Mercer Global Advisors
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Mercer Global Advisors’s Broadridge BR Stock Holding History

Mercer Global Advisors’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 		$4.18M Buy
25,753
+10,738
+72% +$2.04M 0.01% 839
2025
Q4 		$3.21M Buy
15,015
+1,607
+12% +$367K ﹤0.01% 901
2025
Q3 		$3.19M Buy
13,408
+2,079
+18% +$518K 0.01% 833
2025
Q2 		$2.75M Sell
11,329
-2,170
-16% -$516K 0.01% 762
2025
Q1 		$3.27M Buy
13,499
+203
+2% +$47.8K 0.01% 675
2024
Q4 		$3.01M Buy
13,296
+1,635
+14% +$366K 0.01% 692
2024
Q3 		$2.5M Buy
11,661
+278
+2% +$58.1K 0.01% 707
2024
Q2 		$2.38M Sell
11,383
-93
-0.8% -$18.4K 0.01% 676
2024
Q1 		$2.35M Buy
11,476
+338
+3% +$68.2K 0.01% 680
2023
Q4 		$2.29M Sell
11,138
-145
-1% -$26.8K 0.01% 703
2023
Q3 		$2.02M Buy
11,283
+1,512
+15% +$268K 0.01% 698
2023
Q2 		$1.62M Sell
9,771
-2,419
-20% -$366K 0.01% 793
2023
Q1 		$1.79M Buy
12,190
+2,654
+28% +$380K 0.01% 714
2022
Q4 		$1.28M Buy
9,536
+292
+3% +$41.5K 0.01% 822
2022
Q3 		$1.33M Buy
9,244
+338
+4% +$54.9K 0.01% 742
2022
Q2 		$1.27M Buy
8,906
+510
+6% +$74K 0.01% 756
2022
Q1 		$1.31M Sell
8,396
-2,144
-20% -$329K 0.01% 792
2021
Q4 		$1.93M Sell
10,540
-325
-3% -$57.1K 0.01% 639
2021
Q3 		$1.81M Buy
10,865
+835
+8% +$142K 0.01% 648
2021
Q2 		$1.62M Buy
10,030
+1,455
+17% +$233K 0.01% 648
2021
Q1 		$1.31M Buy
8,575
+3,978
+87% +$587K 0.01% 684
2020
Q4 		$704K Sell
4,597
-2,097
-31% -$304K 0.01% 738
2020
Q3 		$884K Buy
6,694
+4,080
+156% +$545K 0.01% 585
2020
Q2 		$330K Sell
2,614
-3,129
-54% -$362K 0.01% 818
2020
Q1 		$545K Sell
5,743
-4,330
-43% -$494K 0.01% 643
2019
Q4 		$1.24M Buy
10,073
+288
+3% +$35.2K 0.02% 464
2019
Q3 		$1.22M Sell
9,785
-680
-6% -$87.6K 0.03% 424
2019
Q2 		$1.34M Buy
10,465
+978
+10% +$118K 0.04% 389
2019
Q1 		$984K Buy
+9,487
New +$952K 0.04% 419

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

Mercer Global Advisors's BR Position: Q1 2026 in Review

Mercer Global Advisors increased its Broadridge (BR) stake by 72% in Q1 2026, buying an estimated $2.04M and bringing the position to 25,753 shares worth $4.18M. The position accounts for 0.01% of the portfolio, ranked #839.

Mercer Global Advisors first reported a position in BR in Q1 2019 and has held it in 29 quarters since. 1,054 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • Mercer Global Advisors held 25,753 shares of Broadridge worth $4.18M as of Q1 2026.
  • Mercer Global Advisors bought 10,738 Broadridge shares in Q1 2026, an estimated $2.04M.
  • Broadridge made up 0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #839 holding.
  • Mercer Global Advisors first reported a position in Broadridge in Q1 2019 and has held it in 29 quarters since.
  • 1,054 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.