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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
Q2 		– Sell
-1,513
Closed -$246K – 134
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
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

Prana Capital Management's BR Position: Q2 2026 in Review

Prana Capital Management sold out of Broadridge (BR) in Q2 2026, closing a stake of 1,513 shares — an estimated $246K sold.

Prana Capital Management first reported a position in BR in Q4 2022 and held it in 6 quarters. The position peaked at $10.8M in Q1 2025. 1,019 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Prana Capital Management reported no remaining Broadridge position as of Q2 2026 after selling out during the quarter.
  • Prana Capital Management sold 1,513 Broadridge shares in Q2 2026, an estimated $246K.
  • Prana Capital Management first reported a position in Broadridge in Q4 2022 and held it in 6 quarters.
  • Prana Capital Management's Broadridge position peaked at $10.8M in Q1 2025.
  • 1,019 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Prana Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.