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Naples Global Advisors’s Broadridge BR Stock Holding History

Naples Global Advisors’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
Q1 		$1.65M Buy
10,119
+1,833
+22% +$348K 0.12% 179
2025
Q4 		$1.86M Buy
8,286
+105
+1% +$23.9K 0.14% 171
2025
Q3 		$1.96M Sell
8,181
-70
-0.8% -$17.4K 0.15% 161
2025
Q2 		$2.01M Sell
8,251
-89
-1% -$21.2K 0.17% 150
2025
Q1 		$2.03M Sell
8,340
-345
-4% -$81.2K 0.19% 142
2024
Q4 		$1.97M Hold
8,685
– – 0.18% 144
2024
Q3 		$1.88M Buy
8,685
+70
+0.8% +$14.6K 0.17% 157
2024
Q2 		$1.7M Buy
8,615
+1,555
+22% +$308K 0.17% 159
2024
Q1 		$1.45M Buy
7,060
+100
+1% +$20.2K 0.15% 174
2023
Q4 		$1.44M Sell
6,960
-324
-4% -$59.8K 0.16% 174
2023
Q3 		$1.31M Buy
7,284
+1,400
+24% +$248K 0.16% 176
2023
Q2 		$979K Buy
5,884
+449
+8% +$67.9K 0.11% 207
2023
Q1 		$801K Buy
5,435
+435
+9% +$62.2K 0.1% 229
2022
Q4 		$674K Buy
5,000
+445
+10% +$63.2K 0.09% 249
2022
Q3 		$661K Hold
4,555
– – 0.09% 238
2022
Q2 		$651K Buy
4,555
+695
+18% +$101K 0.08% 248
2022
Q1 		$601K Buy
3,860
+1,060
+38% +$163K 0.07% 261
2021
Q4 		$512K Buy
2,800
+40
+1% +$7.03K 0.06% 280
2021
Q3 		$460K Hold
2,760
– – 0.06% 283
2021
Q2 		$446K Buy
2,760
+355
+15% +$56.7K 0.06% 281
2021
Q1 		$368K Hold
2,405
– – 0.06% 290
2020
Q4 		$368K Hold
2,405
– – 0.06% 278
2020
Q3 		$317K Hold
2,405
– – 0.06% 275
2020
Q2 		$303K Buy
2,405
+100
+4% +$11.6K 0.07% 275
2020
Q1 		$219K Buy
2,305
+440
+24% +$50.2K 0.06% 287
2019
Q4 		$230K Buy
+1,865
New +$228K 0.05% 300

Other funds holding BR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Naples Global Advisors's BR Position: Q1 2026 in Review

Naples Global Advisors increased its Broadridge (BR) stake by 22% in Q1 2026, buying an estimated $348K and bringing the position to 10,119 shares worth $1.65M. The position accounts for 0.12% of the portfolio, ranked #179.

Naples Global Advisors first reported a position in BR in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.03M in Q1 2025. 1,054 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • Naples Global Advisors held 10,119 shares of Broadridge worth $1.65M as of Q1 2026.
  • Naples Global Advisors bought 1,833 Broadridge shares in Q1 2026, an estimated $348K.
  • Broadridge made up 0.12% of Naples Global Advisors's portfolio in Q1 2026, its #179 holding.
  • Naples Global Advisors first reported a position in Broadridge in Q4 2019 and has held it in 26 quarters since.
  • Naples Global Advisors's Broadridge position peaked at $2.03M in Q1 2025.
  • 1,054 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Naples Global Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.