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Voleon Capital Management’s Broadridge BR Stock Holding History

Voleon Capital 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 		$3.06M Buy
+18,818
New +$3.58M 0.07% 275
2025
Q4 		– Sell
-2,274
Closed -$542K – 812
2025
Q3 		$542K Sell
2,274
-9,281
-80% -$2.31M 0.01% 562
2025
Q2 		$2.81M Buy
11,555
+312
+3% +$74.1K 0.15% 146
2025
Q1 		$2.73M Buy
11,243
+8,707
+343% +$2.05M 0.21% 115
2024
Q4 		$573K Buy
+2,536
New +$568K 0.04% 241

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

Voleon Capital Management's BR Position: Q1 2026 in Review

Voleon Capital Management opened a new position in Broadridge (BR) in Q1 2026: 18,818 shares worth $3.06M. The stake represents 0.07% of the portfolio and ranks #275 among its holdings. This is a return to the name: Voleon Capital Management previously reported a position in BR as recently as Q3 2025.

Voleon Capital Management first reported a position in BR in Q4 2024 and has held it in 5 quarters since. 1,054 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • Voleon Capital Management held 18,818 shares of Broadridge worth $3.06M as of Q1 2026.
  • Broadridge was a new Voleon Capital Management position in Q1 2026.
  • Broadridge made up 0.07% of Voleon Capital Management's portfolio in Q1 2026, its #275 holding.
  • Voleon Capital Management first reported a position in Broadridge in Q4 2024 and has held it in 5 quarters since.
  • 1,054 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Voleon Capital Management's 13F filing for Q1 2026, filed 15 May 2026.