SummitTX Capital’s Broadridge BR Stock Holding History

SummitTX Capital’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	$491K	Sell	3,582 -4,571	-56%	-$690K	0.01%	593
2026 Q1	$1.32M	Buy	+8,153	New	+$1.55M	0.04%	385

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 $3.37T AUM 44.26% 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

SummitTX Capital's BR Position: Q2 2026 in Review

SummitTX Capital reduced its Broadridge (BR) stake by 56% in Q2 2026, selling an estimated $690K and leaving 3,582 shares worth $491K. The position accounts for 0.01% of the portfolio, ranked #593.

SummitTX Capital first reported a position in BR in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.32M in Q1 2026. 1,013 funds tracked by Wall St. Rank hold BR as of Q2 2026.

SummitTX Capital held 3,582 shares of Broadridge worth $491K as of Q2 2026.
SummitTX Capital sold 4,571 Broadridge shares in Q2 2026, an estimated $690K.
Broadridge made up 0.01% of SummitTX Capital's portfolio in Q2 2026, its #593 holding.
SummitTX Capital first reported a position in Broadridge in Q1 2026 and has held it in 2 quarters since.
SummitTX Capital's Broadridge position peaked at $1.32M in Q1 2026.
1,013 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on SummitTX Capital's 13F filing for Q2 2026, filed 14 Aug 2026.