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New York Life Investment Management’s Broadridge BR Stock Holding History

New York Life 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 		$2.36M Sell
17,224
-110
-0.6% -$16.6K 0.02% 526
2026
Q1 		$2.82M Buy
17,334
+387
+2% +$73.5K 0.02% 464
2025
Q4 		$3.78M Sell
16,947
-158
-0.9% -$36K 0.03% 374
2025
Q3 		$4.07M Sell
17,105
-492
-3% -$123K 0.04% 374
2025
Q2 		$4.28M Buy
17,597
+280
+2% +$66.5K 0.04% 359
2025
Q1 		$4.2M Sell
17,317
-87
-0.5% -$20.5K 0.04% 355
2024
Q4 		$3.93M Buy
17,404
+70
+0.4% +$15.7K 0.04% 386
2024
Q3 		$3.73M Sell
17,334
-452
-3% -$94.5K 0.04% 422
2024
Q2 		$3.5M Sell
17,786
-58
-0.3% -$11.5K 0.04% 420
2024
Q1 		$3.66M Sell
17,844
-600
-3% -$121K 0.04% 407
2023
Q4 		$3.79M Buy
18,444
+52
+0.3% +$9.59K 0.04% 384
2023
Q3 		$3.29M Sell
18,392
-90
-0.5% -$15.9K 0.04% 387
2023
Q2 		$3.06M Sell
18,482
-54
-0.3% -$8.17K 0.03% 411
2023
Q1 		$2.72M Sell
18,536
-563
-3% -$80.6K 0.03% 441
2022
Q4 		$2.56M Buy
19,099
+701
+4% +$99.6K 0.03% 463
2022
Q3 		$2.65M Sell
18,398
-37
-0.2% -$6K 0.03% 447
2022
Q2 		$2.63M Buy
+18,435
New +$2.68M 0.03% 443

Other funds holding BR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $8.09B AUM 19.03% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

New York Life Investment Management's BR Position: Q2 2026 in Review

New York Life Investment Management reduced its Broadridge (BR) stake by 0.63% in Q2 2026, selling an estimated $16.6K and leaving 17,224 shares worth $2.36M. The position accounts for 0.02% of the portfolio, ranked #526.

New York Life Investment Management first reported a position in BR in Q2 2022 and has held it in 17 quarters since. The position peaked at $4.28M in Q2 2025. 757 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • New York Life Investment Management held 17,224 shares of Broadridge worth $2.36M as of Q2 2026.
  • New York Life Investment Management sold 110 Broadridge shares in Q2 2026, an estimated $16.6K.
  • Broadridge made up 0.02% of New York Life Investment Management's portfolio in Q2 2026, its #526 holding.
  • New York Life Investment Management first reported a position in Broadridge in Q2 2022 and has held it in 17 quarters since.
  • New York Life Investment Management's Broadridge position peaked at $4.28M in Q2 2025.
  • 757 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on New York Life Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.