MV 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
Q1 | $56.4K | Buy |
347
+50
| +17% | +$9.5K | 0.01% | 306 |
|
|
2025
Q4 | $66.3K | Buy |
297
+3
| +1% | +$684 | 0.01% | 283 |
|
|
2025
Q3 | $70K | Hold |
294
| – | – | 0.01% | 271 |
|
|
2025
Q2 | $71.5K | Hold |
294
| – | – | 0.01% | 268 |
|
|
2025
Q1 | $71.3K | Hold |
294
| – | – | 0.01% | 268 |
|
|
2024
Q4 | $66.5K | Sell |
294
-2
| -0.7% | -$448 | 0.01% | 268 |
|
|
2024
Q3 | $63.6K | Sell |
296
-1
| -0.3% | -$209 | 0.01% | 281 |
|
|
2024
Q2 | $58.5K | Buy |
297
+3
| +1% | +$595 | 0.01% | 273 |
|
|
2024
Q1 | $60.2K | Sell |
294
-4
| -1% | -$807 | 0.01% | 275 |
|
|
2023
Q4 | $61.3K | Buy |
298
+2
| +0.7% | +$369 | 0.01% | 276 |
|
|
2023
Q3 | $53K | Buy |
296
+1
| +0.3% | +$177 | 0.01% | 281 |
|
|
2023
Q2 | $48.9K | Buy |
295
+2
| +0.7% | +$303 | 0.01% | 299 |
|
|
2023
Q1 | $42.9K | Buy |
293
+3
| +1% | +$429 | 0.01% | 299 |
|
|
2022
Q4 | $38.9K | Buy |
290
+72
| +33% | +$10.2K | 0.01% | 260 |
|
|
2022
Q3 | $31K | Buy |
218
+23
| +12% | +$3.73K | 0.01% | 273 |
|
|
2022
Q2 | $28K | Sell |
195
-2
| -1% | -$290 | ﹤0.01% | 279 |
|
|
2022
Q1 | $31K | Sell |
197
-43
| -18% | -$6.6K | ﹤0.01% | 273 |
|
|
2021
Q4 | $44K | Buy |
240
+40
| +20% | +$7.03K | 0.01% | 224 |
|
|
2021
Q3 | $33K | Buy |
200
+5
| +3% | +$852 | 0.01% | 242 |
|
|
2021
Q2 | $31K | Buy |
195
+21
| +12% | +$3.36K | 0.01% | 237 |
|
|
2021
Q1 | $27K | Hold |
174
| – | – | ﹤0.01% | 202 |
|
|
2020
Q4 | $27K | Hold |
174
| – | – | 0.01% | 192 |
|
|
2020
Q3 | $23K | Hold |
174
| – | – | ﹤0.01% | 180 |
|
|
2020
Q2 | $22K | Hold |
174
| – | – | 0.01% | 194 |
|
|
2020
Q1 | $17K | Hold |
174
| – | – | ﹤0.01% | 193 |
|
|
2019
Q4 | $21K | Sell |
174
-38
| -18% | -$4.65K | ﹤0.01% | 201 |
|
|
2019
Q3 | $26K | Hold |
212
| – | – | 0.01% | 194 |
|
|
2019
Q2 | $27K | Sell |
212
-29
| -12% | -$3.49K | 0.01% | 180 |
|
|
2019
Q1 | $25K | Buy |
241
+67
| +39% | +$6.72K | 0.01% | 177 |
|
|
2018
Q4 | $17K | Sell |
174
-38
| -18% | -$4.12K | ﹤0.01% | 200 |
|
|
2018
Q3 | $28K | Buy |
+212
| New | +$26.9K | 0.01% | 183 |
|
|
2015
Q1 | – | Sell |
-48
| Closed | -$2K | – | 436 |
|
|
2014
Q4 | $2K | Buy |
+48
| New | +$2.1K | ﹤0.01% | 478 |
|
Other funds holding BR
VCM
VPM
MV Capital Management's BR Position: Q1 2026 in Review
MV Capital Management increased its Broadridge (BR) stake by 17% in Q1 2026, buying an estimated $9.5K and bringing the position to 347 shares worth $56.4K. The position accounts for 0.01% of the portfolio, ranked #306.
MV Capital Management first reported a position in BR in Q4 2014 and has held it in 32 quarters since. The position peaked at $71.5K in Q2 2025. 1,055 funds tracked by Wall St. Rank hold BR as of Q1 2026.
- MV Capital Management held 347 shares of Broadridge worth $56.4K as of Q1 2026.
- MV Capital Management bought 50 Broadridge shares in Q1 2026, an estimated $9.5K.
- Broadridge made up 0.01% of MV Capital Management's portfolio in Q1 2026, its #306 holding.
- MV Capital Management first reported a position in Broadridge in Q4 2014 and has held it in 32 quarters since.
- MV Capital Management's Broadridge position peaked at $71.5K in Q2 2025.
- 1,055 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.
Based on MV Capital Management's 13F filing for Q1 2026, filed 30 Apr 2026.