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Plato Investment Management’s Broadridge BR Stock Holding History

Plato Investment 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 		$392K Hold
2,879
– – 0.02% 369
2026
Q1 		$468K Hold
2,879
– – 0.03% 351
2025
Q4 		$646K Hold
2,879
– – 0.04% 323
2025
Q3 		$680K Hold
2,879
– – 0.05% 316
2025
Q2 		$697K Hold
2,879
– – 0.05% 304
2025
Q1 		$706K Hold
2,879
– – 0.06% 289
2024
Q4 		$653K Hold
2,879
– – 0.05% 311
2024
Q3 		$618K Hold
2,879
– – 0.05% 295
2024
Q2 		$567K Hold
2,879
– – 0.05% 265
2024
Q1 		$590K Buy
+2,879
New +$581K 0.06% 255

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 $3.38T AUM 44.17% 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

Plato Investment Management's BR Position: Q2 2026 in Review

Plato Investment Management held its Broadridge (BR) position steady in Q2 2026 at 2,879 shares worth $392K. The position accounts for 0.02% of the portfolio, ranked #369.

Plato Investment Management first reported a position in BR in Q1 2024 and has held it in 10 quarters since. The position peaked at $706K in Q1 2025. 1,021 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Plato Investment Management held 2,879 shares of Broadridge worth $392K as of Q2 2026.
  • Plato Investment Management left its Broadridge share count unchanged in Q2 2026.
  • Broadridge made up 0.02% of Plato Investment Management's portfolio in Q2 2026, its #369 holding.
  • Plato Investment Management first reported a position in Broadridge in Q1 2024 and has held it in 10 quarters since.
  • Plato Investment Management's Broadridge position peaked at $706K in Q1 2025.
  • 1,021 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Plato Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.