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Tidal Investments’s Broadridge BR Stock Holding History

Tidal Investments’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 		$14.3M Buy
104,615
+51,975
+99% +$7.85M 0.02% 558
2026
Q1 		$8.55M Buy
+52,640
New +$10M 0.02% 612
2025
Q4 		– Sell
-83,524
Closed -$19.9M – 2154
2025
Q3 		$19.9M Buy
83,524
+72,079
+630% +$18M 0.04% 310
2025
Q2 		$2.78M Buy
11,445
+916
+9% +$218K 0.02% 607
2025
Q1 		$2.55M Sell
10,529
-3,323
-24% -$782K 0.02% 591
2024
Q4 		$3.13M Sell
13,852
-1,448
-9% -$324K 0.02% 522
2024
Q3 		$3.29M Buy
15,300
+4,654
+44% +$973K 0.03% 430
2024
Q2 		$2.1M Sell
10,646
-7,061
-40% -$1.4M 0.03% 536
2024
Q1 		$3.63M Buy
17,707
+8,837
+100% +$1.78M 0.06% 330
2023
Q4 		$1.83M Sell
8,870
-5,753
-39% -$1.06M 0.04% 388
2023
Q3 		$2.62M Buy
14,623
+2,332
+19% +$413K 0.08% 250
2023
Q2 		$2.04M Buy
12,291
+3,515
+40% +$532K 0.06% 312
2023
Q1 		$1.29M Buy
8,776
+396
+5% +$56.7K 0.04% 405
2022
Q4 		$1.12M Buy
8,380
+5,994
+251% +$852K 0.04% 408
2022
Q3 		$344K Sell
2,386
-447
-16% -$72.5K 0.01% 685
2022
Q2 		$404K Sell
2,833
-1,705
-38% -$247K 0.01% 672
2022
Q1 		$707K Sell
4,538
-717
-14% -$110K 0.02% 541
2021
Q4 		$961K Buy
5,255
+1,507
+40% +$265K 0.03% 419
2021
Q3 		$625K Buy
3,748
+1,687
+82% +$287K 0.02% 452
2021
Q2 		$333K Buy
2,061
+494
+32% +$79K 0.01% 538
2021
Q1 		$240K Buy
+1,567
New +$231K 0.01% 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

Tidal Investments's BR Position: Q2 2026 in Review

Tidal Investments increased its Broadridge (BR) stake by 99% in Q2 2026, buying an estimated $7.85M and bringing the position to 104,615 shares worth $14.3M. The position accounts for 0.02% of the portfolio, ranked #558.

Tidal Investments first reported a position in BR in Q1 2021 and has held it in 21 quarters since. The position peaked at $19.9M in Q3 2025. 1,019 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Tidal Investments held 104,615 shares of Broadridge worth $14.3M as of Q2 2026.
  • Tidal Investments bought 51,975 Broadridge shares in Q2 2026, an estimated $7.85M.
  • Broadridge made up 0.02% of Tidal Investments's portfolio in Q2 2026, its #558 holding.
  • Tidal Investments first reported a position in Broadridge in Q1 2021 and has held it in 21 quarters since.
  • Tidal Investments's Broadridge position peaked at $19.9M in Q3 2025.
  • 1,019 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Tidal Investments's 13F filing for Q2 2026, filed 13 Aug 2026.