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
YAM
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. 650 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.
- 650 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.