TCW Group’s Broadridge BR Stock Holding History

TCW Group’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	$315K	Buy	1,938 +95	+5%	+$18K	﹤0.01%	557
2025 Q4	$411K	Buy	+1,843	New	+$420K	﹤0.01%	508

Other funds holding BR

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TCW Group's BR Position: Q1 2026 in Review

TCW Group increased its Broadridge (BR) stake by 5.2% in Q1 2026, buying an estimated $18K and bringing the position to 1,938 shares worth $315K. The position accounts for ﹤0.01% of the portfolio, ranked #557.

TCW Group first reported a position in BR in Q4 2025 and has held it in 2 quarters since. The position peaked at $411K in Q4 2025. 1,054 funds tracked by Wall St. Rank hold BR as of Q1 2026.

TCW Group held 1,938 shares of Broadridge worth $315K as of Q1 2026.
TCW Group bought 95 Broadridge shares in Q1 2026, an estimated $18K.
Broadridge made up ﹤0.01% of TCW Group's portfolio in Q1 2026, its #557 holding.
TCW Group first reported a position in Broadridge in Q4 2025 and has held it in 2 quarters since.
TCW Group's Broadridge position peaked at $411K in Q4 2025.
1,054 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on TCW Group's 13F filing for Q1 2026, filed 14 May 2026.