TCM
BR icon

Triumph Capital Management’s Broadridge BR Stock Holding History

Triumph Capital Management’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 		$959 Sell
7
-44
-86% -$6.64K ﹤0.01% 1672
2026
Q1 		$8.3K Buy
51
+41
+410% +$7.79K ﹤0.01% 1159
2025
Q4 		$2.23K Buy
+10
New +$2.28K ﹤0.01% 1449

Other funds holding BR

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $965M AUM 10.64% 1-Year Est. Return
MCM
McRae Capital Management Morristown, New Jersey $508M AUM 14.21% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Triumph Capital Management's BR Position: Q2 2026 in Review

Triumph Capital Management reduced its Broadridge (BR) stake by 86% in Q2 2026, selling an estimated $6.64K and leaving 7 shares worth $959. The position accounts for ﹤0.01% of the portfolio, ranked #1672.

Triumph Capital Management first reported a position in BR in Q4 2025 and has held it in 3 quarters since. The position peaked at $8.3K in Q1 2026. 177 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Triumph Capital Management held 7 shares of Broadridge worth $959 as of Q2 2026.
  • Triumph Capital Management sold 44 Broadridge shares in Q2 2026, an estimated $6.64K.
  • Broadridge made up ﹤0.01% of Triumph Capital Management's portfolio in Q2 2026, its #1672 holding.
  • Triumph Capital Management first reported a position in Broadridge in Q4 2025 and has held it in 3 quarters since.
  • Triumph Capital Management's Broadridge position peaked at $8.3K in Q1 2026.
  • 177 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.