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 Q2	$10K	Sell	73 -141	-66%	-$21.3K	﹤0.01%	796
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Truvestments Capital's BR Position: Q2 2026 in Review

Truvestments Capital reduced its Broadridge (BR) stake by 66% in Q2 2026, selling an estimated $21.3K and leaving 73 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #796.

Truvestments Capital first reported a position in BR in Q3 2018 and has held it in 12 quarters since. The position peaked at $106K in Q3 2018. 1,021 funds tracked by Wall St. Rank hold BR as of Q2 2026.

Truvestments Capital held 73 shares of Broadridge worth $10K as of Q2 2026.
Truvestments Capital sold 141 Broadridge shares in Q2 2026, an estimated $21.3K.
Broadridge made up ﹤0.01% of Truvestments Capital's portfolio in Q2 2026, its #796 holding.
Truvestments Capital first reported a position in Broadridge in Q3 2018 and has held it in 12 quarters since.
Truvestments Capital's Broadridge position peaked at $106K in Q3 2018.
1,021 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Truvestments Capital's 13F filing for Q2 2026, filed 12 Aug 2026.