Murray Stahl’s Broadridge BR Stock Holding History

Murray Stahl’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	$2.97M	Sell	21,706 -470	-2%	-$71K	0.03%	90
2026 Q1	$3.6M	Buy	22,176 +1,753	+9%	+$333K	0.04%	84
2025 Q4	$4.56M	Buy	20,423 +5,375	+36%	+$1.23M	0.06%	69
2025 Q3	$3.58M	Buy	15,048 +7,287	+94%	+$1.81M	0.04%	82
2025 Q2	$1.89M	Buy	7,761 +1,162	+18%	+$276K	0.02%	131
2025 Q1	$1.6M	Buy	6,599 +4,292	+186%	+$1.01M	0.02%	132
2024 Q4	$522K	Buy	2,307 +59	+3%	+$13.2K	0.01%	230
2024 Q3	$483K	Buy	+2,248	New	+$470K	0.01%	236
2023 Q4	–	Sell	-4,564	Closed	-$817K	–	328
2023 Q3	$817K	Hold	4,564	–	–	0.02%	175
2023 Q2	$756K	Hold	4,564	–	–	0.02%	179
2023 Q1	$669K	Hold	4,564	–	–	0.01%	190
2022 Q4	$612K	Hold	4,564	–	–	0.01%	195
2022 Q3	$659K	Hold	4,564	–	–	0.01%	184
2022 Q2	$651K	Hold	4,564	–	–	0.01%	194
2022 Q1	$711K	Hold	4,564	–	–	0.01%	206
2021 Q4	$834K	Hold	4,564	–	–	0.02%	196
2021 Q3	$761K	Hold	4,564	–	–	0.02%	205
2021 Q2	$737K	Hold	4,564	–	–	0.02%	210
2021 Q1	$699K	Hold	4,564	–	–	0.02%	212
2020 Q4	$699K	Hold	4,564	–	–	0.02%	207
2020 Q3	$602K	Hold	4,564	–	–	0.02%	220
2020 Q2	$576K	Hold	4,564	–	–	0.02%	215
2020 Q1	$433K	Hold	4,564	–	–	0.02%	230
2019 Q4	$564K	Hold	4,564	–	–	0.02%	237
2019 Q3	$568K	Hold	4,564	–	–	0.02%	241
2019 Q2	$583K	Sell	4,564 -1,643	-26%	-$198K	0.02%	243
2019 Q1	$644K	Buy	+6,207	New	+$623K	0.02%	232

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

Murray Stahl's BR Position: Q2 2026 in Review

Murray Stahl reduced its Broadridge (BR) stake by 2.1% in Q2 2026, selling an estimated $71K and leaving 21,706 shares worth $2.97M. The position accounts for 0.03% of the portfolio, ranked #90.

Murray Stahl first reported a position in BR in Q1 2019 and has held it in 27 quarters since. The position peaked at $4.56M in Q4 2025. 1,011 funds tracked by Wall St. Rank hold BR as of Q2 2026.

Murray Stahl held 21,706 shares of Broadridge worth $2.97M as of Q2 2026.
Murray Stahl sold 470 Broadridge shares in Q2 2026, an estimated $71K.
Broadridge made up 0.03% of Murray Stahl's portfolio in Q2 2026, its #90 holding.
Murray Stahl first reported a position in Broadridge in Q1 2019 and has held it in 27 quarters since.
Murray Stahl's Broadridge position peaked at $4.56M in Q4 2025.
1,011 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Horizon Kinetics Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.