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Tandem Investment Advisors’s Broadridge BR Stock Holding History

Tandem Investment Advisors’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 		$19.2M Sell
139,968
-45,253
-24% -$6.83M 1.28% 31
2026
Q1 		$30.1M Buy
185,221
+33,642
+22% +$6.39M 1.48% 29
2025
Q4 		$33.8M Buy
+151,579
New +$34.6M 1.26% 29

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

Tandem Investment Advisors's BR Position: Q2 2026 in Review

Tandem Investment Advisors reduced its Broadridge (BR) stake by 24% in Q2 2026, selling an estimated $6.83M and leaving 139,968 shares worth $19.2M. The position accounts for 1.28% of the portfolio, ranked #31.

Tandem Investment Advisors first reported a position in BR in Q4 2025 and has held it in 3 quarters since. The position peaked at $33.8M in Q4 2025. 1,019 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Tandem Investment Advisors held 139,968 shares of Broadridge worth $19.2M as of Q2 2026.
  • Tandem Investment Advisors sold 45,253 Broadridge shares in Q2 2026, an estimated $6.83M.
  • Broadridge made up 1.28% of Tandem Investment Advisors's portfolio in Q2 2026, its #31 holding.
  • Tandem Investment Advisors first reported a position in Broadridge in Q4 2025 and has held it in 3 quarters since.
  • Tandem Investment Advisors's Broadridge position peaked at $33.8M in Q4 2025.
  • 1,019 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Tandem Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.