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Susquehanna Fundamental Investments’s Broadridge BR Stock Holding History

Susquehanna Fundamental Investments’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 		– Sell
-6,296
Closed -$1.41M – 511
2025
Q4 		$1.41M Sell
6,296
-50,932
-89% -$11.6M 0.05% 297
2025
Q3 		$13.6M Sell
57,228
-20
-0% -$4.98K 0.53% 49
2025
Q2 		$13.9M Sell
57,248
-31,451
-35% -$7.47M 0.37% 79
2025
Q1 		$21.5M Buy
88,699
+42,066
+90% +$9.9M 0.3% 70
2024
Q4 		$10.5M Buy
+46,633
New +$10.4M 0.15% 175
2024
Q2 		$6.08M Buy
30,887
+24,157
+359% +$4.79M 0.14% 191
2024
Q1 		$1.38M Buy
+6,730
New +$1.36M 0.06% 287
2022
Q1 		– Sell
-29,718
Closed -$5.43M – 1545
2021
Q4 		$5.43M Sell
29,718
-7,700
-21% -$1.35M 0.14% 180
2021
Q3 		$6.24M Sell
37,418
-8,500
-19% -$1.45M 0.11% 239
2021
Q2 		$7.42M Sell
45,918
-27,300
-37% -$4.36M 0.14% 202
2021
Q1 		$11.2M Buy
73,218
+25,718
+54% +$3.8M 0.19% 140
2020
Q4 		$7.28M Hold
47,500
– – 0.13% 210
2020
Q3 		$6.27M Buy
47,500
+17,400
+58% +$2.33M 0.19% 137
2020
Q2 		$3.8M Buy
+30,100
New +$3.49M 0.18% 138

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

Susquehanna Fundamental Investments's BR Position: Q1 2026 in Review

Susquehanna Fundamental Investments sold out of Broadridge (BR) in Q1 2026, closing a stake of 6,296 shares — an estimated $1.41M sold.

Susquehanna Fundamental Investments first reported a position in BR in Q2 2020 and held it in 14 quarters. The position peaked at $21.5M in Q1 2025. 1,057 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • Susquehanna Fundamental Investments reported no remaining Broadridge position as of Q1 2026 after selling out during the quarter.
  • Susquehanna Fundamental Investments sold 6,296 Broadridge shares in Q1 2026, an estimated $1.41M.
  • Susquehanna Fundamental Investments first reported a position in Broadridge in Q2 2020 and held it in 14 quarters.
  • Susquehanna Fundamental Investments's Broadridge position peaked at $21.5M in Q1 2025.
  • 1,057 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Susquehanna Fundamental Investments's 13F filing for Q1 2026, filed 15 May 2026.