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Resources Management Corp’s Broadridge BR Stock Holding History

Resources Management Corp’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 		$151K Sell
930
-385
-29% -$73.1K 0.02% 203
2025
Q4 		$293K Sell
1,315
-10
-0.8% -$2.28K 0.04% 168
2025
Q3 		$316K Hold
1,325
– – 0.04% 162
2025
Q2 		$322K Hold
1,325
– – 0.04% 167
2025
Q1 		$321K Sell
1,325
-100
-7% -$23.5K 0.05% 181
2024
Q4 		$322K Sell
1,425
-530
-27% -$119K 0.04% 182
2024
Q3 		$420K Sell
1,955
-20
-1% -$4.18K 0.06% 177
2024
Q2 		$389K Sell
1,975
-254
-11% -$50.4K 0.06% 175
2024
Q1 		$457K Buy
2,229
+184
+9% +$37.1K 0.07% 166
2023
Q4 		$421K Sell
2,045
-95
-4% -$17.5K 0.06% 177
2023
Q3 		$383K Sell
2,140
-55
-3% -$9.74K 0.06% 176
2023
Q2 		$364K Sell
2,195
-137,547
-98% -$20.8M 0.06% 185
2023
Q1 		$18.2M Buy
139,742
+137,402
+5,872% +$19.7M 2.93% 5
2022
Q4 		$314K Sell
2,340
-300
-11% -$42.6K 0.05% 199
2022
Q3 		$381K Sell
2,640
-135
-5% -$21.9K 0.07% 184
2022
Q2 		$396K Hold
2,775
– – 0.06% 187
2022
Q1 		$432K Buy
2,775
+220
+9% +$33.8K 0.06% 194
2021
Q4 		$467K Sell
2,555
-100
-4% -$17.6K 0.06% 201
2021
Q3 		$442K Hold
2,655
– – 0.06% 197
2021
Q2 		$429K Hold
2,655
– – 0.06% 203
2021
Q1 		$406K Buy
2,655
+1
+0% +$148 0.06% 197
2020
Q4 		$407K Buy
2,654
+15
+0.6% +$2.18K 0.07% 180
2020
Q3 		$348K Hold
2,639
– – 0.06% 180
2020
Q2 		$333K Buy
2,639
+45
+2% +$5.21K 0.06% 185
2020
Q1 		$246K Hold
2,594
– – 0.05% 191
2019
Q4 		$320K Hold
2,594
– – 0.06% 186
2019
Q3 		$323K Buy
+2,594
New +$334K 0.06% 185
2018
Q4 		$214K Sell
2,225
-500
-18% -$54.1K 0.05% 201
2018
Q3 		$359K Buy
+2,725
New +$346K 0.07% 182

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

Resources Management Corp's BR Position: Q1 2026 in Review

Resources Management Corp reduced its Broadridge (BR) stake by 29% in Q1 2026, selling an estimated $73.1K and leaving 930 shares worth $151K. The position accounts for 0.02% of the portfolio, ranked #203.

Resources Management Corp first reported a position in BR in Q3 2018 and has held it in 29 quarters since. The position peaked at $18.2M in Q1 2023. 1,054 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • Resources Management Corp held 930 shares of Broadridge worth $151K as of Q1 2026.
  • Resources Management Corp sold 385 Broadridge shares in Q1 2026, an estimated $73.1K.
  • Broadridge made up 0.02% of Resources Management Corp's portfolio in Q1 2026, its #203 holding.
  • Resources Management Corp first reported a position in Broadridge in Q3 2018 and has held it in 29 quarters since.
  • Resources Management Corp's Broadridge position peaked at $18.2M in Q1 2023.
  • 1,054 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Resources Management Corp's 13F filing for Q1 2026, filed 15 May 2026.