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Suncoast Equity Management’s Broadridge BR Stock Holding History

Suncoast Equity Management’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
Q1 		$3M Sell
18,437
-9,110
-33% -$1.73M 0.36% 35
2025
Q4 		$6.15M Sell
27,547
-634
-2% -$145K 0.62% 24
2025
Q3 		$6.71M Buy
28,181
+65
+0.2% +$16.2K 0.67% 24
2025
Q2 		$6.83M Buy
28,116
+745
+3% +$177K 0.7% 23
2025
Q1 		$6.64M Buy
27,371
+1,445
+6% +$340K 0.75% 23
2024
Q4 		$5.86M Buy
25,926
+781
+3% +$175K 0.65% 22
2024
Q3 		$5.41M Buy
25,145
+565
+2% +$118K 0.62% 23
2024
Q2 		$4.84M Buy
24,580
+1,514
+7% +$300K 0.54% 25
2024
Q1 		$4.73M Buy
23,066
+1,321
+6% +$266K 0.55% 24
2023
Q4 		$4.47M Buy
21,745
+505
+2% +$93.2K 0.59% 24
2023
Q3 		$3.8M Buy
21,240
+1,985
+10% +$352K 0.57% 23
2023
Q2 		$3.19M Buy
19,255
+1,980
+11% +$300K 0.48% 24
2023
Q1 		$2.53M Buy
17,275
+945
+6% +$135K 0.43% 23
2022
Q4 		$2.19M Buy
16,330
+1,260
+8% +$179K 0.4% 22
2022
Q3 		$2.17M Sell
15,070
-200
-1% -$32.5K 0.43% 22
2022
Q2 		$2.18M Buy
15,270
+3,245
+27% +$471K 0.38% 22
2022
Q1 		$1.87M Buy
12,025
+2,670
+29% +$410K 0.28% 23
2021
Q4 		$1.71M Buy
9,355
+315
+3% +$55.4K 0.22% 23
2021
Q3 		$1.51M Buy
9,040
+2,185
+32% +$372K 0.21% 22
2021
Q2 		$1.11M Buy
6,855
+400
+6% +$63.9K 0.14% 25
2021
Q1 		$988K Buy
6,455
+100
+2% +$14.8K 0.15% 25
2020
Q4 		$974K Buy
+6,355
New +$922K 0.15% 26

Other funds holding BR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Suncoast Equity Management's BR Position: Q1 2026 in Review

Suncoast Equity Management reduced its Broadridge (BR) stake by 33% in Q1 2026, selling an estimated $1.73M and leaving 18,437 shares worth $3M. The position accounts for 0.36% of the portfolio, ranked #35.

Suncoast Equity Management first reported a position in BR in Q4 2020 and has held it in 22 quarters since. The position peaked at $6.83M in Q2 2025. 1,056 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • Suncoast Equity Management held 18,437 shares of Broadridge worth $3M as of Q1 2026.
  • Suncoast Equity Management sold 9,110 Broadridge shares in Q1 2026, an estimated $1.73M.
  • Broadridge made up 0.36% of Suncoast Equity Management's portfolio in Q1 2026, its #35 holding.
  • Suncoast Equity Management first reported a position in Broadridge in Q4 2020 and has held it in 22 quarters since.
  • Suncoast Equity Management's Broadridge position peaked at $6.83M in Q2 2025.
  • 1,056 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Suncoast Equity Management's 13F filing for Q1 2026, filed 8 May 2026.