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Split Creek Capital LLC’s Broadridge BR Stock Holding History

Split Creek Capital LLC’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 		$286K Buy
+2,087
New +$315K 0.26% 109
2026
Q1 		– Sell
-1,089
Closed -$243K – 128
2025
Q4 		$243K Buy
+1,089
New +$248K 0.26% 114

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State Street
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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
Jupiter Topco
Jupiter Topco New York $245B AUM

Split Creek Capital LLC's BR Position: Q2 2026 in Review

Split Creek Capital LLC opened a new position in Broadridge (BR) in Q2 2026: 2,087 shares worth $286K. The stake represents 0.26% of the portfolio and ranks #109 among its holdings. This is a return to the name: Split Creek Capital LLC previously reported a position in BR as recently as Q4 2025.

Split Creek Capital LLC first reported a position in BR in Q4 2025 and has held it in 2 quarters since. 1,024 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Split Creek Capital LLC held 2,087 shares of Broadridge worth $286K as of Q2 2026.
  • Broadridge was a new Split Creek Capital LLC position in Q2 2026.
  • Broadridge made up 0.26% of Split Creek Capital LLC's portfolio in Q2 2026, its #109 holding.
  • Split Creek Capital LLC first reported a position in Broadridge in Q4 2025 and has held it in 2 quarters since.
  • 1,024 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Split Creek Capital LLC's 13F filing for Q2 2026, filed 23 Oct 2026.