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Richardson Capital Management’s Broadridge BR Stock Holding History

Richardson 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 		$13.7K Hold
100
– – 0.01% 171
2026
Q1 		$16.2K Hold
100
– – 0.01% 160
2025
Q4 		$22.3K Hold
100
– – 0.01% 126
2025
Q3 		$23.8K Hold
100
– – 0.01% 128
2025
Q2 		$24.3K Hold
100
– – 0.01% 107
2025
Q1 		$24.2K Buy
+100
New +$23.5K 0.02% 107

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 $3.37T AUM 44.26% 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

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

Richardson Capital Management held its Broadridge (BR) position steady in Q2 2026 at 100 shares worth $13.7K. The position accounts for 0.01% of the portfolio, ranked #171.

Richardson Capital Management first reported a position in BR in Q1 2025 and has held it in 6 quarters since. The position peaked at $24.3K in Q2 2025. 1,013 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Richardson Capital Management held 100 shares of Broadridge worth $13.7K as of Q2 2026.
  • Richardson Capital Management left its Broadridge share count unchanged in Q2 2026.
  • Broadridge made up 0.01% of Richardson Capital Management's portfolio in Q2 2026, its #171 holding.
  • Richardson Capital Management first reported a position in Broadridge in Q1 2025 and has held it in 6 quarters since.
  • Richardson Capital Management's Broadridge position peaked at $24.3K in Q2 2025.
  • 1,013 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Richardson Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.