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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
Q2 		$3.38M Buy
24,660
+7,162
+41% +$1.08M 0.01% 755
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 $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

&Partners's BR Position: Q2 2026 in Review

&Partners increased its Broadridge (BR) stake by 41% in Q2 2026, buying an estimated $1.08M and bringing the position to 24,660 shares worth $3.38M. The position accounts for 0.01% of the portfolio, ranked #755.

&Partners first reported a position in BR in Q1 2024 and has held it in 10 quarters since. 1,017 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • &Partners held 24,660 shares of Broadridge worth $3.38M as of Q2 2026.
  • &Partners bought 7,162 Broadridge shares in Q2 2026, an estimated $1.08M.
  • Broadridge made up 0.01% of &Partners's portfolio in Q2 2026, its #755 holding.
  • &Partners first reported a position in Broadridge in Q1 2024 and has held it in 10 quarters since.
  • 1,017 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.