Novare Capital Management’s Broadridge BR Stock Holding History

Novare Capital 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	$9M	Buy	65,703 +24,100	+58%	+$3.64M	0.64%	54
2026 Q1	$6.76M	Buy	+41,603	New	+$7.9M	0.54%	62

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

Novare Capital Management's BR Position: Q2 2026 in Review

Novare Capital Management increased its Broadridge (BR) stake by 58% in Q2 2026, buying an estimated $3.64M and bringing the position to 65,703 shares worth $9M. The position accounts for 0.64% of the portfolio, ranked #54.

Novare Capital Management first reported a position in BR in Q1 2026 and has held it in 2 quarters since. 1,017 funds tracked by Wall St. Rank hold BR as of Q2 2026.

Novare Capital Management held 65,703 shares of Broadridge worth $9M as of Q2 2026.
Novare Capital Management bought 24,100 Broadridge shares in Q2 2026, an estimated $3.64M.
Broadridge made up 0.64% of Novare Capital Management's portfolio in Q2 2026, its #54 holding.
Novare Capital Management first reported a position in Broadridge in Q1 2026 and has held it in 2 quarters since.
1,017 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Novare Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.