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Stoneridge Investment Partners’s Broadridge BR Stock Holding History

Stoneridge Investment 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 		$910K Buy
+5,909
New +$892K 0.6% 43
2019
Q2 		– Sell
-21,755
Closed -$2.26M – 121
2019
Q1 		$2.26M Buy
+21,755
New +$2.18M 0.66% 61
2015
Q1 		– Sell
-27,100
Closed -$1.25M – 270
2014
Q4 		$1.25M Buy
27,100
+4,600
+20% +$201K 0.16% 155
2014
Q3 		$937K Sell
22,500
-28
-0.1% -$1.16K 0.14% 160
2014
Q2 		$938K Buy
+22,528
New +$882K 0.14% 160

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 $3.38T AUM 44.17% 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
Jupiter Topco
Jupiter Topco New York $245B AUM

Stoneridge Investment Partners's BR Position: Q2 2026 in Review

Stoneridge Investment Partners opened a new position in Broadridge (BR) in Q2 2026: 5,909 shares worth $910K. The stake represents 0.6% of the portfolio and ranks #43 among its holdings. This is a return to the name: Stoneridge Investment Partners previously reported a position in BR as recently as Q1 2019.

Stoneridge Investment Partners first reported a position in BR in Q2 2014 and has held it in 5 quarters since. The position peaked at $2.26M in Q1 2019. 1,021 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Stoneridge Investment Partners held 5,909 shares of Broadridge worth $910K as of Q2 2026.
  • Broadridge was a new Stoneridge Investment Partners position in Q2 2026.
  • Broadridge made up 0.6% of Stoneridge Investment Partners's portfolio in Q2 2026, its #43 holding.
  • Stoneridge Investment Partners first reported a position in Broadridge in Q2 2014 and has held it in 5 quarters since.
  • Stoneridge Investment Partners's Broadridge position peaked at $2.26M in Q1 2019.
  • 1,021 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Stoneridge Investment Partners's 13F filing for Q2 2026, filed 6 Aug 2026.