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Meyer Handelman Company’s Broadridge BR Stock Holding History

Meyer Handelman Company’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 		– Sell
-1,945
Closed -$434K – 222
2025
Q4 		$434K Hold
1,945
– – 0.01% 184
2025
Q3 		$463K Sell
1,945
-1,010
-34% -$252K 0.01% 179
2025
Q2 		$718K Sell
2,955
-150
-5% -$35.6K 0.02% 167
2025
Q1 		$753K Sell
3,105
-125
-4% -$29.4K 0.03% 165
2024
Q4 		$730K Sell
3,230
-40
-1% -$8.96K 0.03% 168
2024
Q3 		$703K Sell
3,270
-700
-18% -$146K 0.02% 168
2024
Q2 		$782K Sell
3,970
-3,640
-48% -$722K 0.03% 165
2024
Q1 		$1.56M Sell
7,610
-990
-12% -$200K 0.05% 142
2023
Q4 		$1.77M Hold
8,600
– – 0.07% 133
2023
Q3 		$1.54M Hold
8,600
– – 0.06% 136
2023
Q2 		$1.42M Buy
8,600
+975
+13% +$148K 0.06% 137
2023
Q1 		$1.12M Sell
7,625
-375
-5% -$53.7K 0.05% 140
2022
Q4 		$1.07M Buy
8,000
+375
+5% +$53.3K 0.04% 141
2022
Q3 		$1.1M Hold
7,625
– – 0.05% 138
2022
Q2 		$1.09M Buy
7,625
+2,550
+50% +$370K 0.05% 143
2022
Q1 		$790K Buy
+5,075
New +$779K 0.03% 151
2017
Q2 		– Sell
-7,250
Closed -$493K – 190
2017
Q1 		$493K Buy
7,250
+3,625
+100% +$246K 0.02% 154
2016
Q4 		$240K Hold
3,625
– – 0.01% 182
2016
Q3 		$246K Hold
3,625
– – 0.01% 179
2016
Q2 		$236K Hold
3,625
– – 0.01% 182
2016
Q1 		$215K Buy
+3,625
New +$198K 0.01% 196
2015
Q4 		– Sell
-3,625
Closed -$201K – 203
2015
Q3 		$201K Buy
+3,625
New +$195K 0.01% 200

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

Meyer Handelman Company's BR Position: Q1 2026 in Review

Meyer Handelman Company sold out of Broadridge (BR) in Q1 2026, closing a stake of 1,945 shares — an estimated $434K sold.

Meyer Handelman Company first reported a position in BR in Q3 2015 and held it in 22 quarters. The position peaked at $1.77M in Q4 2023. 1,054 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • Meyer Handelman Company reported no remaining Broadridge position as of Q1 2026 after selling out during the quarter.
  • Meyer Handelman Company sold 1,945 Broadridge shares in Q1 2026, an estimated $434K.
  • Meyer Handelman Company first reported a position in Broadridge in Q3 2015 and held it in 22 quarters.
  • Meyer Handelman Company's Broadridge position peaked at $1.77M in Q4 2023.
  • 1,054 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Meyer Handelman Company's 13F filing for Q1 2026, filed 20 Apr 2026.