sold out of Broadridge (BR) in Q1 2026, closing a stake of 300 shares — an estimated $67K sold.

Intact Investment Management first reported a position in BR in Q4 2024 and held it in 3 quarters. The position peaked at $72.9K in Q2 2025. 1,061 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • Intact Investment Management reported no remaining Broadridge position as of Q1 2026 after selling out during the quarter.
  • Intact Investment Management sold 300 Broadridge shares in Q1 2026, an estimated $67K.
  • Intact Investment Management first reported a position in Broadridge in Q4 2024 and held it in 3 quarters.
  • Intact Investment Management's Broadridge position peaked at $72.9K in Q2 2025.
  • 1,061 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Intact Investment Management's 13F filing for Q1 2026, filed 8 May 2026.