Parallel Advisors’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 | $225K | Buy |
1,386
+295
| +27% | +$56K | ﹤0.01% | 1112 |
|
|
2025
Q4 | $244K | Buy |
1,091
+24
| +2% | +$5.47K | ﹤0.01% | 988 |
|
|
2025
Q3 | $254K | Buy |
1,067
+31
| +3% | +$7.72K | ﹤0.01% | 944 |
|
|
2025
Q2 | $252K | Sell |
1,036
-11
| -1% | -$2.61K | 0.01% | 910 |
|
|
2025
Q1 | $254K | Sell |
1,047
-94
| -8% | -$22.1K | 0.01% | 854 |
|
|
2024
Q4 | $258K | Buy |
1,141
+190
| +20% | +$42.6K | 0.01% | 823 |
|
|
2024
Q3 | $205K | Buy |
951
+137
| +17% | +$28.7K | ﹤0.01% | 917 |
|
|
2024
Q2 | $160K | Buy |
814
+39
| +5% | +$7.74K | ﹤0.01% | 958 |
|
|
2024
Q1 | $159K | Buy |
775
+21
| +3% | +$4.24K | ﹤0.01% | 952 |
|
|
2023
Q4 | $155K | Sell |
754
-52
| -6% | -$9.59K | ﹤0.01% | 923 |
|
|
2023
Q3 | $144K | Buy |
806
+94
| +13% | +$16.6K | ﹤0.01% | 916 |
|
|
2023
Q2 | $118K | Buy |
712
+261
| +58% | +$39.5K | ﹤0.01% | 1002 |
|
|
2023
Q1 | $66.2K | Buy |
451
+11
| +3% | +$1.57K | ﹤0.01% | 1242 |
|
|
2022
Q4 | $59.1K | Sell |
440
-353
| -45% | -$50.1K | ﹤0.01% | 1197 |
|
|
2022
Q3 | $115K | Buy |
793
+107
| +16% | +$17.4K | 0.01% | 900 |
|
|
2022
Q2 | $98K | Sell |
686
-39
| -5% | -$5.66K | ﹤0.01% | 968 |
|
|
2022
Q1 | $113K | Sell |
725
-27
| -4% | -$4.14K | ﹤0.01% | 946 |
|
|
2021
Q4 | $138K | Buy |
752
+246
| +49% | +$43.2K | 0.01% | 886 |
|
|
2021
Q3 | $84K | Buy |
506
+48
| +10% | +$8.18K | ﹤0.01% | 1051 |
|
|
2021
Q2 | $74K | Buy |
458
+163
| +55% | +$26.1K | ﹤0.01% | 1050 |
|
|
2021
Q1 | $45K | Sell |
295
-353
| -54% | -$52.1K | ﹤0.01% | 1222 |
|
|
2020
Q4 | $99K | Buy |
648
+209
| +48% | +$30.3K | 0.01% | 813 |
|
|
2020
Q3 | $58K | Sell |
439
-1,708
| -80% | -$228K | ﹤0.01% | 1005 |
|
|
2020
Q2 | $270K | Buy |
2,147
+45
| +2% | +$5.21K | 0.02% | 450 |
|
|
2020
Q1 | $199K | Buy |
2,102
+255
| +14% | +$29.1K | 0.02% | 440 |
|
|
2019
Q4 | $228K | Buy |
1,847
+21
| +1% | +$2.57K | 0.02% | 467 |
|
|
2019
Q3 | $227K | Buy |
1,826
+28
| +2% | +$3.61K | 0.02% | 431 |
|
|
2019
Q2 | $230K | Buy |
1,798
+295
| +20% | +$35.5K | 0.02% | 402 |
|
|
2019
Q1 | $156K | Hold |
1,503
| – | – | 0.02% | 483 |
|
|
2018
Q4 | $144K | Hold |
1,503
| – | – | 0.02% | 442 |
|
|
2018
Q3 | $198K | Buy |
1,503
+1,345
| +851% | +$171K | 0.02% | 386 |
|
|
2018
Q2 | $18K | Hold |
158
| – | – | ﹤0.01% | 1090 |
|
|
2018
Q1 | $17K | Sell |
158
-278
| -64% | -$27.6K | ﹤0.01% | 1056 |
|
|
2017
Q4 | $39K | Hold |
436
| – | – | 0.01% | 781 |
|
|
2017
Q3 | $38K | Hold |
436
| – | – | 0.01% | 775 |
|
|
2017
Q2 | $33K | Buy |
436
+215
| +97% | +$15.5K | 0.01% | 815 |
|
|
2017
Q1 | $15K | Buy |
221
+133
| +151% | +$9.02K | ﹤0.01% | 1057 |
|
|
2016
Q4 | $6K | Buy |
+88
| New | +$5.72K | ﹤0.01% | 1288 |
|
Other funds holding BR
VCM
VPM
Parallel Advisors's BR Position: Q1 2026 in Review
Parallel Advisors increased its Broadridge (BR) stake by 27% in Q1 2026, buying an estimated $56K and bringing the position to 1,386 shares worth $225K. The position accounts for ﹤0.01% of the portfolio, ranked #1112.
Parallel Advisors first reported a position in BR in Q4 2016 and has held it in 38 quarters since. The position peaked at $270K in Q2 2020. 1,054 funds tracked by Wall St. Rank hold BR as of Q1 2026.
- Parallel Advisors held 1,386 shares of Broadridge worth $225K as of Q1 2026.
- Parallel Advisors bought 295 Broadridge shares in Q1 2026, an estimated $56K.
- Broadridge made up ﹤0.01% of Parallel Advisors's portfolio in Q1 2026, its #1112 holding.
- Parallel Advisors first reported a position in Broadridge in Q4 2016 and has held it in 38 quarters since.
- Parallel Advisors's Broadridge position peaked at $270K in Q2 2020.
- 1,054 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.
Based on Parallel Advisors's 13F filing for Q1 2026, filed 7 May 2026.