Investors Research Corp’s Broadridge BR Stock Holding History

Investors Research Corp’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	$880K	Buy	6,425 +75	+1%	+$11.3K	0.16%	110
2026 Q1	$1.03M	Buy	6,350 +6,298	+12,112%	+$1.2M	0.2%	100
2025 Q4	$11.6K	Hold	52	–	–	﹤0.01%	610
2025 Q3	$12.4K	Hold	52	–	–	﹤0.01%	617
2025 Q2	$12.6K	Hold	52	–	–	﹤0.01%	641
2025 Q1	$12.6K	Hold	52	–	–	﹤0.01%	648
2024 Q4	$11.8K	Hold	52	–	–	﹤0.01%	652
2024 Q3	$11.2K	Hold	52	–	–	﹤0.01%	671
2024 Q2	$10.2K	Hold	52	–	–	﹤0.01%	710
2024 Q1	$10.7K	Sell	52 -124	-70%	-$25K	﹤0.01%	711
2023 Q4	$36.2K	Hold	176	–	–	0.01%	554
2023 Q3	$31.5K	Hold	176	–	–	0.01%	577
2023 Q2	$29.2K	Hold	176	–	–	0.01%	596
2023 Q1	$25.8K	Hold	176	–	–	0.01%	621
2022 Q4	$23.6K	Hold	176	–	–	0.01%	634
2022 Q3	$25K	Hold	176	–	–	0.01%	599
2022 Q2	$25K	Hold	176	–	–	0.01%	609
2022 Q1	$27K	Hold	176	–	–	0.01%	602
2021 Q4	$32K	Hold	176	–	–	0.01%	586
2021 Q3	$29K	Hold	176	–	–	0.01%	605
2021 Q2	$28K	Hold	176	–	–	0.01%	615
2021 Q1	$27K	Hold	176	–	–	0.01%	625
2020 Q4	$27K	Hold	176	–	–	0.01%	657
2020 Q3	$23K	Hold	176	–	–	0.01%	656
2020 Q2	$22K	Hold	176	–	–	0.01%	653
2020 Q1	$17K	Hold	176	–	–	0.01%	647
2019 Q4	$22K	Hold	176	–	–	0.01%	685
2019 Q3	$22K	Buy	176 +124	+238%	+$16K	0.01%	677
2019 Q2	$7K	Hold	52	–	–	﹤0.01%	845
2019 Q1	$5K	Buy	+52	New	+$5.22K	﹤0.01%	856

Other funds holding BR

CIM

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

FAM

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

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

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

BST

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

MCM

McRae Capital Management Morristown, New Jersey $508M AUM 14.21% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Investors Research Corp's BR Position: Q2 2026 in Review

Investors Research Corp increased its Broadridge (BR) stake by 1.2% in Q2 2026, buying an estimated $11.3K and bringing the position to 6,425 shares worth $880K. The position accounts for 0.16% of the portfolio, ranked #110.

Investors Research Corp first reported a position in BR in Q1 2019 and has held it in 30 quarters since. The position peaked at $1.03M in Q1 2026. 138 funds tracked by Wall St. Rank hold BR as of Q2 2026.

Investors Research Corp held 6,425 shares of Broadridge worth $880K as of Q2 2026.
Investors Research Corp bought 75 Broadridge shares in Q2 2026, an estimated $11.3K.
Broadridge made up 0.16% of Investors Research Corp's portfolio in Q2 2026, its #110 holding.
Investors Research Corp first reported a position in Broadridge in Q1 2019 and has held it in 30 quarters since.
Investors Research Corp's Broadridge position peaked at $1.03M in Q1 2026.
138 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Investors Research Corp's 13F filing for Q2 2026, filed 10 Jul 2026.