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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
Q2 		$1.78M Sell
12,979
-5,839
-31% -$882K 0.03% 366
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM

Voleon Capital Management's BR Position: Q2 2026 in Review

Voleon Capital Management reduced its Broadridge (BR) stake by 31% in Q2 2026, selling an estimated $882K and leaving 12,979 shares worth $1.78M. The position accounts for 0.03% of the portfolio, ranked #366.

Voleon Capital Management first reported a position in BR in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.06M in Q1 2026. 1,017 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Voleon Capital Management held 12,979 shares of Broadridge worth $1.78M as of Q2 2026.
  • Voleon Capital Management sold 5,839 Broadridge shares in Q2 2026, an estimated $882K.
  • Broadridge made up 0.03% of Voleon Capital Management's portfolio in Q2 2026, its #366 holding.
  • Voleon Capital Management first reported a position in Broadridge in Q4 2024 and has held it in 6 quarters since.
  • Voleon Capital Management's Broadridge position peaked at $3.06M in Q1 2026.
  • 1,017 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Voleon Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.