SCM
BR icon

Sterling Capital Management’s Broadridge BR Stock Holding History

Sterling Capital Management’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 		$181K Sell
1,117
-272
-20% -$51.7K ﹤0.01% 1216
2025
Q4 		$310K Buy
1,389
+569
+69% +$130K 0.01% 1177
2025
Q3 		$195K Sell
820
-32
-4% -$7.97K ﹤0.01% 1331
2025
Q2 		$207K Sell
852
-76
-8% -$18.1K ﹤0.01% 1252
2025
Q1 		$225K Sell
928
-1,407
-60% -$331K ﹤0.01% 1172
2024
Q4 		$528K Sell
2,335
-3
-0.1% -$672 0.01% 874
2024
Q3 		$503K Buy
+2,338
New +$489K 0.01% 852
2019
Q3 		$1.27M Sell
10,219
-293
-3% -$37.7K 0.01% 521
2019
Q2 		$1.34M Sell
10,512
-2,355
-18% -$284K 0.01% 496
2019
Q1 		$1.33M Buy
+12,867
New +$1.29M 0.01% 489
2018
Q2 		– Sell
-1,935
Closed -$212K – 846
2018
Q1 		$212K Sell
1,935
-309
-14% -$30.7K ﹤0.01% 831
2017
Q4 		$203K Buy
+2,244
New +$196K ﹤0.01% 859
2016
Q3 		– Sell
-7,730
Closed -$504K – 909
2016
Q2 		$504K Buy
+7,730
New +$479K ﹤0.01% 749
2015
Q4 		– Sell
-11,824
Closed -$654K – 990
2015
Q3 		$654K Sell
11,824
-4,958
-30% -$266K 0.01% 640
2015
Q2 		$839K Sell
16,782
-58
-0.3% -$3.09K 0.01% 488
2015
Q1 		$926K Buy
+16,840
New +$855K 0.01% 470
2014
Q2 		– Sell
-9,885
Closed -$367K – 879
2014
Q1 		$367K Sell
9,885
-77
-0.8% -$2.89K ﹤0.01% 825
2013
Q4 		$394K Sell
9,962
-1,478
-13% -$53.4K ﹤0.01% 659
2013
Q3 		$363K Buy
11,440
+604
+6% +$18K ﹤0.01% 514
2013
Q2 		$288K Buy
+10,836
New +$279K ﹤0.01% 526

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

Sterling Capital Management's BR Position: Q1 2026 in Review

Sterling Capital Management reduced its Broadridge (BR) stake by 20% in Q1 2026, selling an estimated $51.7K and leaving 1,117 shares worth $181K. The position accounts for ﹤0.01% of the portfolio, ranked #1216.

Sterling Capital Management first reported a position in BR in Q2 2013 and has held it in 20 quarters since. The position peaked at $1.34M in Q2 2019. 1,054 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • Sterling Capital Management held 1,117 shares of Broadridge worth $181K as of Q1 2026.
  • Sterling Capital Management sold 272 Broadridge shares in Q1 2026, an estimated $51.7K.
  • Broadridge made up ﹤0.01% of Sterling Capital Management's portfolio in Q1 2026, its #1216 holding.
  • Sterling Capital Management first reported a position in Broadridge in Q2 2013 and has held it in 20 quarters since.
  • Sterling Capital Management's Broadridge position peaked at $1.34M in Q2 2019.
  • 1,054 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Sterling Capital Management's 13F filing for Q1 2026, filed 22 Apr 2026.