Ken Fisher
BR icon

Ken Fisher’s Broadridge BR Stock Holding History

Ken Fisher’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 		$369K Sell
2,271
-391
-15% -$74.3K ﹤0.01% 859
2025
Q4 		$594K Buy
2,662
+1,075
+68% +$245K ﹤0.01% 748
2025
Q3 		$378K Buy
1,587
+307
+24% +$76.5K ﹤0.01% 833
2025
Q2 		$311K Sell
1,280
-568
-31% -$135K ﹤0.01% 877
2025
Q1 		$448K Buy
+1,848
New +$435K ﹤0.01% 810

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

Ken Fisher's BR Position: Q1 2026 in Review

Ken Fisher reduced its Broadridge (BR) stake by 15% in Q1 2026, selling an estimated $74.3K and leaving 2,271 shares worth $369K. The position accounts for ﹤0.01% of the portfolio, ranked #859.

Ken Fisher first reported a position in BR in Q1 2025 and has held it in 5 quarters since. The position peaked at $594K in Q4 2025. 1,057 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • Ken Fisher held 2,271 shares of Broadridge worth $369K as of Q1 2026.
  • Ken Fisher sold 391 Broadridge shares in Q1 2026, an estimated $74.3K.
  • Broadridge made up ﹤0.01% of Ken Fisher's portfolio in Q1 2026, its #859 holding.
  • Ken Fisher first reported a position in Broadridge in Q1 2025 and has held it in 5 quarters since.
  • Ken Fisher's Broadridge position peaked at $594K in Q4 2025.
  • 1,057 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Fisher Asset Management's 13F filing for Q1 2026, filed 5 May 2026.