Ninety One North America’s Broadridge BR Stock Holding History

Ninety One North America’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	$55.5K	Sell	405 -365	-47%	-$55.1K	﹤0.01%	105
2026 Q1	$125K	Sell	770 -451	-37%	-$85.7K	0.01%	99
2025 Q4	$272K	Sell	1,221 -391	-24%	-$89.2K	0.01%	99
2025 Q3	$384K	Sell	1,612 -536	-25%	-$133K	0.02%	66
2025 Q2	$522K	Sell	2,148 -390	-15%	-$92.7K	0.03%	61
2025 Q1	$615K	Sell	2,538 -405	-14%	-$95.3K	0.04%	64
2024 Q4	$665K	Sell	2,943 -385	-12%	-$86.2K	0.04%	64
2024 Q3	$716K	Buy	+3,328	New	+$696K	0.05%	63

Other funds holding BR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Ninety One North America's BR Position: Q2 2026 in Review

Ninety One North America reduced its Broadridge (BR) stake by 47% in Q2 2026, selling an estimated $55.1K and leaving 405 shares worth $55.5K. The position accounts for ﹤0.01% of the portfolio, ranked #105.

Ninety One North America first reported a position in BR in Q3 2024 and has held it in 8 quarters since. The position peaked at $716K in Q3 2024. 1,017 funds tracked by Wall St. Rank hold BR as of Q2 2026.

Ninety One North America held 405 shares of Broadridge worth $55.5K as of Q2 2026.
Ninety One North America sold 365 Broadridge shares in Q2 2026, an estimated $55.1K.
Broadridge made up ﹤0.01% of Ninety One North America's portfolio in Q2 2026, its #105 holding.
Ninety One North America first reported a position in Broadridge in Q3 2024 and has held it in 8 quarters since.
Ninety One North America's Broadridge position peaked at $716K in Q3 2024.
1,017 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Ninety One North America's 13F filing for Q2 2026, filed 16 Jul 2026.