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Woodley Farra Manion Portfolio Management’s Broadridge BR Stock Holding History

Woodley Farra Manion Portfolio 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
Q1 		– Sell
-19,085
Closed -$4.28M – 124
2025
Q4 		$4.28M Buy
19,085
+85
+0.4% +$19.4K 0.2% 52
2025
Q3 		$4.54M Buy
19,000
+130
+0.7% +$32.4K 0.21% 53
2025
Q2 		$4.6M Buy
18,870
+165
+0.9% +$39.2K 0.22% 47
2025
Q1 		$4.55M Buy
18,705
+438
+2% +$103K 0.23% 46
2024
Q4 		$4.15M Buy
18,267
+304
+2% +$68.1K 0.21% 47
2024
Q3 		$3.88M Buy
+17,963
New +$3.76M 0.2% 50

Other funds holding BR

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Woodley Farra Manion Portfolio Management's BR Position: Q1 2026 in Review

Woodley Farra Manion Portfolio Management sold out of Broadridge (BR) in Q1 2026, closing a stake of 19,085 shares — an estimated $4.28M sold.

Woodley Farra Manion Portfolio Management first reported a position in BR in Q3 2024 and held it in 6 quarters. The position peaked at $4.6M in Q2 2025. 1,059 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • Woodley Farra Manion Portfolio Management reported no remaining Broadridge position as of Q1 2026 after selling out during the quarter.
  • Woodley Farra Manion Portfolio Management sold 19,085 Broadridge shares in Q1 2026, an estimated $4.28M.
  • Woodley Farra Manion Portfolio Management first reported a position in Broadridge in Q3 2024 and held it in 6 quarters.
  • Woodley Farra Manion Portfolio Management's Broadridge position peaked at $4.6M in Q2 2025.
  • 1,059 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Woodley Farra Manion Portfolio Management's 13F filing for Q1 2026, filed 8 May 2026.