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 Q1	$822K	Buy	+5,060	New	+$961K	0.04%	222

Other funds holding BR

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Logan Capital Management sold out of Broadridge (BR) in Q1 2026, closing a stake of 7,982 shares — an estimated $1.52M sold.

Logan Capital Management first reported a position in BR in Q3 2016 and held it in 38 quarters. The position peaked at $10.1M in Q2 2023. 1,054 funds tracked by Wall St. Rank hold BR as of Q1 2026.

Logan Capital Management reported no remaining Broadridge position as of Q1 2026 after selling out during the quarter.
Logan Capital Management sold 7,982 Broadridge shares in Q1 2026, an estimated $1.52M.
Logan Capital Management first reported a position in Broadridge in Q3 2016 and held it in 38 quarters.
Logan Capital Management's Broadridge position peaked at $10.1M in Q2 2023.
1,054 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Logan Capital Management's 13F filing for Q1 2026, filed 8 May 2026.