Junto Capital Management’s Broadridge BR Stock Holding History

Junto Capital 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
2025 Q4	–	Sell	-271,872	Closed	-$64.8M	–	75
2025 Q3	$64.8M	Buy	+271,872	New	+$67.7M	1.33%	34
2025 Q2	–	Sell	-264,411	Closed	-$64.1M	–	78
2025 Q1	$64.1M	Buy	264,411 +100,067	+61%	+$23.5M	1.34%	19
2024 Q4	$37.2M	Sell	164,344 -45,793	-22%	-$10.3M	0.72%	54
2024 Q3	$45.2M	Buy	+210,137	New	+$44M	1%	46
2020 Q2	–	Sell	-731,932	Closed	-$69.4M	–	53
2020 Q1	$69.4M	Buy	731,932 +300,953	+70%	+$34.3M	5.01%	3
2019 Q4	$53.2M	Buy	430,979 +843	+0.2%	+$103K	2.51%	13
2019 Q3	$53.5M	Buy	+430,136	New	+$55.4M	3.18%	12
2019 Q1	–	Sell	-378,181	Closed	-$36.4M	–	43
2018 Q4	$36.4M	Buy	+378,181	New	+$40.9M	2.55%	16

Other funds holding BR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Junto Capital Management's BR Position: Q4 2025 in Review

Junto Capital Management sold out of Broadridge (BR) in Q4 2025, closing a stake of 271,872 shares — an estimated $64.8M sold.

Junto Capital Management first reported a position in BR in Q4 2018 and held it in 8 quarters. The position peaked at $69.4M in Q1 2020. 1,134 funds tracked by Wall St. Rank hold BR as of Q4 2025.

Junto Capital Management reported no remaining Broadridge position as of Q4 2025 after selling out during the quarter.
Junto Capital Management sold 271,872 Broadridge shares in Q4 2025, an estimated $64.8M.
Junto Capital Management first reported a position in Broadridge in Q4 2018 and held it in 8 quarters.
Junto Capital Management's Broadridge position peaked at $69.4M in Q1 2020.
1,134 funds tracked by Wall St. Rank held Broadridge as of Q4 2025.

Based on Junto Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.