SLC
BR icon

Second Line Capital’s Broadridge BR Stock Holding History

Second Line Capital’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 		$310K Sell
2,155
-12,651
-85% -$1.91M 0.06% 117
2026
Q1 		$2.28M Sell
14,806
-173
-1% -$32.9K 0.43% 42
2025
Q4 		$3.36M Buy
14,979
+492
+3% +$112K 0.69% 31
2025
Q3 		$3.46M Buy
14,487
+203
+1% +$50.6K 0.72% 36
2025
Q2 		$3.48M Buy
14,284
+593
+4% +$141K 0.81% 30
2025
Q1 		$3.33M Buy
13,691
+464
+4% +$109K 0.86% 30
2024
Q4 		$3M Buy
13,227
+554
+4% +$124K 0.81% 28
2024
Q3 		$2.74M Buy
12,673
+728
+6% +$152K 0.75% 33
2024
Q2 		$2.36M Buy
11,945
+665
+6% +$132K 0.72% 33
2024
Q1 		$2.32M Buy
11,280
+386
+4% +$77.8K 0.75% 33
2023
Q4 		$2.25M Buy
+10,894
New +$2.01M 0.9% 25

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

Second Line Capital's BR Position: Q2 2026 in Review

Second Line Capital reduced its Broadridge (BR) stake by 85% in Q2 2026, selling an estimated $1.91M and leaving 2,155 shares worth $310K. The position accounts for 0.06% of the portfolio, ranked #117.

Second Line Capital first reported a position in BR in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.48M in Q2 2025. 1,016 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Second Line Capital held 2,155 shares of Broadridge worth $310K as of Q2 2026.
  • Second Line Capital sold 12,651 Broadridge shares in Q2 2026, an estimated $1.91M.
  • Broadridge made up 0.06% of Second Line Capital's portfolio in Q2 2026, its #117 holding.
  • Second Line Capital first reported a position in Broadridge in Q4 2023 and has held it in 11 quarters since.
  • Second Line Capital's Broadridge position peaked at $3.48M in Q2 2025.
  • 1,016 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Second Line Capital's 13F filing for Q2 2026, filed 12 Aug 2026.