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Paladin Partners’s Broadridge BR Stock Holding History

Paladin Partners’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
Q3 		$496K Hold
3,080
– – 0.31% 34
2026
Q2 		$422K Buy
3,080
+30
+1% +$4.53K 0.28% 33
2026
Q1 		$496K Hold
3,050
– – 0.36% 32
2025
Q4 		$681K Buy
+3,050
New +$696K 0.51% 26

Other funds holding BR

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
LJHT
Laurie J. Hall Trustee $314M AUM 27.43% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
BAM
Bell Asset Management Melbourne, Australia $277M AUM 2.32% 1-Year Est. Return
TFP
Tilia Fiduciary Partners Wilmington, North Carolina $217M AUM 27.78% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Paladin Partners's BR Position: Q3 2026 in Review

Paladin Partners held its Broadridge (BR) position steady in Q3 2026 at 3,080 shares worth $496K. The position accounts for 0.31% of the portfolio, ranked #34.

Paladin Partners first reported a position in BR in Q4 2025 and has held it in 4 quarters since. The position peaked at $681K in Q4 2025. 42 funds tracked by Wall St. Rank hold BR as of Q3 2026.

  • Paladin Partners held 3,080 shares of Broadridge worth $496K as of Q3 2026.
  • Paladin Partners left its Broadridge share count unchanged in Q3 2026.
  • Broadridge made up 0.31% of Paladin Partners's portfolio in Q3 2026, its #34 holding.
  • Paladin Partners first reported a position in Broadridge in Q4 2025 and has held it in 4 quarters since.
  • Paladin Partners's Broadridge position peaked at $681K in Q4 2025.
  • 42 funds tracked by Wall St. Rank held Broadridge as of Q3 2026.

Based on Paladin Partners's 13F filing for Q3 2026, filed 6 Oct 2026.