VAM
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Verity Asset Management’s Broadridge BR Stock Holding History

Verity Asset 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 		$313K Buy
1,928
+450
+30% +$85.5K 0.13% 177
2025
Q4 		$330K Buy
+1,478
New +$337K 0.14% 174

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

Verity Asset Management's BR Position: Q1 2026 in Review

Verity Asset Management increased its Broadridge (BR) stake by 30% in Q1 2026, buying an estimated $85.5K and bringing the position to 1,928 shares worth $313K. The position accounts for 0.13% of the portfolio, ranked #177.

Verity Asset Management first reported a position in BR in Q4 2025 and has held it in 2 quarters since. The position peaked at $330K in Q4 2025. 1,057 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • Verity Asset Management held 1,928 shares of Broadridge worth $313K as of Q1 2026.
  • Verity Asset Management bought 450 Broadridge shares in Q1 2026, an estimated $85.5K.
  • Broadridge made up 0.13% of Verity Asset Management's portfolio in Q1 2026, its #177 holding.
  • Verity Asset Management first reported a position in Broadridge in Q4 2025 and has held it in 2 quarters since.
  • Verity Asset Management's Broadridge position peaked at $330K in Q4 2025.
  • 1,057 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Verity Asset Management's 13F filing for Q1 2026, filed 21 Apr 2026.