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Steve Schonfeld’s Broadridge BR Stock Holding History

Steve Schonfeld’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 		$5.32M Buy
38,862
+29,613
+320% +$4.47M 0.02% 628
2026
Q1 		$1.5M Buy
+9,249
New +$1.76M 0.01% 927
2025
Q4 		– Sell
-3,852
Closed -$917K – 2079
2025
Q3 		$917K Buy
3,852
+1,292
+50% +$322K 0.01% 1415
2025
Q2 		$622K Sell
2,560
-33,461
-93% -$7.95M ﹤0.01% 1478
2025
Q1 		$8.73M Buy
36,021
+30,116
+510% +$7.09M 0.05% 366
2024
Q4 		$1.34M Buy
+5,905
New +$1.32M 0.01% 1000
2024
Q2 		– Sell
-2,210
Closed -$453K – 2170
2024
Q1 		$453K Sell
2,210
-2,233
-50% -$450K ﹤0.01% 1512
2023
Q4 		$914K Buy
+4,443
New +$820K 0.01% 1070
2023
Q2 		– Sell
-8,971
Closed -$1.31M – 2158
2023
Q1 		$1.31M Buy
+8,971
New +$1.28M 0.01% 842
2021
Q3 		– Sell
-5,962
Closed -$963K – 2174
2021
Q2 		$963K Buy
+5,962
New +$953K 0.01% 949
2020
Q4 		– Sell
-18,993
Closed -$2.51M – 1587
2020
Q3 		$2.51M Sell
18,993
-21,550
-53% -$2.88M 0.05% 443
2020
Q2 		$5.12M Buy
+40,543
New +$4.69M 0.13% 225
2020
Q1 		– Sell
-2,410
Closed -$298K – 1164
2019
Q4 		$298K Buy
2,410
+58
+2% +$7.09K 0.01% 978
2019
Q3 		$293K Buy
+2,352
New +$303K 0.01% 786
2019
Q2 		– Sell
-49,900
Closed -$5.17M – 1004
2019
Q1 		$5.17M Buy
49,900
+38,100
+323% +$3.82M 0.18% 150
2018
Q4 		$1.14M Buy
+11,800
New +$1.28M 0.04% 448

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

Steve Schonfeld's BR Position: Q2 2026 in Review

Steve Schonfeld increased its Broadridge (BR) stake by 320% in Q2 2026, buying an estimated $4.47M and bringing the position to 38,862 shares worth $5.32M. The position accounts for 0.02% of the portfolio, ranked #628.

Steve Schonfeld first reported a position in BR in Q4 2018 and has held it in 16 quarters since. The position peaked at $8.73M in Q1 2025. 1,011 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Steve Schonfeld held 38,862 shares of Broadridge worth $5.32M as of Q2 2026.
  • Steve Schonfeld bought 29,613 Broadridge shares in Q2 2026, an estimated $4.47M.
  • Broadridge made up 0.02% of Steve Schonfeld's portfolio in Q2 2026, its #628 holding.
  • Steve Schonfeld first reported a position in Broadridge in Q4 2018 and has held it in 16 quarters since.
  • Steve Schonfeld's Broadridge position peaked at $8.73M in Q1 2025.
  • 1,011 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Schonfeld Strategic Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.