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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
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 $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

NEOS Investment Management's BR Position: Q1 2026 in Review

NEOS Investment Management increased its Broadridge (BR) stake by 11% in Q1 2026, buying an estimated $322K and bringing the position to 16,759 shares worth $2.72M. The position accounts for 0.01% of the portfolio, ranked #445.

NEOS Investment Management first reported a position in BR in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.36M in Q4 2025. 1,054 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • NEOS Investment Management held 16,759 shares of Broadridge worth $2.72M as of Q1 2026.
  • NEOS Investment Management bought 1,693 Broadridge shares in Q1 2026, an estimated $322K.
  • Broadridge made up 0.01% of NEOS Investment Management's portfolio in Q1 2026, its #445 holding.
  • NEOS Investment Management first reported a position in Broadridge in Q4 2023 and has held it in 10 quarters since.
  • NEOS Investment Management's Broadridge position peaked at $3.36M in Q4 2025.
  • 1,054 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on NEOS Investment Management's 13F filing for Q1 2026, filed 15 May 2026.