Voloridge Investment Management
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Voloridge Investment Management’s Broadridge BR Stock Holding History

Voloridge Investment 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 		$40.5M Buy
295,742
+192,104
+185% +$29M 0.17% 191
2026
Q1 		$16.8M Buy
+103,638
New +$19.7M 0.07% 375
2025
Q3 		– Sell
-4,119
Closed -$1M – 1194
2025
Q2 		$1M Sell
4,119
-92,994
-96% -$22.1M ﹤0.01% 1028
2025
Q1 		$23.5M Buy
97,113
+71,904
+285% +$16.9M 0.09% 308
2024
Q4 		$5.7M Sell
25,209
-143,796
-85% -$32.2M 0.02% 739
2024
Q3 		$36.3M Buy
169,005
+134,914
+396% +$28.2M 0.13% 234
2024
Q2 		$6.72M Buy
+34,091
New +$6.76M 0.03% 673
2024
Q1 		– Sell
-8,514
Closed -$1.75M – 1156
2023
Q4 		$1.75M Buy
8,514
+1,956
+30% +$361K 0.01% 857
2023
Q3 		$1.17M Buy
+6,558
New +$1.16M 0.01% 1063
2023
Q2 		– Sell
-30,031
Closed -$4.4M – 1368
2023
Q1 		$4.4M Buy
30,031
+2,975
+11% +$426K 0.02% 710
2022
Q4 		$3.63M Sell
27,056
-14,609
-35% -$2.08M 0.02% 768
2022
Q3 		$6.01M Buy
+41,665
New +$6.76M 0.03% 588
2021
Q1 		– Sell
-5,790
Closed -$887K – 1403
2020
Q4 		$887K Sell
5,790
-4,791
-45% -$695K 0.01% 1000
2020
Q3 		$1.4M Buy
+10,581
New +$1.41M 0.01% 833
2020
Q2 		– Sell
-5,784
Closed -$548K – 1260
2020
Q1 		$548K Sell
5,784
-110,882
-95% -$12.7M 0.02% 681
2019
Q4 		$14.4M Buy
116,666
+67,789
+139% +$8.29M 0.28% 74
2019
Q3 		$6.08M Buy
+48,877
New +$6.29M 0.11% 221
2019
Q1 		– Sell
-52,797
Closed -$5.08M – 934
2018
Q4 		$5.08M Buy
+52,797
New +$5.72M 0.23% 113
2017
Q3 		– Sell
-4,406
Closed -$333K – 392
2017
Q2 		$333K Buy
+4,406
New +$318K 0.01% 371
2016
Q3 		– Sell
-9,952
Closed -$649K – 232
2016
Q2 		$649K Buy
+9,952
New +$617K 0.02% 246

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

Voloridge Investment Management's BR Position: Q2 2026 in Review

Voloridge Investment Management increased its Broadridge (BR) stake by 185% in Q2 2026, buying an estimated $29M and bringing the position to 295,742 shares worth $40.5M. The position accounts for 0.17% of the portfolio, ranked #191.

Voloridge Investment Management first reported a position in BR in Q2 2016 and has held it in 20 quarters since. 1,011 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Voloridge Investment Management held 295,742 shares of Broadridge worth $40.5M as of Q2 2026.
  • Voloridge Investment Management bought 192,104 Broadridge shares in Q2 2026, an estimated $29M.
  • Broadridge made up 0.17% of Voloridge Investment Management's portfolio in Q2 2026, its #191 holding.
  • Voloridge Investment Management first reported a position in Broadridge in Q2 2016 and has held it in 20 quarters since.
  • 1,011 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

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