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Picton Mahoney Asset Management’s Broadridge BR Stock Holding History

Picton Mahoney Asset 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 		– Sell
-1,601
Closed -$357K – 1261
2025
Q4 		$357K Sell
1,601
-2,782
-63% -$634K ﹤0.01% 757
2025
Q3 		$1.04M Buy
+4,383
New +$1.09M 0.01% 418
2020
Q4 		– Sell
-9,636
Closed -$1.27M – 361
2020
Q3 		$1.27M Sell
9,636
-794
-8% -$106K 0.07% 244
2020
Q2 		$1.32M Sell
10,430
-7,020
-40% -$813K 0.08% 206
2020
Q1 		$1.66M Sell
17,450
-4,850
-22% -$553K 0.09% 174
2019
Q4 		$2.75M Sell
22,300
-2,400
-10% -$293K 0.19% 108
2019
Q3 		$3.07M Sell
24,700
-200
-0.8% -$25.8K 0.22% 99
2019
Q2 		$3.18M Hold
24,900
– – 0.22% 93
2019
Q1 		$2.58M Sell
24,900
-750
-3% -$75.2K 0.2% 98
2018
Q4 		$2.47M Sell
25,650
-700
-3% -$75.8K 0.22% 85
2018
Q3 		$3.48M Sell
26,350
-850
-3% -$108K 0.24% 86
2018
Q2 		$3.13M Sell
27,200
-1,000
-4% -$113K 0.23% 90
2018
Q1 		$3.09M Sell
28,200
-2,900
-9% -$288K 0.22% 101
2017
Q4 		$2.82M Hold
31,100
– – 0.2% 103
2017
Q3 		$2.51M Sell
31,100
-300
-1% -$23.1K 0.19% 103
2017
Q2 		$2.37M Sell
31,400
-200
-0.6% -$14.4K 0.17% 115
2017
Q1 		$2.15M Sell
31,600
-300
-0.9% -$20.3K 0.14% 110
2016
Q4 		$2.12M Buy
31,900
+200
+0.6% +$13K 0.17% 110
2016
Q3 		$2.15M Hold
31,700
– – 0.14% 129
2016
Q2 		$2.07M Hold
31,700
– – 0.13% 134
2016
Q1 		$1.88M Hold
31,700
– – 0.12% 137
2015
Q4 		$1.7M Sell
31,700
-600
-2% -$33.7K 0.1% 141
2015
Q3 		$1.79M Buy
+32,300
New +$1.74M 0.1% 142

Other funds holding BR

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Picton Mahoney Asset Management's BR Position: Q1 2026 in Review

Picton Mahoney Asset Management sold out of Broadridge (BR) in Q1 2026, closing a stake of 1,601 shares — an estimated $357K sold.

Picton Mahoney Asset Management first reported a position in BR in Q3 2015 and held it in 23 quarters. The position peaked at $3.48M in Q3 2018. 1,059 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • Picton Mahoney Asset Management reported no remaining Broadridge position as of Q1 2026 after selling out during the quarter.
  • Picton Mahoney Asset Management sold 1,601 Broadridge shares in Q1 2026, an estimated $357K.
  • Picton Mahoney Asset Management first reported a position in Broadridge in Q3 2015 and held it in 23 quarters.
  • Picton Mahoney Asset Management's Broadridge position peaked at $3.48M in Q3 2018.
  • 1,059 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Picton Mahoney Asset Management's 13F filing for Q1 2026, filed 13 May 2026.