RCM
BR icon

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
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 $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

Raleigh Capital Management's BR Position: Q1 2026 in Review

Raleigh Capital Management increased its Broadridge (BR) stake by 2.4% in Q1 2026, buying an estimated $3.42K and bringing the position to 783 shares worth $127K. The position accounts for 0.04% of the portfolio, ranked #229.

Raleigh Capital Management first reported a position in BR in Q3 2023 and has held it in 11 quarters since. The position peaked at $218K in Q1 2025. 1,054 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • Raleigh Capital Management held 783 shares of Broadridge worth $127K as of Q1 2026.
  • Raleigh Capital Management bought 18 Broadridge shares in Q1 2026, an estimated $3.42K.
  • Broadridge made up 0.04% of Raleigh Capital Management's portfolio in Q1 2026, its #229 holding.
  • Raleigh Capital Management first reported a position in Broadridge in Q3 2023 and has held it in 11 quarters since.
  • Raleigh Capital Management's Broadridge position peaked at $218K in Q1 2025.
  • 1,054 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Raleigh Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.