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StoneX Group’s Broadridge BR Stock Holding History

StoneX Group’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 		$316K Buy
+2,178
New +$329K 0.01% 795
2023
Q2 		– Sell
-1,488
Closed -$219K – 642
2023
Q1 		$219K Buy
+1,488
New +$213K 0.02% 505
2017
Q3 		– Sell
-24,994
Closed -$1.89M – 197
2017
Q2 		$1.89M Buy
+24,994
New +$1.8M 0.59% 39
2017
Q1 		– Sell
-10,519
Closed -$697K – 63
2016
Q4 		$697K Buy
10,519
+137
+1% +$8.91K 1.22% 31
2016
Q3 		$704K Buy
+10,382
New +$709K 1.57% 23

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

StoneX Group's BR Position: Q2 2026 in Review

StoneX Group opened a new position in Broadridge (BR) in Q2 2026: 2,178 shares worth $316K. The stake represents 0.01% of the portfolio and ranks #795 among its holdings. This is a return to the name: StoneX Group previously reported a position in BR as recently as Q1 2023.

StoneX Group first reported a position in BR in Q3 2016 and has held it in 5 quarters since. The position peaked at $1.89M in Q2 2017. 1,017 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • StoneX Group held 2,178 shares of Broadridge worth $316K as of Q2 2026.
  • Broadridge was a new StoneX Group position in Q2 2026.
  • Broadridge made up 0.01% of StoneX Group's portfolio in Q2 2026, its #795 holding.
  • StoneX Group first reported a position in Broadridge in Q3 2016 and has held it in 5 quarters since.
  • StoneX Group's Broadridge position peaked at $1.89M in Q2 2017.
  • 1,017 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on StoneX Group's 13F filing for Q2 2026, filed 12 Aug 2026.