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V-Square Quantitative Management’s Broadridge BR Stock Holding History

V-Square Quantitative 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 		$732K Buy
5,345
+857
+19% +$129K 0.07% 246
2026
Q1 		$729K Buy
4,488
+1,171
+35% +$222K 0.08% 222
2025
Q4 		$740K Buy
+3,317
New +$756K 0.08% 218
2025
Q3 		– Sell
-2,967
Closed -$721K – 209
2025
Q2 		$721K Buy
2,967
+233
+9% +$55.4K 0.1% 218
2025
Q1 		$663K Buy
2,734
+179
+7% +$42.1K 0.1% 233
2024
Q4 		$578K Sell
2,555
-168
-6% -$37.6K 0.08% 267
2024
Q3 		$586K Buy
2,723
+110
+4% +$23K 0.09% 261
2024
Q2 		$515K Buy
2,613
+294
+13% +$58.3K 0.08% 242
2024
Q1 		$475K Hold
2,319
– – 0.07% 281
2023
Q4 		$477K Buy
2,319
+521
+29% +$96.1K 0.08% 224
2023
Q3 		$322K Buy
1,798
+1,084
+152% +$192K 0.14% 183
2023
Q2 		$118K Buy
+714
New +$108K 0.09% 202

Other funds holding BR

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

V-Square Quantitative Management's BR Position: Q2 2026 in Review

V-Square Quantitative Management increased its Broadridge (BR) stake by 19% in Q2 2026, buying an estimated $129K and bringing the position to 5,345 shares worth $732K. The position accounts for 0.07% of the portfolio, ranked #246.

V-Square Quantitative Management first reported a position in BR in Q2 2023 and has held it in 12 quarters since. The position peaked at $740K in Q4 2025. 349 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • V-Square Quantitative Management held 5,345 shares of Broadridge worth $732K as of Q2 2026.
  • V-Square Quantitative Management bought 857 Broadridge shares in Q2 2026, an estimated $129K.
  • Broadridge made up 0.07% of V-Square Quantitative Management's portfolio in Q2 2026, its #246 holding.
  • V-Square Quantitative Management first reported a position in Broadridge in Q2 2023 and has held it in 12 quarters since.
  • V-Square Quantitative Management's Broadridge position peaked at $740K in Q4 2025.
  • 349 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on V-Square Quantitative Management's 13F filing for Q2 2026, filed 27 Jul 2026.