Parnassus Investments
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Parnassus Investments’s Broadridge BR Stock Holding History

Parnassus Investments’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 		– Sell
-258,836
Closed -$42.1M – 139
2026
Q1 		$42.1M Sell
258,836
-105,787
-29% -$20.1M 0.12% 92
2025
Q4 		$81.4M Sell
364,623
-15,750
-4% -$3.59M 0.21% 64
2025
Q3 		$90.6M Sell
380,373
-12,425
-3% -$3.09M 0.21% 64
2025
Q2 		$95.5M Sell
392,798
-45,683
-10% -$10.9M 0.22% 56
2025
Q1 		$106M Sell
438,481
-21,111
-5% -$4.97M 0.26% 57
2024
Q4 		$104M Sell
459,592
-30,569
-6% -$6.85M 0.23% 62
2024
Q3 		$105M Sell
490,161
-18,206
-4% -$3.81M 0.22% 63
2024
Q2 		$100M Sell
508,367
-33,913
-6% -$6.73M 0.22% 60
2024
Q1 		$111M Sell
542,280
-253,373
-32% -$51.1M 0.24% 62
2023
Q4 		$164M Sell
795,653
-256,640
-24% -$47.3M 0.36% 55
2023
Q3 		$188M Hold
1,052,293
– – 0.46% 48
2023
Q2 		$174M Sell
1,052,293
-150,226
-12% -$22.7M 0.4% 53
2023
Q1 		$176M Hold
1,202,519
– – 0.44% 54
2022
Q4 		$161M Sell
1,202,519
-257,900
-18% -$36.6M 0.4% 57
2022
Q3 		$211M Hold
1,460,419
– – 0.55% 49
2022
Q2 		$208M Buy
1,460,419
+138,092
+10% +$20M 0.5% 51
2022
Q1 		$206M Buy
1,322,327
+383,145
+41% +$58.8M 0.42% 53
2021
Q4 		$172M Buy
939,182
+60,844
+7% +$10.7M 0.33% 64
2021
Q3 		$146M Hold
878,338
– – 0.31% 65
2021
Q2 		$142M Buy
878,338
+737,057
+522% +$118M 0.31% 69
2021
Q1 		$21.6M Hold
141,281
– – 0.05% 109
2020
Q4 		$21.6M Hold
141,281
– – 0.06% 98
2020
Q3 		$18.6M Sell
141,281
-3,236
-2% -$433K 0.06% 97
2020
Q2 		$18.2M Buy
+144,517
New +$16.7M 0.06% 99

Other funds holding BR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM

Parnassus Investments's BR Position: Q2 2026 in Review

Parnassus Investments sold out of Broadridge (BR) in Q2 2026, closing a stake of 258,836 shares — an estimated $42.1M sold.

Parnassus Investments first reported a position in BR in Q2 2020 and held it in 24 quarters. The position peaked at $211M in Q3 2022. 1,015 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Parnassus Investments reported no remaining Broadridge position as of Q2 2026 after selling out during the quarter.
  • Parnassus Investments sold 258,836 Broadridge shares in Q2 2026, an estimated $42.1M.
  • Parnassus Investments first reported a position in Broadridge in Q2 2020 and held it in 24 quarters.
  • Parnassus Investments's Broadridge position peaked at $211M in Q3 2022.
  • 1,015 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Parnassus Investments's 13F filing for Q2 2026, filed 29 Jul 2026.