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TOBAM’s Broadridge BR Stock Holding History

TOBAM’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 		$378K Buy
+2,759
New +$417K 0.09% 165
2025
Q2 		– Sell
-2,063
Closed -$500K – 257
2025
Q1 		$500K Buy
2,063
+121
+6% +$28.5K 0.21% 90
2024
Q4 		$439K Buy
1,942
+357
+23% +$80K 0.13% 108
2024
Q3 		$341K Sell
1,585
-65
-4% -$13.6K 0.06% 149
2024
Q2 		$325K Sell
1,650
-416
-20% -$82.5K 0.05% 141
2024
Q1 		$423K Buy
2,066
+1,488
+257% +$300K 0.04% 155
2023
Q4 		$119K Sell
578
-569
-50% -$105K 0.01% 282
2023
Q3 		$205K Buy
1,147
+386
+51% +$68.4K 0.02% 219
2023
Q2 		$126K Sell
761
-521
-41% -$78.8K 0.01% 284
2023
Q1 		$188K Buy
1,282
+357
+39% +$51.1K 0.01% 226
2022
Q4 		$124K Buy
925
+354
+62% +$50.3K 0.01% 255
2022
Q3 		$82K Sell
571
-287
-33% -$46.6K 0.01% 305
2022
Q2 		$122K Buy
858
+7
+0.8% +$1.02K 0.01% 287
2022
Q1 		$133K Buy
851
+343
+68% +$52.6K 0.01% 278
2021
Q4 		$93K Buy
508
+38
+8% +$6.68K ﹤0.01% 279
2021
Q3 		$78K Buy
470
+85
+22% +$14.5K ﹤0.01% 298
2021
Q2 		$62K Hold
385
– – ﹤0.01% 317
2021
Q1 		$59K Hold
385
– – ﹤0.01% 311
2020
Q4 		$59K Hold
385
– – ﹤0.01% 299
2020
Q3 		$51K Buy
+385
New +$51.5K ﹤0.01% 289

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

TOBAM's BR Position: Q2 2026 in Review

TOBAM opened a new position in Broadridge (BR) in Q2 2026: 2,759 shares worth $378K. The stake represents 0.09% of the portfolio and ranks #165 among its holdings. This is a return to the name: TOBAM previously reported a position in BR as recently as Q1 2025.

TOBAM first reported a position in BR in Q3 2020 and has held it in 20 quarters since. The position peaked at $500K in Q1 2025. 1,016 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • TOBAM held 2,759 shares of Broadridge worth $378K as of Q2 2026.
  • Broadridge was a new TOBAM position in Q2 2026.
  • Broadridge made up 0.09% of TOBAM's portfolio in Q2 2026, its #165 holding.
  • TOBAM first reported a position in Broadridge in Q3 2020 and has held it in 20 quarters since.
  • TOBAM's Broadridge position peaked at $500K in Q1 2025.
  • 1,016 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on TOBAM's 13F filing for Q2 2026, filed 31 Jul 2026.