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NEOS Investment Management’s Broadridge BR Stock Holding History

NEOS Investment Management’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 		$2.61M Buy
19,059
+2,300
+14% +$347K 0.01% 481
2026
Q1 		$2.72M Buy
16,759
+1,693
+11% +$322K 0.01% 445
2025
Q4 		$3.36M Buy
15,066
+2,474
+20% +$564K 0.02% 391
2025
Q3 		$3M Buy
12,592
+3,924
+45% +$977K 0.02% 377
2025
Q2 		$2.11M Buy
8,668
+1,783
+26% +$424K 0.03% 360
2025
Q1 		$1.67M Buy
6,885
+1,253
+22% +$295K 0.03% 356
2024
Q4 		$1.27M Buy
5,632
+1,242
+28% +$278K 0.03% 361
2024
Q3 		$944K Buy
4,390
+812
+23% +$170K 0.03% 384
2024
Q2 		$705K Buy
3,578
+996
+39% +$198K 0.03% 390
2024
Q1 		$529K Buy
2,582
+912
+55% +$184K 0.03% 370
2023
Q4 		$344K Buy
+1,670
New +$308K 0.03% 351

Other funds holding BR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM

NEOS Investment Management's BR Position: Q2 2026 in Review

NEOS Investment Management increased its Broadridge (BR) stake by 14% in Q2 2026, buying an estimated $347K and bringing the position to 19,059 shares worth $2.61M. The position accounts for 0.01% of the portfolio, ranked #481.

NEOS Investment Management first reported a position in BR in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.36M in Q4 2025. 1,019 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • NEOS Investment Management held 19,059 shares of Broadridge worth $2.61M as of Q2 2026.
  • NEOS Investment Management bought 2,300 Broadridge shares in Q2 2026, an estimated $347K.
  • Broadridge made up 0.01% of NEOS Investment Management's portfolio in Q2 2026, its #481 holding.
  • NEOS Investment Management first reported a position in Broadridge in Q4 2023 and has held it in 11 quarters since.
  • NEOS Investment Management's Broadridge position peaked at $3.36M in Q4 2025.
  • 1,019 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on NEOS Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.