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 Q2	$795K	Buy	5,869 +2,531	+76%	+$382K	0.66%	44
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Mirabaud Asset Management's BR Position: Q2 2026 in Review

Mirabaud Asset Management increased its Broadridge (BR) stake by 76% in Q2 2026, buying an estimated $382K and bringing the position to 5,869 shares worth $795K. The position accounts for 0.66% of the portfolio, ranked #44.

Mirabaud Asset Management first reported a position in BR in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.08M in Q4 2025. 1,017 funds tracked by Wall St. Rank hold BR as of Q2 2026.

Mirabaud Asset Management held 5,869 shares of Broadridge worth $795K as of Q2 2026.
Mirabaud Asset Management bought 2,531 Broadridge shares in Q2 2026, an estimated $382K.
Broadridge made up 0.66% of Mirabaud Asset Management's portfolio in Q2 2026, its #44 holding.
Mirabaud Asset Management first reported a position in Broadridge in Q4 2023 and has held it in 11 quarters since.
Mirabaud Asset Management's Broadridge position peaked at $2.08M in Q4 2025.
1,017 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Mirabaud Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.