Oppenheimer Asset Management’s Broadridge BR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$2.3M Buy
14,142
+1,878
+15% +$357K 0.03% 514
2025
Q4
$2.74M Buy
12,264
+280
+2% +$63.9K 0.03% 444
2025
Q3
$2.85M Sell
11,984
-89
-0.7% -$22.2K 0.03% 467
2025
Q2
$2.93M Sell
12,073
-222
-2% -$52.8K 0.03% 455
2025
Q1
$2.98M Sell
12,295
-550
-4% -$129K 0.04% 430
2024
Q4
$2.9M Sell
12,845
-47
-0.4% -$10.5K 0.04% 447
2024
Q3
$2.77M Buy
12,892
+194
+2% +$40.6K 0.03% 459
2024
Q2
$2.5M Buy
12,698
+2,235
+21% +$443K 0.03% 468
2024
Q1
$2.14M Sell
10,463
-1,913
-15% -$386K 0.03% 464
2023
Q4
$2.55M Sell
12,376
-865
-7% -$160K 0.04% 444
2023
Q3
$2.37M Sell
13,241
-165
-1% -$29.2K 0.04% 437
2023
Q2
$2.22M Sell
13,406
-139
-1% -$21K 0.03% 471
2023
Q1
$1.99M Buy
13,545
+167
+1% +$23.9K 0.03% 494
2022
Q4
$1.79M Buy
13,378
+761
+6% +$108K 0.03% 513
2022
Q3
$1.82M Buy
12,617
+36
+0.3% +$5.84K 0.03% 475
2022
Q2
$1.79M Buy
12,581
+979
+8% +$142K 0.03% 499
2022
Q1
$1.81M Buy
11,602
+293
+3% +$45K 0.03% 571
2021
Q4
$2.07M Buy
11,309
+899
+9% +$158K 0.03% 539
2021
Q3
$1.73M Sell
10,410
-1,638
-14% -$279K 0.02% 580
2021
Q2
$1.95M Sell
12,048
-357
-3% -$57.1K 0.03% 550
2021
Q1
$1.9M Buy
12,405
+3,384
+38% +$500K 0.03% 525
2020
Q4
$1.38M Sell
9,021
-1,187
-12% -$172K 0.02% 584
2020
Q3
$1.35M Sell
10,208
-5,208
-34% -$696K 0.03% 533
2020
Q2
$1.94M Sell
15,416
-3,399
-18% -$394K 0.04% 402
2020
Q1
$1.78M Sell
18,815
-907
-5% -$103K 0.04% 376
2019
Q4
$2.44M Sell
19,722
-1,568
-7% -$192K 0.05% 371
2019
Q3
$2.65M Sell
21,290
-1,879
-8% -$242K 0.06% 334
2019
Q2
$2.96M Sell
23,169
-4,664
-17% -$562K 0.07% 316
2019
Q1
$2.89M Sell
27,833
-2,498
-8% -$251K 0.06% 321
2018
Q4
$2.92M Sell
30,331
-1,572
-5% -$170K 0.07% 294
2018
Q3
$4.21M Sell
31,903
-11,823
-27% -$1.5M 0.09% 252
2018
Q2
$5.03M Sell
43,726
-16,867
-28% -$1.9M 0.12% 208
2018
Q1
$6.65M Sell
60,593
-22,090
-27% -$2.19M 0.17% 157
2017
Q4
$6.68M Hold
82,683
0.18% 141
2017
Q3
$6.68M Sell
82,683
-2,806
-3% -$216K 0.17% 143
2017
Q2
$6.46M Buy
85,489
+1,092
+1% +$78.8K 0.18% 144
2017
Q1
$5.74M Buy
+84,397
New +$5.72M 0.16% 150

Other funds holding BR

Oppenheimer Asset Management's BR Position: Q1 2026 in Review

Oppenheimer Asset Management increased its Broadridge (BR) stake by 15% in Q1 2026, buying an estimated $357K and bringing the position to 14,142 shares worth $2.3M. The position accounts for 0.03% of the portfolio, ranked #514.

Oppenheimer Asset Management first reported a position in BR in Q1 2017 and has held it in 37 quarters since. The position peaked at $6.68M in Q4 2017. 1,055 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • Oppenheimer Asset Management held 14,142 shares of Broadridge worth $2.3M as of Q1 2026.
  • Oppenheimer Asset Management bought 1,878 Broadridge shares in Q1 2026, an estimated $357K.
  • Broadridge made up 0.03% of Oppenheimer Asset Management's portfolio in Q1 2026, its #514 holding.
  • Oppenheimer Asset Management first reported a position in Broadridge in Q1 2017 and has held it in 37 quarters since.
  • Oppenheimer Asset Management's Broadridge position peaked at $6.68M in Q4 2017.
  • 1,055 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Oppenheimer Asset Management's 13F filing for Q1 2026, filed 24 Apr 2026.