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Waterloo Capital’s Broadridge BR Stock Holding History

Waterloo Capital’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 		$1.68M Buy
10,348
+343
+3% +$65.2K 0.12% 162
2025
Q4 		$2.23M Buy
10,005
+410
+4% +$93.5K 0.16% 132
2025
Q3 		$2.29M Buy
9,595
+138
+1% +$34.4K 0.17% 132
2025
Q2 		$2.3M Buy
9,457
+541
+6% +$129K 0.19% 122
2025
Q1 		$2.16M Buy
8,916
+793
+10% +$187K 0.2% 114
2024
Q4 		$1.84M Buy
8,123
+411
+5% +$92.1K 0.19% 116
2024
Q3 		$1.66M Buy
7,712
+257
+3% +$53.8K 0.18% 127
2024
Q2 		$1.47M Buy
7,455
+224
+3% +$44.4K 0.18% 124
2024
Q1 		$1.48M Sell
7,231
-45
-0.6% -$9.07K 0.19% 114
2023
Q4 		$1.5M Buy
7,276
+71
+1% +$13.1K 0.24% 101
2023
Q3 		$1.29M Buy
7,205
+325
+5% +$57.6K 0.38% 56
2023
Q2 		$1.14M Buy
6,880
+8
+0.1% +$1.21K 0.34% 54
2023
Q1 		$1.01M Buy
+6,872
New +$983K 0.31% 58
2020
Q1 		$661K Buy
+6,973
New +$796K 0.47% 47

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

Waterloo Capital's BR Position: Q1 2026 in Review

Waterloo Capital increased its Broadridge (BR) stake by 3.4% in Q1 2026, buying an estimated $65.2K and bringing the position to 10,348 shares worth $1.68M. The position accounts for 0.12% of the portfolio, ranked #162.

Waterloo Capital first reported a position in BR in Q1 2020 and has held it in 14 quarters since. The position peaked at $2.3M in Q2 2025. 1,054 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • Waterloo Capital held 10,348 shares of Broadridge worth $1.68M as of Q1 2026.
  • Waterloo Capital bought 343 Broadridge shares in Q1 2026, an estimated $65.2K.
  • Broadridge made up 0.12% of Waterloo Capital's portfolio in Q1 2026, its #162 holding.
  • Waterloo Capital first reported a position in Broadridge in Q1 2020 and has held it in 14 quarters since.
  • Waterloo Capital's Broadridge position peaked at $2.3M in Q2 2025.
  • 1,054 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Waterloo Capital's 13F filing for Q1 2026, filed 12 May 2026.