Marshall Wace’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.6M | Sell |
18,987
-254,873
| -93% | -$38.5M | ﹤0.01% | 1706 |
|
|
2026
Q1 | $44.5M | Buy |
+273,860
| New | +$52M | 0.04% | 402 |
|
|
2025
Q4 | – | Sell |
-4,613
| Closed | -$1.1M | – | 2977 |
|
|
2025
Q3 | $1.1M | Buy |
+4,613
| New | +$1.15M | ﹤0.01% | 1895 |
|
|
2025
Q1 | – | Sell |
-89,036
| Closed | -$20.1M | – | 2639 |
|
|
2024
Q4 | $20.1M | Buy |
+89,036
| New | +$19.9M | 0.02% | 538 |
|
|
2024
Q2 | – | Sell |
-2,400
| Closed | -$492K | – | 2569 |
|
|
2024
Q1 | $492K | Buy |
2,400
+1,250
| +109% | +$252K | ﹤0.01% | 1928 |
|
|
2023
Q4 | $237K | Sell |
1,150
-24,805
| -96% | -$4.58M | ﹤0.01% | 1934 |
|
|
2023
Q3 | $4.65M | Buy |
+25,955
| New | +$4.6M | 0.01% | 895 |
|
|
2023
Q1 | – | Sell |
-14,559
| Closed | -$1.95M | – | 2679 |
|
|
2022
Q4 | $1.95M | Sell |
14,559
-37,280
| -72% | -$5.3M | ﹤0.01% | 1753 |
|
|
2022
Q3 | $7.48M | Buy |
+51,839
| New | +$8.41M | 0.02% | 1090 |
|
|
2021
Q3 | – | Sell |
-14,878
| Closed | -$2.4M | – | 3041 |
|
|
2021
Q2 | $2.4M | Buy |
+14,878
| New | +$2.38M | 0.01% | 1306 |
|
|
2020
Q1 | – | Sell |
-56
| Closed | -$7K | – | 1642 |
|
|
2019
Q4 | $7K | Sell |
56
-228
| -80% | -$27.9K | ﹤0.01% | 1607 |
|
|
2019
Q3 | $35K | Sell |
284
-30,448
| -99% | -$3.92M | ﹤0.01% | 1538 |
|
|
2019
Q2 | $3.92M | Buy |
30,732
+19,176
| +166% | +$2.31M | 0.03% | 564 |
|
|
2019
Q1 | $1.2M | Buy |
+11,556
| New | +$1.16M | 0.01% | 878 |
|
|
2018
Q4 | – | Sell |
-110,407
| Closed | -$14.6M | – | 1594 |
|
|
2018
Q3 | $14.6M | Buy |
+110,407
| New | +$14M | 0.12% | 220 |
|
|
2015
Q4 | – | Sell |
-82,246
| Closed | -$4.55M | – | 977 |
|
|
2015
Q3 | $4.55M | Sell |
82,246
-60,442
| -42% | -$3.25M | 0.06% | 308 |
|
|
2015
Q2 | $7.14M | Sell |
142,688
-29,920
| -17% | -$1.59M | 0.09% | 236 |
|
|
2015
Q1 | $9.49M | Buy |
172,608
+157,485
| +1,041% | +$8M | 0.12% | 204 |
|
|
2014
Q4 | $698K | Sell |
15,123
-71,861
| -83% | -$3.14M | 0.01% | 614 |
|
|
2014
Q3 | $3.62M | Buy |
86,984
+76,055
| +696% | +$3.16M | 0.05% | 338 |
|
|
2014
Q2 | $455K | Buy |
+10,929
| New | +$428K | 0.01% | 618 |
|
Other funds holding BR
JT
Marshall Wace's BR Position: Q2 2026 in Review
Marshall Wace reduced its Broadridge (BR) stake by 93% in Q2 2026, selling an estimated $38.5M and leaving 18,987 shares worth $2.6M. The position accounts for ﹤0.01% of the portfolio, ranked #1706.
Marshall Wace first reported a position in BR in Q2 2014 and has held it in 21 quarters since. The position peaked at $44.5M in Q1 2026. 1,017 funds tracked by Wall St. Rank hold BR as of Q2 2026.
- Marshall Wace held 18,987 shares of Broadridge worth $2.6M as of Q2 2026.
- Marshall Wace sold 254,873 Broadridge shares in Q2 2026, an estimated $38.5M.
- Broadridge made up ﹤0.01% of Marshall Wace's portfolio in Q2 2026, its #1706 holding.
- Marshall Wace first reported a position in Broadridge in Q2 2014 and has held it in 21 quarters since.
- Marshall Wace's Broadridge position peaked at $44.5M in Q1 2026.
- 1,017 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.
Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.