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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
Q2 		$2.26M Sell
16,530
-1,907
-10% -$288K 0.28% 33
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 $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

Suncoast Equity Management's BR Position: Q2 2026 in Review

Suncoast Equity Management reduced its Broadridge (BR) stake by 10% in Q2 2026, selling an estimated $288K and leaving 16,530 shares worth $2.26M. The position accounts for 0.28% of the portfolio, ranked #33.

Suncoast Equity Management first reported a position in BR in Q4 2020 and has held it in 23 quarters since. The position peaked at $6.83M in Q2 2025. 1,017 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Suncoast Equity Management held 16,530 shares of Broadridge worth $2.26M as of Q2 2026.
  • Suncoast Equity Management sold 1,907 Broadridge shares in Q2 2026, an estimated $288K.
  • Broadridge made up 0.28% of Suncoast Equity Management's portfolio in Q2 2026, its #33 holding.
  • Suncoast Equity Management first reported a position in Broadridge in Q4 2020 and has held it in 23 quarters since.
  • Suncoast Equity Management's Broadridge position peaked at $6.83M in Q2 2025.
  • 1,017 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Suncoast Equity Management's 13F filing for Q2 2026, filed 4 Aug 2026.