Patton Fund Management’s Broadridge BR Stock Holding History

Patton Fund 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 Q2	–	Sell	-1,980	Closed	-$322K	–	141
2026 Q1	$322K	Buy	1,980 +1,006	+103%	+$191K	0.05%	140
2025 Q4	$217K	Buy	974 +49	+5%	+$11.2K	0.03%	407
2025 Q3	$220K	Hold	925	–	–	0.04%	381
2025 Q2	$225K	Buy	+925	New	+$220K	0.05%	352
2025 Q1	–	Sell	-17,941	Closed	-$4.06M	–	79
2024 Q4	$4.06M	Sell	17,941 -2,726	-13%	-$611K	0.79%	62
2024 Q3	$4.44M	Sell	20,667 -1,115	-5%	-$233K	0.92%	52
2024 Q2	$4.29M	Sell	21,782 -4,269	-16%	-$847K	0.91%	53
2024 Q1	$5.34M	Buy	+26,051	New	+$5.25M	0.97%	48

Other funds holding BR

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

BST

Bath Savings Trust Bath, Maine $965M AUM 10.64% 1-Year Est. Return

MCM

McRae Capital Management Morristown, New Jersey $508M AUM 14.21% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Patton Fund Management's BR Position: Q2 2026 in Review

Patton Fund Management sold out of Broadridge (BR) in Q2 2026, closing a stake of 1,980 shares — an estimated $322K sold.

Patton Fund Management first reported a position in BR in Q1 2024 and held it in 8 quarters. The position peaked at $5.34M in Q1 2024. 174 funds tracked by Wall St. Rank hold BR as of Q2 2026.

Patton Fund Management reported no remaining Broadridge position as of Q2 2026 after selling out during the quarter.
Patton Fund Management sold 1,980 Broadridge shares in Q2 2026, an estimated $322K.
Patton Fund Management first reported a position in Broadridge in Q1 2024 and held it in 8 quarters.
Patton Fund Management's Broadridge position peaked at $5.34M in Q1 2024.
174 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Patton Fund Management's 13F filing for Q2 2026, filed 13 Jul 2026.