RCAG
BR icon

Rehmann Capital Advisory Group’s Broadridge BR Stock Holding History

Rehmann Capital Advisory Group’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 		$457K Buy
2,811
+695
+33% +$132K 0.02% 423
2025
Q4 		$474K Sell
2,116
-281
-12% -$64.1K 0.02% 410
2025
Q3 		$572K Buy
2,397
+728
+44% +$181K 0.03% 359
2025
Q2 		$406K Buy
1,669
+150
+10% +$35.6K 0.02% 399
2025
Q1 		$368K Buy
1,519
+67
+5% +$15.8K 0.02% 432
2024
Q4 		$328K Buy
1,452
+109
+8% +$24.4K 0.02% 447
2024
Q3 		$290K Sell
1,343
-33
-2% -$6.9K 0.02% 476
2024
Q2 		$271K Buy
1,376
+146
+12% +$29K 0.02% 475
2024
Q1 		$252K Buy
1,230
+10
+0.8% +$2.02K 0.02% 497
2023
Q4 		$251K Hold
1,220
– – 0.02% 481
2023
Q3 		$218K Buy
+1,220
New +$216K 0.02% 475
2022
Q1 		– Sell
-1,126
Closed -$206K – 543
2021
Q4 		$206K Buy
+1,126
New +$198K 0.02% 525
2019
Q3 		$91K Sell
731
-75
-9% -$9.66K 0.01% 470
2019
Q2 		$103K Sell
806
-184
-19% -$22.2K 0.01% 608
2019
Q1 		$103K Sell
990
-108
-10% -$10.8K 0.01% 585
2018
Q4 		$106K Sell
1,098
-194
-15% -$21K 0.02% 394
2018
Q3 		$170K Buy
1,292
+3
+0.2% +$381 0.02% 440
2018
Q2 		$148K Sell
1,289
-130
-9% -$14.7K 0.02% 455
2018
Q1 		$156K Buy
+1,419
New +$141K 0.02% 435

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

Rehmann Capital Advisory Group's BR Position: Q1 2026 in Review

Rehmann Capital Advisory Group increased its Broadridge (BR) stake by 33% in Q1 2026, buying an estimated $132K and bringing the position to 2,811 shares worth $457K. The position accounts for 0.02% of the portfolio, ranked #423.

Rehmann Capital Advisory Group first reported a position in BR in Q1 2018 and has held it in 19 quarters since. The position peaked at $572K in Q3 2025. 1,057 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • Rehmann Capital Advisory Group held 2,811 shares of Broadridge worth $457K as of Q1 2026.
  • Rehmann Capital Advisory Group bought 695 Broadridge shares in Q1 2026, an estimated $132K.
  • Broadridge made up 0.02% of Rehmann Capital Advisory Group's portfolio in Q1 2026, its #423 holding.
  • Rehmann Capital Advisory Group first reported a position in Broadridge in Q1 2018 and has held it in 19 quarters since.
  • Rehmann Capital Advisory Group's Broadridge position peaked at $572K in Q3 2025.
  • 1,057 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Rehmann Capital Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.