SC
BR icon

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
Q2 		$594K Buy
4,339
+2,583
+147% +$390K 0.03% 556
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 $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

Syon Capital's BR Position: Q2 2026 in Review

Syon Capital increased its Broadridge (BR) stake by 147% in Q2 2026, buying an estimated $390K and bringing the position to 4,339 shares worth $594K. The position accounts for 0.03% of the portfolio, ranked #556.

Syon Capital first reported a position in BR in Q1 2025 and has held it in 6 quarters since. The position peaked at $611K in Q3 2025. 1,019 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Syon Capital held 4,339 shares of Broadridge worth $594K as of Q2 2026.
  • Syon Capital bought 2,583 Broadridge shares in Q2 2026, an estimated $390K.
  • Broadridge made up 0.03% of Syon Capital's portfolio in Q2 2026, its #556 holding.
  • Syon Capital first reported a position in Broadridge in Q1 2025 and has held it in 6 quarters since.
  • Syon Capital's Broadridge position peaked at $611K in Q3 2025.
  • 1,019 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

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