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Truvestments Capital’s Broadridge BR Stock Holding History

Truvestments Capital’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 		$34.7K Hold
214
– – 0.01% 553
2025
Q4 		$47.7K Hold
214
– – 0.01% 457
2025
Q3 		$50.9K Hold
214
– – 0.01% 436
2025
Q2 		$51.9K Buy
214
+1
+0.5% +$238 0.01% 390
2025
Q1 		$51.6K Buy
213
+1
+0.5% +$235 0.01% 398
2024
Q4 		$47.9K Buy
212
+1
+0.5% +$224 0.01% 377
2024
Q3 		$45.4K Buy
+211
New +$44.1K 0.01% 369
2024
Q2 		– Sell
-210
Closed -$42.9K – 289
2024
Q1 		$42.9K Buy
210
+1
+0.5% +$202 0.02% 367
2023
Q4 		$42.9K Buy
209
+1
+0.5% +$184 0.02% 339
2023
Q3 		$37.2K Buy
+208
New +$36.8K 0.02% 315
2018
Q3 		$106K Buy
+800
New +$102K 0.05% 247

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

Truvestments Capital's BR Position: Q1 2026 in Review

Truvestments Capital held its Broadridge (BR) position steady in Q1 2026 at 214 shares worth $34.7K. The position accounts for 0.01% of the portfolio, ranked #553.

Truvestments Capital first reported a position in BR in Q3 2018 and has held it in 11 quarters since. The position peaked at $106K in Q3 2018. 1,054 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • Truvestments Capital held 214 shares of Broadridge worth $34.7K as of Q1 2026.
  • Truvestments Capital left its Broadridge share count unchanged in Q1 2026.
  • Broadridge made up 0.01% of Truvestments Capital's portfolio in Q1 2026, its #553 holding.
  • Truvestments Capital first reported a position in Broadridge in Q3 2018 and has held it in 11 quarters since.
  • Truvestments Capital's Broadridge position peaked at $106K in Q3 2018.
  • 1,054 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Truvestments Capital's 13F filing for Q1 2026, filed 13 May 2026.