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SignatureFD’s Broadridge BR Stock Holding History

SignatureFD’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 		$365K Buy
2,249
+334
+17% +$63.5K 0.01% 725
2025
Q4 		$427K Sell
1,915
-175
-8% -$39.9K 0.01% 661
2025
Q3 		$498K Buy
2,090
+45
+2% +$11.2K 0.01% 594
2025
Q2 		$497K Buy
2,045
+242
+13% +$57.5K 0.01% 569
2025
Q1 		$437K Sell
1,803
-107
-6% -$25.2K 0.01% 578
2024
Q4 		$432K Buy
1,910
+95
+5% +$21.3K 0.01% 572
2024
Q3 		$390K Buy
1,815
+20
+1% +$4.18K 0.01% 599
2024
Q2 		$354K Sell
1,795
-175
-9% -$34.7K 0.01% 606
2024
Q1 		$404K Buy
1,970
+374
+23% +$75.4K 0.01% 581
2023
Q4 		$328K Buy
1,596
+58
+4% +$10.7K 0.01% 618
2023
Q3 		$275K Buy
1,538
+143
+10% +$25.3K 0.01% 621
2023
Q2 		$231K Buy
1,395
+40
+3% +$6.05K 0.01% 698
2023
Q1 		$199K Sell
1,355
-77
-5% -$11K 0.01% 731
2022
Q4 		$192K Sell
1,432
-630
-31% -$89.5K 0.01% 723
2022
Q3 		$298K Buy
2,062
+201
+11% +$32.6K 0.01% 535
2022
Q2 		$265K Buy
1,861
+340
+22% +$49.3K 0.01% 586
2022
Q1 		$237K Buy
1,521
+13
+0.9% +$2K 0.01% 664
2021
Q4 		$276K Sell
1,508
-26
-2% -$4.57K 0.01% 596
2021
Q3 		$256K Sell
1,534
-7
-0.5% -$1.19K 0.01% 592
2021
Q2 		$249K Buy
1,541
+279
+22% +$44.6K 0.01% 579
2021
Q1 		$193K Sell
1,262
-1
-0.1% -$148 0.01% 606
2020
Q4 		$193K Sell
1,263
-135
-10% -$19.6K 0.01% 549
2020
Q3 		$185K Buy
1,398
+235
+20% +$31.4K 0.01% 505
2020
Q2 		$147K Buy
1,163
+125
+12% +$14.5K 0.01% 546
2020
Q1 		$98K Sell
1,038
-29
-3% -$3.31K 0.01% 643
2019
Q4 		$132K Sell
1,067
-74
-6% -$9.05K 0.01% 599
2019
Q3 		$142K Buy
1,141
+193
+20% +$24.9K 0.01% 526
2019
Q2 		$121K Buy
948
+30
+3% +$3.61K 0.01% 554
2019
Q1 		$95K Buy
918
+27
+3% +$2.71K 0.01% 646
2018
Q4 		$86K Sell
891
-217
-20% -$23.5K 0.01% 637
2018
Q3 		$146K Sell
1,108
-7
-0.6% -$888 0.01% 512
2018
Q2 		$128K Buy
1,115
+562
+102% +$63.4K 0.01% 522
2018
Q1 		$61K Buy
+553
New +$54.9K 0.01% 673
2016
Q4 		– Sell
-502
Closed -$34K – 367
2016
Q3 		$34K Buy
502
+345
+220% +$23.5K 0.01% 640
2016
Q2 		$10K Sell
157
-51
-25% -$3.16K ﹤0.01% 899
2016
Q1 		$12K Hold
208
– – ﹤0.01% 791
2015
Q4 		$11K Hold
208
– – ﹤0.01% 706
2015
Q3 		$12K Buy
208
+21
+11% +$1.13K ﹤0.01% 635
2015
Q2 		$9K Hold
187
– – ﹤0.01% 644
2015
Q1 		$10K Buy
187
+30
+19% +$1.52K ﹤0.01% 528
2014
Q4 		$7K Hold
157
– – ﹤0.01% 537
2014
Q3 		$7K Sell
157
-12
-7% -$499 ﹤0.01% 495
2014
Q2 		$7K Sell
169
-44
-21% -$1.72K ﹤0.01% 509
2014
Q1 		$8K Hold
213
– – ﹤0.01% 444
2013
Q4 		$8K Hold
213
– – ﹤0.01% 461
2013
Q3 		$7K Buy
213
+56
+36% +$1.66K ﹤0.01% 444
2013
Q2 		$4K Buy
+157
New +$4.04K ﹤0.01% 423

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

SignatureFD's BR Position: Q1 2026 in Review

SignatureFD increased its Broadridge (BR) stake by 17% in Q1 2026, buying an estimated $63.5K and bringing the position to 2,249 shares worth $365K. The position accounts for 0.01% of the portfolio, ranked #725.

SignatureFD first reported a position in BR in Q2 2013 and has held it in 47 quarters since. The position peaked at $498K in Q3 2025. 1,054 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • SignatureFD held 2,249 shares of Broadridge worth $365K as of Q1 2026.
  • SignatureFD bought 334 Broadridge shares in Q1 2026, an estimated $63.5K.
  • Broadridge made up 0.01% of SignatureFD's portfolio in Q1 2026, its #725 holding.
  • SignatureFD first reported a position in Broadridge in Q2 2013 and has held it in 47 quarters since.
  • SignatureFD's Broadridge position peaked at $498K in Q3 2025.
  • 1,054 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on SignatureFD's 13F filing for Q1 2026, filed 7 Apr 2026.