Twin Capital Management’s Broadridge BR Stock Holding History

Twin 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	$569K	Buy	4,152 +6	+0.1%	+$906	0.06%	240
2026 Q1	$674K	Buy	+4,146	New	+$788K	0.09%	218
2019 Q1	–	Sell	-9,020	Closed	-$868K	–	269
2018 Q4	$868K	Sell	9,020 -100	-1%	-$10.8K	0.05%	241
2018 Q3	$1.2M	Buy	+9,120	New	+$1.16M	0.06%	259
2016 Q3	–	Sell	-26,628	Closed	-$1.74M	–	337
2016 Q2	$1.74M	Buy	+26,628	New	+$1.65M	0.13%	196

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 $3.37T AUM 44.26% 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

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

Twin Capital Management increased its Broadridge (BR) stake by 0.14% in Q2 2026, buying an estimated $906 and bringing the position to 4,152 shares worth $569K. The position accounts for 0.06% of the portfolio, ranked #240.

Twin Capital Management first reported a position in BR in Q2 2016 and has held it in 5 quarters since. The position peaked at $1.74M in Q2 2016. 1,017 funds tracked by Wall St. Rank hold BR as of Q2 2026.

Twin Capital Management held 4,152 shares of Broadridge worth $569K as of Q2 2026.
Twin Capital Management bought 6 Broadridge shares in Q2 2026, an estimated $906.
Broadridge made up 0.06% of Twin Capital Management's portfolio in Q2 2026, its #240 holding.
Twin Capital Management first reported a position in Broadridge in Q2 2016 and has held it in 5 quarters since.
Twin Capital Management's Broadridge position peaked at $1.74M in Q2 2016.
1,017 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Twin Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.