TwinBeech Capital’s Broadridge BR Stock Holding History

TwinBeech 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	$851K	Sell	6,211 -55,472	-90%	-$8.38M	0.15%	168
2026 Q1	$10M	Buy	+61,683	New	+$11.7M	1.04%	3
2025 Q4	–	Sell	-53,346	Closed	-$12.7M	–	615
2025 Q3	$12.7M	Buy	+53,346	New	+$13.3M	0.5%	65
2025 Q2	–	Sell	-4,940	Closed	-$1.2M	–	664
2025 Q1	$1.2M	Buy	+4,940	New	+$1.16M	0.02%	461
2024 Q4	–	Sell	-16,995	Closed	-$3.65M	–	634
2024 Q3	$3.65M	Buy	+16,995	New	+$3.55M	0.07%	309
2024 Q2	–	Sell	-1,106	Closed	-$227K	–	548
2024 Q1	$227K	Buy	+1,106	New	+$223K	﹤0.01%	497
2023 Q1	–	Sell	-101,429	Closed	-$13.6M	–	629
2022 Q4	$13.6M	Buy	101,429 +87,971	+654%	+$12.5M	0.26%	108
2022 Q3	$1.94M	Buy	+13,458	New	+$2.18M	0.05%	342
2020 Q2	–	Sell	-13,753	Closed	-$1.3M	–	366
2020 Q1	$1.3M	Buy	+13,753	New	+$1.57M	0.52%	70

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

TwinBeech Capital's BR Position: Q2 2026 in Review

TwinBeech Capital reduced its Broadridge (BR) stake by 90% in Q2 2026, selling an estimated $8.38M and leaving 6,211 shares worth $851K. The position accounts for 0.15% of the portfolio, ranked #168.

TwinBeech Capital first reported a position in BR in Q1 2020 and has held it in 9 quarters since. The position peaked at $13.6M in Q4 2022. 1,015 funds tracked by Wall St. Rank hold BR as of Q2 2026.

TwinBeech Capital held 6,211 shares of Broadridge worth $851K as of Q2 2026.
TwinBeech Capital sold 55,472 Broadridge shares in Q2 2026, an estimated $8.38M.
Broadridge made up 0.15% of TwinBeech Capital's portfolio in Q2 2026, its #168 holding.
TwinBeech Capital first reported a position in Broadridge in Q1 2020 and has held it in 9 quarters since.
TwinBeech Capital's Broadridge position peaked at $13.6M in Q4 2022.
1,015 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on TwinBeech Capital's 13F filing for Q2 2026, filed 14 Aug 2026.