Mutual of America Capital Management’s Broadridge BR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.63M Sell
11,920
-501
-4% -$75.7K 0.02% 875
2026
Q1
$2.02M Sell
12,421
-117
-0.9% -$22.2K 0.02% 759
2025
Q4
$2.8M Sell
12,538
-161
-1% -$36.7K 0.03% 655
2025
Q3
$3.02M Sell
12,699
-774
-6% -$193K 0.03% 631
2025
Q2
$3.27M Sell
13,473
-137
-1% -$32.6K 0.04% 620
2025
Q1
$3.3M Sell
13,610
-395
-3% -$93K 0.04% 613
2024
Q4
$3.17M Sell
14,005
-370
-3% -$82.9K 0.03% 674
2024
Q3
$3.09M Sell
14,375
-533
-4% -$111K 0.03% 712
2024
Q2
$2.94M Sell
14,908
-539
-3% -$107K 0.03% 732
2024
Q1
$3.16M Sell
15,447
-300
-2% -$60.5K 0.03% 705
2023
Q4
$3.24M Sell
15,747
-786
-5% -$145K 0.04% 677
2023
Q3
$2.96M Sell
16,533
-441
-3% -$78.1K 0.04% 679
2023
Q2
$2.81M Buy
16,974
+133
+0.8% +$20.1K 0.03% 768
2023
Q1
$2.47M Buy
16,841
+34
+0.2% +$4.87K 0.03% 824
2022
Q4
$2.25M Buy
16,807
+576
+4% +$81.8K 0.03% 855
2022
Q3
$2.34M Buy
16,231
+245
+2% +$39.8K 0.03% 771
2022
Q2
$2.28M Buy
15,986
+399
+3% +$57.9K 0.03% 820
2022
Q1
$2.43M Buy
15,587
+194
+1% +$29.8K 0.03% 878
2021
Q4
$2.81M Buy
15,393
+153
+1% +$26.9K 0.03% 853
2021
Q3
$2.54M Buy
15,240
+90
+0.6% +$15.3K 0.03% 872
2021
Q2
$2.45M Buy
15,150
+155
+1% +$24.8K 0.02% 899
2021
Q1
$2.3M Buy
14,995
+495
+3% +$73.1K 0.02% 906
2020
Q4
$2.22M Sell
14,500
-534
-4% -$77.5K 0.03% 868
2020
Q3
$1.98M Sell
15,034
-721
-5% -$96.4K 0.03% 827
2020
Q2
$1.99M Buy
15,755
+129
+0.8% +$14.9K 0.03% 831
2020
Q1
$1.48M Buy
15,626
+103
+0.7% +$11.8K 0.02% 844
2019
Q4
$1.92M Buy
15,523
+217
+1% +$26.5K 0.02% 927
2019
Q3
$1.91M Sell
15,306
-230
-1% -$29.6K 0.03% 882
2019
Q2
$1.98M Buy
15,536
+99
+0.6% +$11.9K 0.03% 878
2019
Q1
$1.6M Sell
15,437
-38
-0.2% -$3.81K 0.02% 968
2018
Q4
$1.49M Buy
15,475
+435
+3% +$47.1K 0.02% 933
2018
Q3
$1.99M Buy
15,040
+1,239
+9% +$157K 0.03% 906
2018
Q2
$1.59M Sell
13,801
-81,848
-86% -$9.24M 0.02% 987
2018
Q1
$10.5M Buy
95,649
+402
+0.4% +$39.9K 0.16% 103
2017
Q4
$8.63M Sell
95,247
-102
-0.1% -$8.9K 0.13% 151
2017
Q3
$7.71M Sell
95,349
-801
-0.8% -$61.7K 0.13% 167
2017
Q2
$7.26M Buy
96,150
+2,188
+2% +$158K 0.13% 165
2017
Q1
$6.38M Buy
93,962
+1,416
+2% +$96K 0.11% 212
2016
Q4
$6.14M Buy
92,546
+3,399
+4% +$221K 0.12% 207
2016
Q3
$6.04M Buy
89,147
+2,009
+2% +$137K 0.12% 185
2016
Q2
$5.68M Buy
87,138
+4,166
+5% +$258K 0.12% 196
2016
Q1
$4.92M Buy
82,972
+2,538
+3% +$138K 0.11% 225
2015
Q4
$4.32M Buy
80,434
+1,533
+2% +$86K 0.1% 270
2015
Q3
$4.37M Buy
78,901
+1,690
+2% +$90.8K 0.1% 241
2015
Q2
$3.86M Sell
77,211
-1,970
-2% -$105K 0.08% 337
2015
Q1
$4.36M Buy
79,181
+3,492
+5% +$177K 0.09% 283
2014
Q4
$3.5M Buy
75,689
+1,217
+2% +$53.2K 0.08% 391
2014
Q3
$3.1M Sell
74,472
-149
-0.2% -$6.19K 0.07% 412
2014
Q2
$3.11M Buy
74,621
+386
+0.5% +$15.1K 0.07% 429
2014
Q1
$2.76M Buy
74,235
+1,545
+2% +$57.9K 0.07% 503
2013
Q4
$2.87M Buy
72,690
+814
+1% +$29.4K 0.07% 463
2013
Q3
$2.28M Sell
71,876
-107
-0.1% -$3.18K 0.06% 537
2013
Q2
$1.91M Buy
+71,983
New +$1.85M 0.06% 587

Other funds holding BR

Mutual of America Capital Management's BR Position: Q2 2026 in Review

Mutual of America Capital Management reduced its Broadridge (BR) stake by 4% in Q2 2026, selling an estimated $75.7K and leaving 11,920 shares worth $1.63M. The position accounts for 0.02% of the portfolio, ranked #875.

Mutual of America Capital Management first reported a position in BR in Q2 2013 and has held it in 53 quarters since. The position peaked at $10.5M in Q1 2018. 649 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Mutual of America Capital Management held 11,920 shares of Broadridge worth $1.63M as of Q2 2026.
  • Mutual of America Capital Management sold 501 Broadridge shares in Q2 2026, an estimated $75.7K.
  • Broadridge made up 0.02% of Mutual of America Capital Management's portfolio in Q2 2026, its #875 holding.
  • Mutual of America Capital Management first reported a position in Broadridge in Q2 2013 and has held it in 53 quarters since.
  • Mutual of America Capital Management's Broadridge position peaked at $10.5M in Q1 2018.
  • 649 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Mutual of America Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.