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Logan Capital Management’s Broadridge BR Stock Holding History

Logan 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
Q2 		– Sell
-5,060
Closed -$822K – 474
2026
Q1 		$822K Buy
+5,060
New +$961K 0.04% 222

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

Logan Capital Management's BR Position: Q2 2026 in Review

Logan Capital Management opened a new position in Broadridge (BR) in Q2 2026: 5,000 shares worth $685K. The stake represents 0.03% of the portfolio and ranks #230 among its holdings. This is a return to the name: Logan Capital Management previously reported a position in BR as recently as Q4 2025.

Logan Capital Management first reported a position in BR in Q3 2016 and has held it in 39 quarters since. The position peaked at $10.1M in Q2 2023. 1,017 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Logan Capital Management held 5,000 shares of Broadridge worth $685K as of Q2 2026.
  • Broadridge was a new Logan Capital Management position in Q2 2026.
  • Broadridge made up 0.03% of Logan Capital Management's portfolio in Q2 2026, its #230 holding.
  • Logan Capital Management first reported a position in Broadridge in Q3 2016 and has held it in 39 quarters since.
  • Logan Capital Management's Broadridge position peaked at $10.1M in Q2 2023.
  • 1,017 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Logan Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.