TA
BR icon

Tectonic Advisors’s Broadridge BR Stock Holding History

Tectonic 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
Q1 		– Sell
-2,100
Closed -$469K – 273
2025
Q4 		$469K Buy
2,100
+88
+4% +$20.1K 0.02% 265
2025
Q3 		$479K Buy
2,012
+40
+2% +$9.96K 0.03% 269
2025
Q2 		$479K Buy
1,972
+62
+3% +$14.7K 0.03% 265
2025
Q1 		$463K Sell
1,910
-29
-1% -$6.83K 0.03% 255
2024
Q4 		$438K Buy
1,939
+98
+5% +$22K 0.03% 260
2024
Q3 		$396K Buy
1,841
+70
+4% +$14.6K 0.03% 266
2024
Q2 		$349K Buy
1,771
+148
+9% +$29.4K 0.03% 275
2024
Q1 		$332K Buy
1,623
+132
+9% +$26.6K 0.03% 265
2023
Q4 		$307K Sell
1,491
-243
-14% -$44.8K 0.03% 261
2023
Q3 		$310K Buy
+1,734
New +$307K 0.03% 233

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

Tectonic Advisors's BR Position: Q1 2026 in Review

Tectonic Advisors sold out of Broadridge (BR) in Q1 2026, closing a stake of 2,100 shares — an estimated $469K sold.

Tectonic Advisors first reported a position in BR in Q3 2023 and held it in 10 quarters. The position peaked at $479K in Q3 2025. 1,054 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • Tectonic Advisors reported no remaining Broadridge position as of Q1 2026 after selling out during the quarter.
  • Tectonic Advisors sold 2,100 Broadridge shares in Q1 2026, an estimated $469K.
  • Tectonic Advisors first reported a position in Broadridge in Q3 2023 and held it in 10 quarters.
  • Tectonic Advisors's Broadridge position peaked at $479K in Q3 2025.
  • 1,054 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Tectonic Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.