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Walter Public Investments’s Broadridge BR Stock Holding History

Walter Public Investments’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 		– Sell
-65,569
Closed -$14.6M – 50
2025
Q4 		$14.6M Sell
65,569
-5,100
-7% -$1.16M 2.59% 17
2025
Q3 		$16.8M Sell
70,669
-15,471
-18% -$3.85M 2.77% 17
2025
Q2 		$20.9M Sell
86,140
-893
-1% -$212K 3.55% 12
2025
Q1 		$21.1M Buy
87,033
+12,569
+17% +$2.96M 3.94% 7
2024
Q4 		$16.8M Buy
74,464
+427
+0.6% +$95.6K 3.01% 18
2024
Q3 		$15.9M Sell
74,037
-3,805
-5% -$796K 2.78% 20
2024
Q2 		$15.3M Sell
77,842
-112
-0.1% -$22.2K 2.93% 15
2024
Q1 		$16M Buy
77,954
+401
+0.5% +$80.9K 3.12% 13
2023
Q4 		$16M Hold
77,553
– – 3.35% 13
2023
Q3 		$13.9M Sell
77,553
-8,511
-10% -$1.51M 3.29% 13
2023
Q2 		$14.3M Buy
86,064
+1,112
+1% +$168K 3.18% 15
2023
Q1 		$12.5M Sell
84,952
-2,074
-2% -$297K 3.76% 14
2022
Q4 		$11.7M Sell
87,026
-1,218
-1% -$173K 3.88% 14
2022
Q3 		$12.7M Buy
88,244
+5,688
+7% +$923K 4.47% 9
2022
Q2 		$12.9M Buy
82,556
+9,816
+13% +$1.42M 4.64% 8
2022
Q1 		$10.8M Buy
+72,740
New +$11.2M 3.64% 13

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

Walter Public Investments's BR Position: Q1 2026 in Review

Walter Public Investments sold out of Broadridge (BR) in Q1 2026, closing a stake of 65,569 shares — an estimated $14.6M sold.

Walter Public Investments first reported a position in BR in Q1 2022 and held it in 16 quarters. The position peaked at $21.1M in Q1 2025. 1,057 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • Walter Public Investments reported no remaining Broadridge position as of Q1 2026 after selling out during the quarter.
  • Walter Public Investments sold 65,569 Broadridge shares in Q1 2026, an estimated $14.6M.
  • Walter Public Investments first reported a position in Broadridge in Q1 2022 and held it in 16 quarters.
  • Walter Public Investments's Broadridge position peaked at $21.1M in Q1 2025.
  • 1,057 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Walter Public Investments's 13F filing for Q1 2026, filed 28 Apr 2026.