Storgate’s Broadridge BR Stock Holding History

Storgate’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	$433K	Buy	+3,165	New	+$478K	0.09%	221
2026 Q1	–	Sell	-1,132	Closed	-$253K	–	173
2025 Q4	$253K	Buy	+1,132	New	+$258K	0.21%	135

Other funds holding BR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Storgate's BR Position: Q2 2026 in Review

Storgate opened a new position in Broadridge (BR) in Q2 2026: 3,165 shares worth $433K. The stake represents 0.09% of the portfolio and ranks #221 among its holdings. This is a return to the name: Storgate previously reported a position in BR as recently as Q4 2025.

Storgate first reported a position in BR in Q4 2025 and has held it in 2 quarters since. 1,021 funds tracked by Wall St. Rank hold BR as of Q2 2026.

Storgate held 3,165 shares of Broadridge worth $433K as of Q2 2026.
Broadridge was a new Storgate position in Q2 2026.
Broadridge made up 0.09% of Storgate's portfolio in Q2 2026, its #221 holding.
Storgate first reported a position in Broadridge in Q4 2025 and has held it in 2 quarters since.
1,021 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

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