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Sivia Capital Partners’s Broadridge BR Stock Holding History

Sivia Capital Partners’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 		– Sell
-9,551
Closed -$1.55M – 551
2026
Q1 		$1.55M Buy
+9,551
New +$1.81M 0.3% 77

Other funds holding BR

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $965M AUM 10.64% 1-Year Est. Return
MCM
McRae Capital Management Morristown, New Jersey $508M AUM 14.21% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

Sivia Capital Partners's BR Position: Q2 2026 in Review

Sivia Capital Partners sold out of Broadridge (BR) in Q2 2026, closing a stake of 9,551 shares — an estimated $1.55M sold.

Sivia Capital Partners first reported a position in BR in Q1 2026 and held it in 1 quarter. The position peaked at $1.55M in Q1 2026. 209 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Sivia Capital Partners reported no remaining Broadridge position as of Q2 2026 after selling out during the quarter.
  • Sivia Capital Partners sold 9,551 Broadridge shares in Q2 2026, an estimated $1.55M.
  • Sivia Capital Partners first reported a position in Broadridge in Q1 2026 and held it in 1 quarter.
  • Sivia Capital Partners's Broadridge position peaked at $1.55M in Q1 2026.
  • 209 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Sivia Capital Partners's 13F filing for Q2 2026, filed 23 Jul 2026.