KG
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Kilter Group’s Broadridge BR Stock Holding History

Kilter Group’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 		$3.41K Buy
21
+2
+11% +$380 ﹤0.01% 739
2025
Q4 		$4.24K Buy
19
+4
+27% +$912 ﹤0.01% 551
2025
Q3 		$3.57K Sell
15
-1
-6% -$249 ﹤0.01% 522
2025
Q2 		$3.89K Buy
+16
New +$3.8K ﹤0.01% 459

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

Kilter Group's BR Position: Q1 2026 in Review

Kilter Group increased its Broadridge (BR) stake by 11% in Q1 2026, buying an estimated $380 and bringing the position to 21 shares worth $3.41K. The position accounts for ﹤0.01% of the portfolio, ranked #739.

Kilter Group first reported a position in BR in Q2 2025 and has held it in 4 quarters since. The position peaked at $4.24K in Q4 2025. 1,055 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • Kilter Group held 21 shares of Broadridge worth $3.41K as of Q1 2026.
  • Kilter Group bought 2 Broadridge shares in Q1 2026, an estimated $380.
  • Broadridge made up ﹤0.01% of Kilter Group's portfolio in Q1 2026, its #739 holding.
  • Kilter Group first reported a position in Broadridge in Q2 2025 and has held it in 4 quarters since.
  • Kilter Group's Broadridge position peaked at $4.24K in Q4 2025.
  • 1,055 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Kilter Group's 13F filing for Q1 2026, filed 14 May 2026.