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&Partners’s Broadridge BR Stock Holding History

&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
Q1 		$2.84M Buy
17,498
+2,934
+20% +$557K 0.01% 756
2025
Q4 		$3.25M Buy
14,564
+1,086
+8% +$248K 0.02% 648
2025
Q3 		$3.2M Buy
13,478
+855
+7% +$213K 0.02% 568
2025
Q2 		$3.07M Buy
12,623
+5,802
+85% +$1.38M 0.02% 505
2025
Q1 		$1.62M Sell
6,821
-223
-3% -$52.5K 0.02% 625
2024
Q4 		$1.61M Buy
7,044
+972
+16% +$218K 0.02% 580
2024
Q3 		$1.31M Buy
6,072
+2,417
+66% +$506K 0.03% 470
2024
Q2 		$720K Buy
3,655
+1,612
+79% +$320K 0.03% 434
2024
Q1 		$425K Buy
+2,043
New +$412K 0.06% 301

Other funds holding BR

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

&Partners's BR Position: Q1 2026 in Review

&Partners increased its Broadridge (BR) stake by 20% in Q1 2026, buying an estimated $557K and bringing the position to 17,498 shares worth $2.84M. The position accounts for 0.01% of the portfolio, ranked #756.

&Partners first reported a position in BR in Q1 2024 and has held it in 9 quarters since. The position peaked at $3.25M in Q4 2025. 1,054 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • &Partners held 17,498 shares of Broadridge worth $2.84M as of Q1 2026.
  • &Partners bought 2,934 Broadridge shares in Q1 2026, an estimated $557K.
  • Broadridge made up 0.01% of &Partners's portfolio in Q1 2026, its #756 holding.
  • &Partners first reported a position in Broadridge in Q1 2024 and has held it in 9 quarters since.
  • &Partners's Broadridge position peaked at $3.25M in Q4 2025.
  • 1,054 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.