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Legato Capital Management’s Broadridge BR Stock Holding History

Legato 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
2026
Q1 		$250K Hold
1,537
– – 0.02% 672
2025
Q4 		$343K Buy
+1,537
New +$351K 0.03% 655

Other funds holding BR

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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

Legato Capital Management's BR Position: Q1 2026 in Review

Legato Capital Management held its Broadridge (BR) position steady in Q1 2026 at 1,537 shares worth $250K. The position accounts for 0.02% of the portfolio, ranked #672.

Legato Capital Management first reported a position in BR in Q4 2025 and has held it in 2 quarters since. The position peaked at $343K in Q4 2025. 1,057 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • Legato Capital Management held 1,537 shares of Broadridge worth $250K as of Q1 2026.
  • Legato Capital Management left its Broadridge share count unchanged in Q1 2026.
  • Broadridge made up 0.02% of Legato Capital Management's portfolio in Q1 2026, its #672 holding.
  • Legato Capital Management first reported a position in Broadridge in Q4 2025 and has held it in 2 quarters since.
  • Legato Capital Management's Broadridge position peaked at $343K in Q4 2025.
  • 1,057 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Legato Capital Management's 13F filing for Q1 2026, filed 14 May 2026.