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Vident Advisory’s Broadridge BR Stock Holding History

Vident Advisory’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 		$908K Buy
5,591
+859
+18% +$163K 0.01% 922
2025
Q4 		$1.06M Sell
4,732
-727
-13% -$166K 0.01% 781
2025
Q3 		$1.3M Buy
5,459
+279
+5% +$69.5K 0.01% 721
2025
Q2 		$1.26M Buy
5,180
+146
+3% +$34.7K 0.01% 653
2025
Q1 		$1.22M Buy
5,034
+1,835
+57% +$432K 0.02% 651
2024
Q4 		$723K Buy
3,199
+287
+10% +$64.3K 0.01% 789
2024
Q3 		$626K Buy
2,912
+576
+25% +$120K 0.02% 822
2024
Q2 		$460K Buy
2,336
+502
+27% +$99.6K 0.01% 932
2024
Q1 		$376K Buy
1,834
+290
+19% +$58.5K 0.01% 934
2023
Q4 		$318K Buy
1,544
+154
+11% +$28.4K 0.01% 972
2023
Q3 		$249K Buy
+1,390
New +$246K 0.01% 1013

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

Vident Advisory's BR Position: Q1 2026 in Review

Vident Advisory increased its Broadridge (BR) stake by 18% in Q1 2026, buying an estimated $163K and bringing the position to 5,591 shares worth $908K. The position accounts for 0.01% of the portfolio, ranked #922.

Vident Advisory first reported a position in BR in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.3M in Q3 2025. 1,054 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • Vident Advisory held 5,591 shares of Broadridge worth $908K as of Q1 2026.
  • Vident Advisory bought 859 Broadridge shares in Q1 2026, an estimated $163K.
  • Broadridge made up 0.01% of Vident Advisory's portfolio in Q1 2026, its #922 holding.
  • Vident Advisory first reported a position in Broadridge in Q3 2023 and has held it in 11 quarters since.
  • Vident Advisory's Broadridge position peaked at $1.3M in Q3 2025.
  • 1,054 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Vident Advisory's 13F filing for Q1 2026, filed 15 May 2026.