R Squared’s Broadridge BR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$276K Buy
+2,012
New +$304K 0.14% 250
2025
Q4
Sell
-4,300
Closed -$1.02M 545
2025
Q3
$1.02M Buy
+4,300
New +$1.07M 0.44% 46
2025
Q2
Sell
-840
Closed -$204K 479
2025
Q1
$204K Buy
840
+750
+833% +$176K 0.22% 201
2024
Q4
$20.3K Buy
+90
New +$20.2K 0.02% 866

Other funds holding BR

R Squared's BR Position: Q2 2026 in Review

R Squared opened a new position in Broadridge (BR) in Q2 2026: 2,012 shares worth $276K. The stake represents 0.14% of the portfolio and ranks #250 among its holdings. This is a return to the name: R Squared previously reported a position in BR as recently as Q3 2025.

R Squared first reported a position in BR in Q4 2024 and has held it in 4 quarters since. The position peaked at $1.02M in Q3 2025. 1,017 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • R Squared held 2,012 shares of Broadridge worth $276K as of Q2 2026.
  • Broadridge was a new R Squared position in Q2 2026.
  • Broadridge made up 0.14% of R Squared's portfolio in Q2 2026, its #250 holding.
  • R Squared first reported a position in Broadridge in Q4 2024 and has held it in 4 quarters since.
  • R Squared's Broadridge position peaked at $1.02M in Q3 2025.
  • 1,017 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on R Squared's 13F filing for Q2 2026, filed 5 Aug 2026.