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Principal Securities’s Broadridge BR Stock Holding History

Principal Securities’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 		$1.4M Buy
8,632
+2,163
+33% +$411K 0.02% 615
2025
Q4 		$1.44M Buy
6,469
+1,473
+29% +$336K 0.02% 582
2025
Q3 		$1.19M Sell
4,996
-143
-3% -$35.6K 0.02% 618
2025
Q2 		$1.25M Sell
5,139
-1,427
-22% -$339K 0.02% 550
2025
Q1 		$1.48M Hold
6,566
– – 0.03% 436
2024
Q4 		$1.48M Buy
6,566
+228
+4% +$51.1K 0.03% 432
2024
Q3 		$1.36M Sell
6,338
-1,127
-15% -$236K 0.03% 446
2024
Q2 		$1.47M Buy
7,465
+279
+4% +$55.3K 0.04% 379
2024
Q1 		$1.47M Buy
7,186
+713
+11% +$144K 0.05% 348
2023
Q4 		$1.33M Buy
+6,473
New +$1.19M 0.05% 338

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

Principal Securities's BR Position: Q1 2026 in Review

Principal Securities increased its Broadridge (BR) stake by 33% in Q1 2026, buying an estimated $411K and bringing the position to 8,632 shares worth $1.4M. The position accounts for 0.02% of the portfolio, ranked #615.

Principal Securities first reported a position in BR in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.48M in Q1 2025. 1,054 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • Principal Securities held 8,632 shares of Broadridge worth $1.4M as of Q1 2026.
  • Principal Securities bought 2,163 Broadridge shares in Q1 2026, an estimated $411K.
  • Broadridge made up 0.02% of Principal Securities's portfolio in Q1 2026, its #615 holding.
  • Principal Securities first reported a position in Broadridge in Q4 2023 and has held it in 10 quarters since.
  • Principal Securities's Broadridge position peaked at $1.48M in Q1 2025.
  • 1,054 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.