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Syon Capital’s Broadridge BR Stock Holding History

Syon 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
Q1 		$285K Sell
1,756
-755
-30% -$143K 0.01% 757
2025
Q4 		$560K Sell
2,511
-55
-2% -$12.5K 0.03% 519
2025
Q3 		$611K Buy
2,566
+1,401
+120% +$349K 0.03% 415
2025
Q2 		$283K Buy
1,165
+172
+17% +$40.9K 0.02% 569
2025
Q1 		$241K Buy
+993
New +$234K 0.02% 489

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

Syon Capital's BR Position: Q1 2026 in Review

Syon Capital reduced its Broadridge (BR) stake by 30% in Q1 2026, selling an estimated $143K and leaving 1,756 shares worth $285K. The position accounts for 0.01% of the portfolio, ranked #757.

Syon Capital first reported a position in BR in Q1 2025 and has held it in 5 quarters since. The position peaked at $611K in Q3 2025. 1,054 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • Syon Capital held 1,756 shares of Broadridge worth $285K as of Q1 2026.
  • Syon Capital sold 755 Broadridge shares in Q1 2026, an estimated $143K.
  • Broadridge made up 0.01% of Syon Capital's portfolio in Q1 2026, its #757 holding.
  • Syon Capital first reported a position in Broadridge in Q1 2025 and has held it in 5 quarters since.
  • Syon Capital's Broadridge position peaked at $611K in Q3 2025.
  • 1,054 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Syon Capital's 13F filing for Q1 2026, filed 13 May 2026.