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Metis Global Partners’s Broadridge BR Stock Holding History

Metis Global Partners’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
Q2 		$932K Buy
6,805
+701
+11% +$106K 0.02% 457
2026
Q1 		$992K Sell
6,104
-412
-6% -$78.3K 0.02% 443
2025
Q4 		$1.45M Sell
6,516
-1,313
-17% -$299K 0.03% 382
2025
Q3 		$1.86M Sell
7,829
-318
-4% -$79.2K 0.04% 343
2025
Q2 		$1.98M Sell
8,147
-1,854
-19% -$441K 0.05% 314
2025
Q1 		$2.42M Buy
10,001
+694
+7% +$163K 0.07% 268
2024
Q4 		$2.1M Sell
9,307
-879
-9% -$197K 0.06% 268
2024
Q3 		$2.19M Buy
10,186
+41
+0.4% +$8.57K 0.07% 259
2024
Q2 		$2M Buy
10,145
+3,305
+48% +$656K 0.07% 245
2024
Q1 		$1.4M Buy
6,840
+372
+6% +$75K 0.05% 347
2023
Q4 		$1.33M Sell
6,468
-478
-7% -$88.2K 0.05% 338
2023
Q3 		$1.24M Buy
6,946
+1,055
+18% +$187K 0.06% 334
2023
Q2 		$976K Buy
5,891
+2,237
+61% +$339K 0.05% 374
2023
Q1 		$536K Buy
3,654
+1,214
+50% +$174K 0.03% 474
2022
Q4 		$327K Buy
2,440
+711
+41% +$101K 0.03% 511
2022
Q3 		$249K Sell
1,729
-9
-0.5% -$1.46K 0.04% 461
2022
Q2 		$248K Sell
1,738
-108
-6% -$15.7K 0.04% 460
2022
Q1 		$287K Buy
+1,846
New +$283K 0.03% 434

Other funds holding BR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM

Metis Global Partners's BR Position: Q2 2026 in Review

Metis Global Partners increased its Broadridge (BR) stake by 11% in Q2 2026, buying an estimated $106K and bringing the position to 6,805 shares worth $932K. The position accounts for 0.02% of the portfolio, ranked #457.

Metis Global Partners first reported a position in BR in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.42M in Q1 2025. 1,013 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Metis Global Partners held 6,805 shares of Broadridge worth $932K as of Q2 2026.
  • Metis Global Partners bought 701 Broadridge shares in Q2 2026, an estimated $106K.
  • Broadridge made up 0.02% of Metis Global Partners's portfolio in Q2 2026, its #457 holding.
  • Metis Global Partners first reported a position in Broadridge in Q1 2022 and has held it in 18 quarters since.
  • Metis Global Partners's Broadridge position peaked at $2.42M in Q1 2025.
  • 1,013 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Metis Global Partners's 13F filing for Q2 2026, filed 10 Aug 2026.