Long Road Investment Counsel’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.75M | Hold |
16,950
| – | – | 1.08% | 28 |
|
|
2025
Q4 | $3.78M | Sell |
16,950
-275
| -2% | -$62.7K | 1.43% | 22 |
|
|
2025
Q3 | $4.1M | Hold |
17,225
| – | – | 1.45% | 20 |
|
|
2025
Q2 | $4.19M | Sell |
17,225
-125
| -0.7% | -$29.7K | 1.56% | 18 |
|
|
2025
Q1 | $4.21M | Buy |
17,350
+250
| +1% | +$58.8K | 1.63% | 22 |
|
|
2024
Q4 | $3.87M | Sell |
17,100
-200
| -1% | -$44.8K | 1.58% | 22 |
|
|
2024
Q3 | $3.72M | Hold |
17,300
| – | – | 1.48% | 24 |
|
|
2024
Q2 | $3.41M | Buy |
17,300
+100
| +0.6% | +$19.8K | 1.48% | 25 |
|
|
2024
Q1 | $3.52M | Buy |
17,200
+250
| +1% | +$50.4K | 1.48% | 24 |
|
|
2023
Q4 | $3.46M | Sell |
16,950
-500
| -3% | -$92.2K | 1.44% | 25 |
|
|
2023
Q3 | $3.12M | Hold |
17,450
| – | – | 1.52% | 25 |
|
|
2023
Q2 | $2.89M | Hold |
17,450
| – | – | 1.35% | 24 |
|
|
2023
Q1 | $2.56M | Hold |
17,450
| – | – | 1.23% | 25 |
|
|
2022
Q4 | $2.34M | Sell |
17,450
-500
| -3% | -$71K | 1.16% | 27 |
|
|
2022
Q3 | $2.59M | Hold |
17,950
| – | – | 1.42% | 26 |
|
|
2022
Q2 | $2.56M | Buy |
17,950
+300
| +2% | +$43.5K | 1.31% | 29 |
|
|
2022
Q1 | $2.75M | Sell |
17,650
-300
| -2% | -$46K | 1.24% | 27 |
|
|
2021
Q4 | $3.28M | Hold |
17,950
| – | – | 1.3% | 26 |
|
|
2021
Q3 | $2.99M | Hold |
17,950
| – | – | 1.32% | 25 |
|
|
2021
Q2 | $2.9M | Hold |
17,950
| – | – | 1.27% | 26 |
|
|
2021
Q1 | $2.75M | Buy |
17,950
+200
| +1% | +$29.5K | 1.24% | 27 |
|
|
2020
Q4 | $2.72M | Buy |
17,750
+100
| +0.6% | +$14.5K | 1.32% | 26 |
|
|
2020
Q3 | $2.33M | Sell |
17,650
-100
| -0.6% | -$13.4K | 1.31% | 27 |
|
|
2020
Q2 | $2.24M | Sell |
17,750
-200
| -1% | -$23.2K | 1.32% | 27 |
|
|
2020
Q1 | $1.7M | Buy |
17,950
+300
| +2% | +$34.2K | 1.22% | 29 |
|
|
2019
Q4 | $2.18M | Sell |
17,650
-300
| -2% | -$36.7K | 1.29% | 28 |
|
|
2019
Q3 | $2.23M | Sell |
17,950
-250
| -1% | -$32.2K | 1.3% | 27 |
|
|
2019
Q2 | $2.32M | Hold |
18,200
| – | – | 1.37% | 27 |
|
|
2019
Q1 | $1.89M | Buy |
18,200
+1,000
| +6% | +$100K | 1.16% | 30 |
|
|
2018
Q4 | $1.66M | Buy |
17,200
+200
| +1% | +$21.7K | 1.27% | 28 |
|
|
2018
Q3 | $2.24M | Buy |
17,000
+325
| +2% | +$41.3K | 1.49% | 24 |
|
|
2018
Q2 | $1.92M | Sell |
16,675
-1,000
| -6% | -$113K | 1.36% | 29 |
|
|
2018
Q1 | $1.94M | Sell |
17,675
-400
| -2% | -$39.7K | 1.35% | 28 |
|
|
2017
Q4 | $1.64M | Hold |
18,075
| – | – | 1.13% | 34 |
|
|
2017
Q3 | $1.46M | Buy |
18,075
+1,000
| +6% | +$77K | 1.04% | 34 |
|
|
2017
Q2 | $1.29M | Buy |
+17,075
| New | +$1.23M | 0.95% | 36 |
|
Other funds holding BR
VCM
VPM
Long Road Investment Counsel's BR Position: Q1 2026 in Review
Long Road Investment Counsel held its Broadridge (BR) position steady in Q1 2026 at 16,950 shares worth $2.75M. The position accounts for 1.08% of the portfolio, ranked #28.
Long Road Investment Counsel first reported a position in BR in Q2 2017 and has held it in 36 quarters since. The position peaked at $4.21M in Q1 2025. 1,057 funds tracked by Wall St. Rank hold BR as of Q1 2026.
- Long Road Investment Counsel held 16,950 shares of Broadridge worth $2.75M as of Q1 2026.
- Long Road Investment Counsel left its Broadridge share count unchanged in Q1 2026.
- Broadridge made up 1.08% of Long Road Investment Counsel's portfolio in Q1 2026, its #28 holding.
- Long Road Investment Counsel first reported a position in Broadridge in Q2 2017 and has held it in 36 quarters since.
- Long Road Investment Counsel's Broadridge position peaked at $4.21M in Q1 2025.
- 1,057 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.
Based on Long Road Investment Counsel's 13F filing for Q1 2026, filed 8 May 2026.