Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Broadridge BR Stock Holding History

Kovitz Investment Group Partners’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 		$371K Buy
+2,708
New +$409K 0.01% 413
2025
Q4 		– Sell
-87,207
Closed -$20.8M – 553
2025
Q3 		$20.8M Buy
87,207
+18,154
+26% +$4.52M 0.08% 210
2025
Q2 		$16.8M Buy
69,053
+42,789
+163% +$10.2M 0.07% 224
2025
Q1 		$6.37M Sell
26,264
-53
-0.2% -$12.5K 0.03% 356
2024
Q4 		$5.95M Buy
26,317
+498
+2% +$112K 0.03% 369
2024
Q3 		$5.15M Buy
+25,819
New +$5.4M 0.04% 338

Other funds holding BR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM

Kovitz Investment Group Partners's BR Position: Q2 2026 in Review

Kovitz Investment Group Partners opened a new position in Broadridge (BR) in Q2 2026: 2,708 shares worth $371K. The stake represents 0.01% of the portfolio and ranks #413 among its holdings. This is a return to the name: Kovitz Investment Group Partners previously reported a position in BR as recently as Q3 2025.

Kovitz Investment Group Partners first reported a position in BR in Q3 2024 and has held it in 6 quarters since. The position peaked at $20.8M in Q3 2025. 1,014 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Kovitz Investment Group Partners held 2,708 shares of Broadridge worth $371K as of Q2 2026.
  • Broadridge was a new Kovitz Investment Group Partners position in Q2 2026.
  • Broadridge made up 0.01% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #413 holding.
  • Kovitz Investment Group Partners first reported a position in Broadridge in Q3 2024 and has held it in 6 quarters since.
  • Kovitz Investment Group Partners's Broadridge position peaked at $20.8M in Q3 2025.
  • 1,014 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.