Rossby Financial’s Broadridge BR Stock Holding History

Rossby Financial’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	$9.76K	Buy	61 +37	+154%	+$7.03K	﹤0.01%	1260
2025 Q4	$5.36K	Buy	+24	New	+$5.47K	﹤0.01%	1095

Other funds holding BR

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Rossby Financial's BR Position: Q1 2026 in Review

Rossby Financial increased its Broadridge (BR) stake by 154% in Q1 2026, buying an estimated $7.03K and bringing the position to 61 shares worth $9.76K. The position accounts for ﹤0.01% of the portfolio, ranked #1260.

Rossby Financial first reported a position in BR in Q4 2025 and has held it in 2 quarters since. 1,055 funds tracked by Wall St. Rank hold BR as of Q1 2026.

Rossby Financial held 61 shares of Broadridge worth $9.76K as of Q1 2026.
Rossby Financial bought 37 Broadridge shares in Q1 2026, an estimated $7.03K.
Broadridge made up ﹤0.01% of Rossby Financial's portfolio in Q1 2026, its #1260 holding.
Rossby Financial first reported a position in Broadridge in Q4 2025 and has held it in 2 quarters since.
1,055 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Rossby Financial's 13F filing for Q1 2026, filed 11 May 2026.