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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
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

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

Pinnacle Associates's BR Position: Q2 2026 in Review

Pinnacle Associates increased its Broadridge (BR) stake by 2.7% in Q2 2026, buying an estimated $48.6K and bringing the position to 12,393 shares worth $1.7M. The position accounts for 0.02% of the portfolio, ranked #443.

Pinnacle Associates first reported a position in BR in Q2 2018 and has held it in 28 quarters since. The position peaked at $3.04M in Q1 2025. 1,017 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Pinnacle Associates held 12,393 shares of Broadridge worth $1.7M as of Q2 2026.
  • Pinnacle Associates bought 322 Broadridge shares in Q2 2026, an estimated $48.6K.
  • Broadridge made up 0.02% of Pinnacle Associates's portfolio in Q2 2026, its #443 holding.
  • Pinnacle Associates first reported a position in Broadridge in Q2 2018 and has held it in 28 quarters since.
  • Pinnacle Associates's Broadridge position peaked at $3.04M in Q1 2025.
  • 1,017 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Pinnacle Associates's 13F filing for Q2 2026, filed 3 Aug 2026.