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MAI Capital Management’s Broadridge BR Stock Holding History

MAI 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 		– Hold
0
– – – 1848
2025
Q4 		– Hold
0
– – – 1490
2025
Q3 		– Hold
0
– – – 1395

Other funds holding BR

BlackRock
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
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

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

MAI Capital Management reduced its Broadridge (BR) stake by 23% in Q1 2026, selling an estimated $1.52M and leaving 27,485 shares worth $4.47M. The position accounts for 0.03% of the portfolio, ranked #435.

MAI Capital Management first reported a position in BR in Q4 2019 and has held it in 25 quarters since. The position peaked at $8.17M in Q2 2025. 1,055 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • MAI Capital Management held 27,485 shares of Broadridge worth $4.47M as of Q1 2026.
  • MAI Capital Management sold 8,010 Broadridge shares in Q1 2026, an estimated $1.52M.
  • Broadridge made up 0.03% of MAI Capital Management's portfolio in Q1 2026, its #435 holding.
  • MAI Capital Management first reported a position in Broadridge in Q4 2019 and has held it in 25 quarters since.
  • MAI Capital Management's Broadridge position peaked at $8.17M in Q2 2025.
  • 1,055 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.