Parsons Capital Management’s Broadridge BR Stock Holding History

Parsons 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 Q1	$2.85M	Buy	17,563 +212	+1%	+$40.3K	0.13%	148
2025 Q4	$3.87M	Buy	17,351 +298	+2%	+$68K	0.21%	109
2025 Q3	$4.06M	Sell	17,053 -435	-2%	-$108K	0.23%	95
2025 Q2	$4.25M	Sell	17,488 -668	-4%	-$159K	0.26%	86
2025 Q1	$4.4M	Sell	18,156 -1,353	-7%	-$318K	0.24%	83
2024 Q4	$4.41M	Sell	19,509 -2,296	-11%	-$514K	0.24%	84
2024 Q3	$4.69M	Sell	21,805 -135	-0.6%	-$28.2K	0.3%	75
2024 Q2	$4.32M	Sell	21,940 -329	-1%	-$65.3K	0.29%	71
2024 Q1	$4.56M	Sell	22,269 -379	-2%	-$76.4K	0.31%	76
2023 Q4	$4.66M	Buy	22,648 +29	+0.1%	+$5.35K	0.33%	69
2023 Q3	$4.05M	Sell	22,619 -39	-0.2%	-$6.91K	0.32%	72
2023 Q2	$3.75M	Sell	22,658 -242	-1%	-$36.6K	0.29%	79
2023 Q1	$3.36M	Sell	22,900 -605	-3%	-$86.6K	0.27%	86
2022 Q4	$3.15M	Sell	23,505 -122	-0.5%	-$17.3K	0.26%	84
2022 Q3	$3.41M	Sell	23,627 -199	-0.8%	-$32.3K	0.31%	76
2022 Q2	$3.4M	Sell	23,826 -122	-0.5%	-$17.7K	0.31%	77
2022 Q1	$3.73M	Sell	23,948 -291	-1%	-$44.6K	0.28%	82
2021 Q4	$4.43M	Sell	24,239 -495	-2%	-$87K	0.32%	73
2021 Q3	$4.12M	Sell	24,734 -1,054	-4%	-$180K	0.32%	75
2021 Q2	$4.17M	Sell	25,788 -272	-1%	-$43.5K	0.32%	77
2021 Q1	$3.99M	Sell	26,060 -764	-3%	-$113K	0.33%	72
2020 Q4	$4.11M	Sell	26,824 -208	-0.8%	-$30.2K	0.35%	62
2020 Q3	$3.57M	Buy	27,032 +71	+0.3%	+$9.49K	0.35%	67
2020 Q2	$3.4M	Sell	26,961 -343	-1%	-$39.7K	0.36%	64
2020 Q1	$2.59M	Buy	27,304 +908	+3%	+$104K	0.33%	70
2019 Q4	$3.26M	Sell	26,396 -1,032	-4%	-$126K	0.33%	72
2019 Q3	$3.41M	Sell	27,428 -147	-0.5%	-$18.9K	0.37%	64
2019 Q2	$3.52M	Sell	27,575 -1,232	-4%	-$148K	0.38%	62
2019 Q1	$2.99M	Sell	28,807 -422	-1%	-$42.3K	0.33%	72
2018 Q4	$2.81M	Sell	29,229 -851	-3%	-$92.1K	0.35%	72
2018 Q3	$3.97M	Sell	30,080 -2,454	-8%	-$311K	0.42%	59
2018 Q2	$3.75M	Sell	32,534 -1,002	-3%	-$113K	0.42%	61
2018 Q1	$3.68M	Sell	33,536 -2,480	-7%	-$246K	0.43%	58
2017 Q4	$3.26M	Sell	36,016 -1,425	-4%	-$124K	0.36%	70
2017 Q3	$3.03M	Sell	37,441 -691	-2%	-$53.2K	0.36%	70
2017 Q2	$2.88M	Sell	38,132 -2,455	-6%	-$177K	0.35%	74
2017 Q1	$2.76M	Buy	40,587 +17	+0%	+$1.15K	0.35%	73
2016 Q4	$2.69M	Sell	40,570 -640	-2%	-$41.6K	0.36%	68
2016 Q3	$2.79M	Sell	41,210 -1,135	-3%	-$77.5K	0.38%	66
2016 Q2	$2.76M	Sell	42,345 -1,315	-3%	-$81.5K	0.38%	64
2016 Q1	$2.59M	Sell	43,660 -650	-1%	-$35.5K	0.35%	70
2015 Q4	$2.38M	Sell	44,310 -165	-0.4%	-$9.25K	0.33%	79
2015 Q3	$2.46M	Sell	44,475 -140	-0.3%	-$7.52K	0.36%	73
2015 Q2	$2.23M	Buy	44,615 +855	+2%	+$45.5K	0.3%	86
2015 Q1	$2.41M	Sell	43,760 -1,760	-4%	-$89.4K	0.34%	77
2014 Q4	$2.1M	Buy	45,520 +1,275	+3%	+$55.8K	0.28%	97
2014 Q3	$1.84M	Buy	+44,245	New	+$1.84M	0.25%	106

Other funds holding BR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Parsons Capital Management's BR Position: Q1 2026 in Review

Parsons Capital Management increased its Broadridge (BR) stake by 1.2% in Q1 2026, buying an estimated $40.3K and bringing the position to 17,563 shares worth $2.85M. The position accounts for 0.13% of the portfolio, ranked #148.

Parsons Capital Management first reported a position in BR in Q3 2014 and has held it in 47 quarters since. The position peaked at $4.69M in Q3 2024. 1,054 funds tracked by Wall St. Rank hold BR as of Q1 2026.

Parsons Capital Management held 17,563 shares of Broadridge worth $2.85M as of Q1 2026.
Parsons Capital Management bought 212 Broadridge shares in Q1 2026, an estimated $40.3K.
Broadridge made up 0.13% of Parsons Capital Management's portfolio in Q1 2026, its #148 holding.
Parsons Capital Management first reported a position in Broadridge in Q3 2014 and has held it in 47 quarters since.
Parsons Capital Management's Broadridge position peaked at $4.69M in Q3 2024.
1,054 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Parsons Capital Management's 13F filing for Q1 2026, filed 15 Apr 2026.