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Utah Retirement Systems’s Broadridge BR Stock Holding History

Utah Retirement Systems’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 		$3.07M Sell
18,917
-334
-2% -$63.5K 0.03% 444
2025
Q4 		$4.3M Hold
19,251
– – 0.04% 366
2025
Q3 		$4.59M Hold
19,251
– – 0.04% 347
2025
Q2 		$4.68M Sell
19,251
-140
-0.7% -$33.3K 0.05% 338
2025
Q1 		$4.7M Hold
19,391
– – 0.05% 326
2024
Q4 		$4.38M Hold
19,391
– – 0.05% 346
2024
Q3 		$4.17M Buy
19,391
+100
+0.5% +$20.9K 0.05% 359
2024
Q2 		$3.8M Sell
19,291
-1,000
-5% -$198K 0.05% 361
2024
Q1 		$4.16M Hold
20,291
– – 0.05% 353
2023
Q4 		$4.17M Buy
20,291
+100
+0.5% +$18.4K 0.05% 339
2023
Q3 		$3.62M Buy
20,191
+100
+0.5% +$17.7K 0.05% 356
2023
Q2 		$3.33M Sell
20,091
-600
-3% -$90.8K 0.05% 382
2023
Q1 		$3.03M Hold
20,691
– – 0.04% 403
2022
Q4 		$2.78M Sell
20,691
-200
-1% -$28.4K 0.04% 399
2022
Q3 		$3.02M Buy
20,891
+100
+0.5% +$16.2K 0.05% 362
2022
Q2 		$2.96M Buy
20,791
+200
+1% +$29K 0.05% 378
2022
Q1 		$3.21M Sell
20,591
-400
-2% -$61.4K 0.04% 409
2021
Q4 		$3.84M Buy
20,991
+100
+0.5% +$17.6K 0.05% 378
2021
Q3 		$3.48M Sell
20,891
-1,100
-5% -$187K 0.05% 400
2021
Q2 		$3.55M Buy
21,991
+100
+0.5% +$16K 0.05% 407
2021
Q1 		$3.35M Sell
21,891
-1,000
-4% -$148K 0.05% 389
2020
Q4 		$3.51M Buy
22,891
+1,000
+5% +$145K 0.05% 358
2020
Q3 		$2.89M Buy
21,891
+100
+0.5% +$13.4K 0.05% 365
2020
Q2 		$2.75M Buy
21,791
+100
+0.5% +$11.6K 0.05% 348
2020
Q1 		$2.06M Hold
21,691
– – 0.04% 376
2019
Q4 		$2.68M Buy
21,691
+100
+0.5% +$12.2K 0.05% 384
2019
Q3 		$2.69M Sell
21,591
-300
-1% -$38.6K 0.05% 361
2019
Q2 		$2.79M Buy
21,891
+32
+0.1% +$3.85K 0.05% 358
2019
Q1 		$2.27M Buy
21,859
+245
+1% +$24.6K 0.04% 407
2018
Q4 		$2.08M Buy
21,614
+100
+0.5% +$10.8K 0.05% 389
2018
Q3 		$2.84M Sell
21,514
-200
-0.9% -$25.4K 0.06% 350
2018
Q2 		$2.5M Sell
21,714
-100
-0.5% -$11.3K 0.05% 377
2018
Q1 		$2.39M Buy
21,814
+100
+0.5% +$9.93K 0.05% 381
2017
Q4 		$1.97M Buy
21,714
+200
+0.9% +$17.4K 0.04% 448
2017
Q3 		$1.74M Hold
21,514
– – 0.04% 462
2017
Q2 		$1.63M Hold
21,514
– – 0.04% 474
2017
Q1 		$1.46M Hold
21,514
– – 0.04% 512
2016
Q4 		$1.43M Hold
21,514
– – 0.04% 510
2016
Q3 		$1.46M Hold
21,514
– – 0.04% 476
2016
Q2 		$1.4M Hold
21,514
– – 0.04% 484
2016
Q1 		$1.28M Buy
21,514
+100
+0.5% +$5.45K 0.03% 525
2015
Q4 		$1.15M Hold
21,414
– – 0.03% 562
2015
Q3 		$1.19M Buy
21,414
+100
+0.5% +$5.37K 0.03% 547
2015
Q2 		$1.07M Sell
21,314
-200
-0.9% -$10.7K 0.03% 614
2015
Q1 		$1.18M Buy
21,514
+700
+3% +$35.6K 0.03% 579
2014
Q4 		$961K Hold
20,814
– – 0.03% 624
2014
Q3 		$867K Hold
20,814
– – 0.02% 657
2014
Q2 		$867K Sell
20,814
-900
-4% -$35.2K 0.02% 675
2014
Q1 		$807K Buy
21,714
+200
+0.9% +$7.5K 0.02% 695
2013
Q4 		$850K Hold
21,514
– – 0.03% 649
2013
Q3 		$683K Sell
21,514
-200
-0.9% -$5.94K 0.02% 730
2013
Q2 		$577K Buy
+21,714
New +$559K 0.02% 781

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

Utah Retirement Systems's BR Position: Q1 2026 in Review

Utah Retirement Systems reduced its Broadridge (BR) stake by 1.7% in Q1 2026, selling an estimated $63.5K and leaving 18,917 shares worth $3.07M. The position accounts for 0.03% of the portfolio, ranked #444.

Utah Retirement Systems first reported a position in BR in Q2 2013 and has held it in 52 quarters since. The position peaked at $4.7M in Q1 2025. 1,054 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • Utah Retirement Systems held 18,917 shares of Broadridge worth $3.07M as of Q1 2026.
  • Utah Retirement Systems sold 334 Broadridge shares in Q1 2026, an estimated $63.5K.
  • Broadridge made up 0.03% of Utah Retirement Systems's portfolio in Q1 2026, its #444 holding.
  • Utah Retirement Systems first reported a position in Broadridge in Q2 2013 and has held it in 52 quarters since.
  • Utah Retirement Systems's Broadridge position peaked at $4.7M in Q1 2025.
  • 1,054 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Utah Retirement Systems's 13F filing for Q1 2026, filed 15 May 2026.