Mirabaud Asset Management’s Broadridge BR Stock Holding History

Mirabaud Asset 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	$546K	Sell	3,338 -5,269	-61%	-$1M	0.45%	32
2025 Q4	$2.08M	Buy	8,607 +2,758	+47%	+$629K	0.96%	30
2025 Q3	$1.39M	Hold	5,849	–	–	0.67%	32
2025 Q2	$1.4M	Sell	5,849 -344	-6%	-$81.8K	0.65%	33
2025 Q1	$1.47M	Sell	6,193 -2,414	-28%	-$568K	0.77%	34
2024 Q4	$1.94M	Buy	8,607 +629	+8%	+$141K	0.9%	30
2024 Q3	$1.69M	Buy	7,978 +1,698	+27%	+$355K	0.7%	38
2024 Q2	$1.24M	Sell	6,280 -344	-5%	-$68.2K	0.57%	37
2024 Q1	$1.36M	Sell	6,624 -2,574	-28%	-$519K	0.55%	35
2023 Q4	$1.89M	Buy	+9,198	New	+$1.7M	0.81%	32

Other funds holding BR

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mirabaud Asset Management's BR Position: Q1 2026 in Review

Mirabaud Asset Management reduced its Broadridge (BR) stake by 61% in Q1 2026, selling an estimated $1M and leaving 3,338 shares worth $546K. The position accounts for 0.45% of the portfolio, ranked #32.

Mirabaud Asset Management first reported a position in BR in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.08M in Q4 2025. 1,054 funds tracked by Wall St. Rank hold BR as of Q1 2026.

Mirabaud Asset Management held 3,338 shares of Broadridge worth $546K as of Q1 2026.
Mirabaud Asset Management sold 5,269 Broadridge shares in Q1 2026, an estimated $1M.
Broadridge made up 0.45% of Mirabaud Asset Management's portfolio in Q1 2026, its #32 holding.
Mirabaud Asset Management first reported a position in Broadridge in Q4 2023 and has held it in 10 quarters since.
Mirabaud Asset Management's Broadridge position peaked at $2.08M in Q4 2025.
1,054 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Mirabaud Asset Management's 13F filing for Q1 2026, filed 13 May 2026.