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Rakuten Investment Management’s Broadridge BR Stock Holding History

Rakuten Investment 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 		$2.88M Buy
17,620
+2,028
+13% +$385K 0.01% 337
2025
Q4 		$3.55M Sell
15,592
-159,220
-91% -$36.3M 0.01% 332
2025
Q3 		$17M Buy
+174,812
New +$43.5M 0.06% 90
2025
Q1 		$2.54M Buy
+10,692
New +$2.52M 0.01% 327

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

Rakuten Investment Management's BR Position: Q1 2026 in Review

Rakuten Investment Management increased its Broadridge (BR) stake by 13% in Q1 2026, buying an estimated $385K and bringing the position to 17,620 shares worth $2.88M. The position accounts for 0.01% of the portfolio, ranked #337.

Rakuten Investment Management first reported a position in BR in Q1 2025 and has held it in 4 quarters since. The position peaked at $17M in Q3 2025. 1,057 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • Rakuten Investment Management held 17,620 shares of Broadridge worth $2.88M as of Q1 2026.
  • Rakuten Investment Management bought 2,028 Broadridge shares in Q1 2026, an estimated $385K.
  • Broadridge made up 0.01% of Rakuten Investment Management's portfolio in Q1 2026, its #337 holding.
  • Rakuten Investment Management first reported a position in Broadridge in Q1 2025 and has held it in 4 quarters since.
  • Rakuten Investment Management's Broadridge position peaked at $17M in Q3 2025.
  • 1,057 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Rakuten Investment Management's 13F filing for Q1 2026, filed 12 May 2026.