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North Star Investment Management’s Broadridge BR Stock Holding History

North Star 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 		$6.82K Sell
42
-13
-24% -$2.47K ﹤0.01% 1117
2025
Q4 		$12.3K Buy
55
+16
+41% +$3.65K ﹤0.01% 921
2025
Q3 		$9.29K Hold
39
– – ﹤0.01% 923
2025
Q2 		$9.48K Hold
39
– – ﹤0.01% 894
2025
Q1 		$9.46K Sell
39
-16
-29% -$3.77K ﹤0.01% 863
2024
Q4 		$12.4K Buy
55
+16
+41% +$3.58K ﹤0.01% 829
2024
Q3 		$8.39K Hold
39
– – ﹤0.01% 878
2024
Q2 		$7.68K Hold
39
– – ﹤0.01% 856
2024
Q1 		$7.99K Hold
39
– – ﹤0.01% 897
2023
Q4 		$8.02K Sell
39
-5
-11% -$922 ﹤0.01% 862
2023
Q3 		$7.88K Buy
44
+39
+780% +$6.91K ﹤0.01% 875
2023
Q2 		$828 Hold
5
– – ﹤0.01% 1172
2023
Q1 		$733 Hold
5
– – ﹤0.01% 1199
2022
Q4 		$671 Buy
+5
New +$710 ﹤0.01% 1206

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

North Star Investment Management's BR Position: Q1 2026 in Review

North Star Investment Management reduced its Broadridge (BR) stake by 24% in Q1 2026, selling an estimated $2.47K and leaving 42 shares worth $6.82K. The position accounts for ﹤0.01% of the portfolio, ranked #1117.

North Star Investment Management first reported a position in BR in Q4 2022 and has held it in 14 quarters since. The position peaked at $12.4K in Q4 2024. 1,056 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • North Star Investment Management held 42 shares of Broadridge worth $6.82K as of Q1 2026.
  • North Star Investment Management sold 13 Broadridge shares in Q1 2026, an estimated $2.47K.
  • Broadridge made up ﹤0.01% of North Star Investment Management's portfolio in Q1 2026, its #1117 holding.
  • North Star Investment Management first reported a position in Broadridge in Q4 2022 and has held it in 14 quarters since.
  • North Star Investment Management's Broadridge position peaked at $12.4K in Q4 2024.
  • 1,056 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on North Star Investment Management's 13F filing for Q1 2026, filed 23 Apr 2026.