Pinnacle Associates
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Pinnacle Associates’s Broadridge BR Stock Holding History

Pinnacle Associates’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
Q3 		$1.97M Sell
12,220
-173
-1% -$28.3K 0.02% 413
2026
Q2 		$1.7M Buy
12,393
+322
+3% +$48.6K 0.02% 443
2026
Q1 		$1.96M Hold
12,071
– – 0.03% 399
2025
Q4 		$2.69M Sell
12,071
-63
-0.5% -$14.4K 0.03% 347
2025
Q3 		$2.89M Buy
12,134
+11
+0.1% +$2.74K 0.04% 333
2025
Q2 		$2.95M Sell
12,123
-396
-3% -$94.1K 0.04% 326
2025
Q1 		$3.04M Sell
12,519
-183
-1% -$43.1K 0.04% 313
2024
Q4 		$2.87M Buy
12,702
+2,648
+26% +$593K 0.04% 318
2024
Q3 		$2.07M Sell
10,054
-112
-1% -$23.4K 0.04% 361
2024
Q2 		$2M Buy
10,166
+408
+4% +$80.9K 0.03% 366
2024
Q1 		$2M Sell
9,758
-296
-3% -$59.7K 0.03% 370
2023
Q4 		$2.07M Sell
10,054
-139
-1% -$25.6K 0.03% 365
2023
Q3 		$1.83M Buy
10,193
+166
+2% +$29.4K 0.03% 365
2023
Q2 		$1.66M Buy
10,027
+3,493
+53% +$529K 0.03% 387
2023
Q1 		$958K Buy
6,534
+114
+2% +$16.3K 0.02% 418
2022
Q4 		$861K Buy
6,420
+2,169
+51% +$308K 0.02% 423
2022
Q3 		$614K Buy
4,251
+2,644
+165% +$429K 0.01% 467
2022
Q2 		$229K Buy
1,607
+183
+13% +$26.6K 0.01% 672
2022
Q1 		$222K Buy
1,424
+2
+0.1% +$307 ﹤0.01% 736
2021
Q4 		$260K Sell
1,422
-10
-0.7% -$1.76K ﹤0.01% 698
2021
Q3 		$239K Buy
1,432
+2
+0.1% +$341 ﹤0.01% 693
2021
Q2 		$231K Buy
1,430
+17
+1% +$2.72K ﹤0.01% 701
2021
Q1 		$216K Sell
1,413
-100
-7% -$14.8K ﹤0.01% 688
2020
Q4 		$232K Sell
1,513
-9
-0.6% -$1.31K ﹤0.01% 643
2020
Q3 		$201K Buy
+1,522
New +$203K ﹤0.01% 639
2019
Q2 		– Sell
-6,007
Closed -$623K – 712
2019
Q1 		$623K Buy
6,007
+2
+0% +$201 0.01% 494
2018
Q4 		$578K Buy
6,005
+13
+0.2% +$1.41K 0.01% 488
2018
Q3 		$791K Buy
5,992
+488
+9% +$61.9K 0.02% 455
2018
Q2 		$634K Buy
+5,504
New +$621K 0.01% 488

Other funds holding BR

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Yacktman Asset Management
Yacktman Asset Management Austin, Texas $8.38B AUM 19.52% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Pinnacle Associates's BR Position: Q3 2026 in Review

Pinnacle Associates reduced its Broadridge (BR) stake by 1.4% in Q3 2026, selling an estimated $28.3K and leaving 12,220 shares worth $1.97M. The position accounts for 0.02% of the portfolio, ranked #413.

Pinnacle Associates first reported a position in BR in Q2 2018 and has held it in 29 quarters since. The position peaked at $3.04M in Q1 2025. 590 funds tracked by Wall St. Rank hold BR as of Q3 2026.

  • Pinnacle Associates held 12,220 shares of Broadridge worth $1.97M as of Q3 2026.
  • Pinnacle Associates sold 173 Broadridge shares in Q3 2026, an estimated $28.3K.
  • Broadridge made up 0.02% of Pinnacle Associates's portfolio in Q3 2026, its #413 holding.
  • Pinnacle Associates first reported a position in Broadridge in Q2 2018 and has held it in 29 quarters since.
  • Pinnacle Associates's Broadridge position peaked at $3.04M in Q1 2025.
  • 590 funds tracked by Wall St. Rank held Broadridge as of Q3 2026.

Based on Pinnacle Associates's 13F filing for Q3 2026, filed 20 Oct 2026.