John Overdeck’s Broadridge BR Stock Holding History

John Overdeck’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
2020 Q3	–	Sell	-2,000	Closed	-$252K	–	3097
2020 Q2	$252K	Sell	2,000 -3,000	-60%	-$347K	﹤0.01%	2494
2020 Q1	$474K	Sell	5,000 -700	-12%	-$79.9K	﹤0.01%	1973
2019 Q4	$704K	Buy	5,700 +2,700	+90%	+$330K	﹤0.01%	2515
2019 Q3	$373K	Buy	+3,000	New	+$386K	﹤0.01%	2784

Other funds holding BR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Jupiter Topco New York $245B AUM

John Overdeck's BR Position: Q2 2026 in Review

John Overdeck increased its Broadridge (BR) stake by 312% in Q2 2026, buying an estimated $171M and bringing the position to 1,495,045 shares worth $205M. The position accounts for 0.15% of the portfolio, ranked #152.

John Overdeck first reported a position in BR in Q3 2013 and has held it in 31 quarters since. 1,011 funds tracked by Wall St. Rank hold BR as of Q2 2026.

John Overdeck held 1,495,045 shares of Broadridge worth $205M as of Q2 2026.
John Overdeck bought 1,132,448 Broadridge shares in Q2 2026, an estimated $171M.
Broadridge made up 0.15% of John Overdeck's portfolio in Q2 2026, its #152 holding.
John Overdeck first reported a position in Broadridge in Q3 2013 and has held it in 31 quarters since.
1,011 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.