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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
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 $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Plato Investment Management's BR Position: Q1 2026 in Review

Plato Investment Management held its Broadridge (BR) position steady in Q1 2026 at 2,879 shares worth $468K. The position accounts for 0.03% of the portfolio, ranked #351.

Plato Investment Management first reported a position in BR in Q1 2024 and has held it in 9 quarters since. The position peaked at $706K in Q1 2025. 1,055 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • Plato Investment Management held 2,879 shares of Broadridge worth $468K as of Q1 2026.
  • Plato Investment Management left its Broadridge share count unchanged in Q1 2026.
  • Broadridge made up 0.03% of Plato Investment Management's portfolio in Q1 2026, its #351 holding.
  • Plato Investment Management first reported a position in Broadridge in Q1 2024 and has held it in 9 quarters since.
  • Plato Investment Management's Broadridge position peaked at $706K in Q1 2025.
  • 1,055 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Plato Investment Management's 13F filing for Q1 2026, filed 5 May 2026.