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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
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
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

Twin Capital Management's BR Position: Q1 2026 in Review

Twin Capital Management opened a new position in Broadridge (BR) in Q1 2026: 4,146 shares worth $674K. The stake represents 0.09% of the portfolio and ranks #218 among its holdings. This is a return to the name: Twin Capital Management previously reported a position in BR as recently as Q4 2018.

Twin Capital Management first reported a position in BR in Q2 2016 and has held it in 4 quarters since. The position peaked at $1.74M in Q2 2016. 1,056 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • Twin Capital Management held 4,146 shares of Broadridge worth $674K as of Q1 2026.
  • Broadridge was a new Twin Capital Management position in Q1 2026.
  • Broadridge made up 0.09% of Twin Capital Management's portfolio in Q1 2026, its #218 holding.
  • Twin Capital Management first reported a position in Broadridge in Q2 2016 and has held it in 4 quarters since.
  • Twin Capital Management's Broadridge position peaked at $1.74M in Q2 2016.
  • 1,056 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Twin Capital Management's 13F filing for Q1 2026, filed 5 May 2026.