Norris Perne & French’s Broadridge BR Stock Holding History

Norris Perne & French’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	–	Sell	-1,200	Closed	-$268K	–	145
2025 Q4	$268K	Hold	1,200	–	–	0.02%	136
2025 Q3	$286K	Buy	+1,200	New	+$299K	0.02%	131

Other funds holding BR

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norris Perne & French's BR Position: Q1 2026 in Review

Norris Perne & French sold out of Broadridge (BR) in Q1 2026, closing a stake of 1,200 shares — an estimated $268K sold.

Norris Perne & French first reported a position in BR in Q3 2025 and held it in 2 quarters. The position peaked at $286K in Q3 2025. 1,059 funds tracked by Wall St. Rank hold BR as of Q1 2026.

Norris Perne & French reported no remaining Broadridge position as of Q1 2026 after selling out during the quarter.
Norris Perne & French sold 1,200 Broadridge shares in Q1 2026, an estimated $268K.
Norris Perne & French first reported a position in Broadridge in Q3 2025 and held it in 2 quarters.
Norris Perne & French's Broadridge position peaked at $286K in Q3 2025.
1,059 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Norris Perne & French's 13F filing for Q1 2026, filed 22 Apr 2026.