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Winton Group’s Broadridge BR Stock Holding History

Winton Group’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 		– Sell
-1,328
Closed -$216K – 1199
2026
Q1 		$216K Buy
+1,328
New +$252K 0.01% 958
2020
Q3 		– Sell
-21,597
Closed -$2.73M – 1480
2020
Q2 		$2.73M Sell
21,597
-17,009
-44% -$1.97M 0.07% 495
2020
Q1 		$3.66M Buy
38,606
+7,058
+22% +$805K 0.1% 369
2019
Q4 		$3.9M Buy
31,548
+27,661
+712% +$3.38M 0.05% 561
2019
Q3 		$484K Sell
3,887
-2,770
-42% -$357K 0.01% 1100
2019
Q2 		$850K Sell
6,657
-1,073
-14% -$129K 0.02% 464
2019
Q1 		$802K Buy
+7,730
New +$775K 0.02% 406
2018
Q4 		– Sell
-90,392
Closed -$11.9M – 877
2018
Q3 		$11.9M Buy
+90,392
New +$11.5M 0.25% 160
2018
Q2 		– Sell
-3,590
Closed -$394K – 1022
2018
Q1 		$394K Sell
3,590
-2,307
-39% -$229K 0.01% 874
2017
Q4 		$534K Buy
5,897
+1,830
+45% +$160K 0.02% 480
2017
Q3 		$329K Sell
4,067
-9,561
-70% -$736K 0.01% 603
2017
Q2 		$1.03M Buy
+13,628
New +$984K 0.03% 347
2015
Q1 		– Sell
-49,513
Closed -$2.29M – 421
2014
Q4 		$2.29M Sell
49,513
-42,575
-46% -$1.86M 0.03% 371
2014
Q3 		$3.83M Sell
92,088
-11,636
-11% -$484K 0.03% 394
2014
Q2 		$4.32M Buy
+103,724
New +$4.06M 0.03% 386

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 $3.38T AUM 44.17% 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

Winton Group's BR Position: Q2 2026 in Review

Winton Group sold out of Broadridge (BR) in Q2 2026, closing a stake of 1,328 shares — an estimated $216K sold.

Winton Group first reported a position in BR in Q2 2014 and held it in 15 quarters. The position peaked at $11.9M in Q3 2018. 1,021 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Winton Group reported no remaining Broadridge position as of Q2 2026 after selling out during the quarter.
  • Winton Group sold 1,328 Broadridge shares in Q2 2026, an estimated $216K.
  • Winton Group first reported a position in Broadridge in Q2 2014 and held it in 15 quarters.
  • Winton Group's Broadridge position peaked at $11.9M in Q3 2018.
  • 1,021 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Winton Group's 13F filing for Q2 2026, filed 7 Aug 2026.