Prana Capital Management’s Broadridge BR Stock Holding History

Prana Capital 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	$246K	Buy	+1,513	New	+$287K	0.01%	128
2025 Q3	–	Sell	-4,165	Closed	-$1.01M	–	114
2025 Q2	$1.01M	Sell	4,165 -40,205	-91%	-$9.56M	0.04%	94
2025 Q1	$10.8M	Buy	44,370 +23,926	+117%	+$5.63M	0.44%	49
2024 Q4	$4.62M	Buy	+20,444	New	+$4.58M	0.22%	67
2023 Q3	–	Sell	-5,727	Closed	-$949K	–	93
2023 Q2	$949K	Buy	+5,727	New	+$867K	0.06%	75
2023 Q1	–	Sell	-32,303	Closed	-$4.33M	–	88
2022 Q4	$4.33M	Buy	+32,303	New	+$4.59M	0.33%	59

Other funds holding BR

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Prana Capital Management's BR Position: Q1 2026 in Review

Prana Capital Management opened a new position in Broadridge (BR) in Q1 2026: 1,513 shares worth $246K. The stake represents 0.01% of the portfolio and ranks #128 among its holdings. This is a return to the name: Prana Capital Management previously reported a position in BR as recently as Q2 2025.

Prana Capital Management first reported a position in BR in Q4 2022 and has held it in 6 quarters since. The position peaked at $10.8M in Q1 2025. 1,057 funds tracked by Wall St. Rank hold BR as of Q1 2026.

Prana Capital Management held 1,513 shares of Broadridge worth $246K as of Q1 2026.
Broadridge was a new Prana Capital Management position in Q1 2026.
Broadridge made up 0.01% of Prana Capital Management's portfolio in Q1 2026, its #128 holding.
Prana Capital Management first reported a position in Broadridge in Q4 2022 and has held it in 6 quarters since.
Prana Capital Management's Broadridge position peaked at $10.8M in Q1 2025.
1,057 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Prana Capital Management's 13F filing for Q1 2026, filed 15 May 2026.