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INTECH Investment Management’s Broadridge BR Stock Holding History

INTECH 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 		$1.16M Buy
7,124
+1,781
+33% +$338K 0.01% 946
2025
Q4 		$1.19M Sell
5,343
-5,228
-49% -$1.19M 0.01% 1023
2025
Q3 		$2.52M Sell
10,571
-12,345
-54% -$3.07M 0.02% 650
2025
Q2 		$5.57M Sell
22,916
-10,255
-31% -$2.44M 0.05% 321
2025
Q1 		$8.04M Sell
33,171
-979
-3% -$230K 0.08% 209
2024
Q4 		$7.72M Sell
34,150
-18,321
-35% -$4.1M 0.07% 224
2024
Q3 		$11.3M Buy
52,471
+25,539
+95% +$5.34M 0.13% 151
2024
Q2 		$5.31M Buy
26,932
+14,721
+121% +$2.92M 0.07% 252
2024
Q1 		$2.5M Buy
12,211
+7,739
+173% +$1.56M 0.04% 333
2023
Q4 		$920K Sell
4,472
-5,660
-56% -$1.04M 0.01% 439
2023
Q3 		$1.81M Sell
10,132
-22,623
-69% -$4.01M 0.03% 359
2023
Q2 		$5.43M Sell
32,755
-200,956
-86% -$30.4M 0.06% 268
2023
Q1 		$34.3M Sell
233,711
-101,610
-30% -$14.5M 0.28% 93
2022
Q4 		$45M Sell
335,321
-39,023
-10% -$5.54M 0.34% 70
2022
Q3 		$54M Sell
374,344
-29,063
-7% -$4.72M 0.41% 58
2022
Q2 		$57.5M Buy
+403,407
New +$58.5M 0.33% 80

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

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

INTECH Investment Management increased its Broadridge (BR) stake by 33% in Q1 2026, buying an estimated $338K and bringing the position to 7,124 shares worth $1.16M. The position accounts for 0.01% of the portfolio, ranked #946.

INTECH Investment Management first reported a position in BR in Q2 2022 and has held it in 16 quarters since. The position peaked at $57.5M in Q2 2022. 1,054 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • INTECH Investment Management held 7,124 shares of Broadridge worth $1.16M as of Q1 2026.
  • INTECH Investment Management bought 1,781 Broadridge shares in Q1 2026, an estimated $338K.
  • Broadridge made up 0.01% of INTECH Investment Management's portfolio in Q1 2026, its #946 holding.
  • INTECH Investment Management first reported a position in Broadridge in Q2 2022 and has held it in 16 quarters since.
  • INTECH Investment Management's Broadridge position peaked at $57.5M in Q2 2022.
  • 1,054 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

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