Princeton Global Asset Management’s Broadridge BR Stock Holding History

Princeton Global Asset 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	$2.36M	Buy	17,241 +183	+1%	+$27.6K	0.34%	67
2026 Q1	$2.77M	Sell	17,058 -524	-3%	-$99.5K	0.45%	62
2025 Q4	$3.92M	Buy	17,582 +78	+0.4%	+$17.8K	0.64%	39
2025 Q3	$4.17M	Sell	17,504 -203	-1%	-$50.6K	0.69%	40
2025 Q2	$4.3M	Sell	17,707 -423	-2%	-$101K	0.78%	33
2025 Q1	$4.4M	Buy	18,130 +420	+2%	+$98.8K	0.87%	31
2024 Q4	$4M	Buy	17,710 +238	+1%	+$53.3K	0.75%	38
2024 Q3	$3.76M	Buy	17,472 +1,170	+7%	+$245K	0.73%	42
2024 Q2	$3.21M	Buy	16,302 +530	+3%	+$105K	0.71%	46
2024 Q1	$3.23M	Buy	15,772 +495	+3%	+$99.8K	0.77%	45
2023 Q4	$3.14M	Buy	15,277 +569	+4%	+$105K	0.79%	38
2023 Q3	$2.63M	Buy	14,708 +21	+0.1%	+$3.72K	0.75%	47
2023 Q2	$2.43M	Buy	14,687 +715	+5%	+$108K	0.71%	49
2023 Q1	$2.05M	Buy	13,972 +1,157	+9%	+$166K	0.59%	57
2022 Q4	$1.72M	Sell	12,815 -9	-0.1%	-$1.28K	0.56%	58
2022 Q3	$1.85M	Sell	12,824 -14	-0.1%	-$2.27K	0.65%	52
2022 Q2	$1.83M	Buy	12,838 +307	+2%	+$44.5K	0.59%	57
2022 Q1	$1.95M	Buy	12,531 +409	+3%	+$62.8K	0.54%	58
2021 Q4	$2.22M	Buy	12,122 +200	+2%	+$35.2K	0.62%	50
2021 Q3	$1.99M	Sell	11,922 -440	-4%	-$74.9K	0.61%	53
2021 Q2	$2M	Buy	12,362 +808	+7%	+$129K	0.61%	53
2021 Q1	$1.77M	Buy	11,554 +53	+0.5%	+$7.83K	0.57%	56
2020 Q4	$1.76M	Buy	11,501 +386	+3%	+$56K	0.62%	49
2020 Q3	$1.47M	Sell	11,115 -2,173	-16%	-$291K	0.59%	51
2020 Q2	$1.68M	Sell	13,288 -73	-0.5%	-$8.45K	0.52%	68
2020 Q1	$1.27M	Buy	13,361 +2,407	+22%	+$275K	0.56%	52
2019 Q4	$1.35K	Buy	10,954 +2,783	+34%	+$340K	0.55%	48
2019 Q3	$1.02M	Buy	8,171 +1,122	+16%	+$144K	0.58%	49
2019 Q2	$900K	Buy	7,049 +22	+0.3%	+$2.65K	0.54%	53
2019 Q1	$728K	Buy	7,027 +579	+9%	+$58.1K	0.5%	57
2018 Q4	$621K	Buy	+6,448	New	+$698K	0.55%	52

Other funds holding BR

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

BST

Bath Savings Trust Bath, Maine $965M AUM 10.64% 1-Year Est. Return

MCM

McRae Capital Management Morristown, New Jersey $508M AUM 14.21% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return

Princeton Global Asset Management's BR Position: Q2 2026 in Review

Princeton Global Asset Management increased its Broadridge (BR) stake by 1.1% in Q2 2026, buying an estimated $27.6K and bringing the position to 17,241 shares worth $2.36M. The position accounts for 0.34% of the portfolio, ranked #67.

Princeton Global Asset Management first reported a position in BR in Q4 2018 and has held it in 31 quarters since. The position peaked at $4.4M in Q1 2025. 132 funds tracked by Wall St. Rank hold BR as of Q2 2026.

Princeton Global Asset Management held 17,241 shares of Broadridge worth $2.36M as of Q2 2026.
Princeton Global Asset Management bought 183 Broadridge shares in Q2 2026, an estimated $27.6K.
Broadridge made up 0.34% of Princeton Global Asset Management's portfolio in Q2 2026, its #67 holding.
Princeton Global Asset Management first reported a position in Broadridge in Q4 2018 and has held it in 31 quarters since.
Princeton Global Asset Management's Broadridge position peaked at $4.4M in Q1 2025.
132 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Princeton Global Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.