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Raleigh Capital Management’s Broadridge BR Stock Holding History

Raleigh 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 		$105K Sell
766
-17
-2% -$2.57K 0.03% 237
2026
Q1 		$127K Buy
783
+18
+2% +$3.42K 0.04% 229
2025
Q4 		$171K Sell
765
-9
-1% -$2.05K 0.06% 206
2025
Q3 		$184K Sell
774
-81
-9% -$20.2K 0.07% 194
2025
Q2 		$208K Sell
855
-45
-5% -$10.7K 0.09% 198
2025
Q1 		$218K Sell
900
-63
-7% -$14.8K 0.1% 187
2024
Q4 		$218K Buy
963
+945
+5,250% +$212K 0.08% 189
2024
Q3 		$3.87K Buy
18
+3
+20% +$627 ﹤0.01% 736
2024
Q2 		$2.96K Sell
15
-133
-90% -$26.4K ﹤0.01% 741
2024
Q1 		$30.3K Buy
148
+138
+1,380% +$27.8K 0.01% 369
2023
Q4 		$2.06K Sell
10
-41
-80% -$7.56K ﹤0.01% 863
2023
Q3 		$9.13K Buy
+51
New +$9.03K ﹤0.01% 553

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 $3.38T AUM 44.17% 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

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

Raleigh Capital Management reduced its Broadridge (BR) stake by 2.2% in Q2 2026, selling an estimated $2.57K and leaving 766 shares worth $105K. The position accounts for 0.03% of the portfolio, ranked #237.

Raleigh Capital Management first reported a position in BR in Q3 2023 and has held it in 12 quarters since. The position peaked at $218K in Q1 2025. 1,021 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Raleigh Capital Management held 766 shares of Broadridge worth $105K as of Q2 2026.
  • Raleigh Capital Management sold 17 Broadridge shares in Q2 2026, an estimated $2.57K.
  • Broadridge made up 0.03% of Raleigh Capital Management's portfolio in Q2 2026, its #237 holding.
  • Raleigh Capital Management first reported a position in Broadridge in Q3 2023 and has held it in 12 quarters since.
  • Raleigh Capital Management's Broadridge position peaked at $218K in Q1 2025.
  • 1,021 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Raleigh Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.