YIH
BR icon

Y-Intercept (HK)’s Broadridge BR Stock Holding History

Y-Intercept (HK)’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 		$8.13M Buy
59,344
+19,133
+48% +$2.89M 0.16% 137
2026
Q1 		$6.53M Buy
40,211
+22,272
+124% +$4.23M 0.12% 229
2025
Q4 		$4M Sell
17,939
-32,378
-64% -$7.38M 0.09% 304
2025
Q3 		$12M Buy
50,317
+43,494
+637% +$10.8M 0.29% 53
2025
Q2 		$1.66M Buy
+6,823
New +$1.62M 0.04% 689
2025
Q1 		– Sell
-1,824
Closed -$412K – 1220
2024
Q4 		$412K Sell
1,824
-9,737
-84% -$2.18M 0.03% 814
2024
Q3 		$2.49M Buy
11,561
+6,336
+121% +$1.33M 0.15% 155
2024
Q2 		$1.03M Sell
5,225
-583
-10% -$116K 0.06% 482
2024
Q1 		$1.19M Buy
+5,808
New +$1.17M 0.09% 318
2023
Q4 		– Sell
-8,495
Closed -$1.52M – 1251
2023
Q3 		$1.52M Buy
8,495
+3,325
+64% +$589K 0.15% 198
2023
Q2 		$856K Buy
+5,170
New +$782K 0.09% 359
2023
Q1 		– Sell
-5,723
Closed -$768K – 1193
2022
Q4 		$768K Sell
5,723
-27,256
-83% -$3.87M 0.11% 281
2022
Q3 		$4.76M Buy
+32,979
New +$5.35M 0.48% 19
2022
Q1 		– Sell
-1,357
Closed -$248K – 730
2021
Q4 		$248K Buy
+1,357
New +$239K 0.06% 453
2021
Q3 		– Sell
-1,954
Closed -$316K – 658
2021
Q2 		$316K Sell
1,954
-6,090
-76% -$973K 0.08% 391
2021
Q1 		$1.23M Buy
8,044
+6,191
+334% +$914K 0.33% 61
2020
Q4 		$282K Buy
+1,853
New +$269K 0.12% 329

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

Y-Intercept (HK)'s BR Position: Q2 2026 in Review

Y-Intercept (HK) increased its Broadridge (BR) stake by 48% in Q2 2026, buying an estimated $2.89M and bringing the position to 59,344 shares worth $8.13M. The position accounts for 0.16% of the portfolio, ranked #137.

Y-Intercept (HK) first reported a position in BR in Q4 2020 and has held it in 17 quarters since. The position peaked at $12M in Q3 2025. 1,017 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Y-Intercept (HK) held 59,344 shares of Broadridge worth $8.13M as of Q2 2026.
  • Y-Intercept (HK) bought 19,133 Broadridge shares in Q2 2026, an estimated $2.89M.
  • Broadridge made up 0.16% of Y-Intercept (HK)'s portfolio in Q2 2026, its #137 holding.
  • Y-Intercept (HK) first reported a position in Broadridge in Q4 2020 and has held it in 17 quarters since.
  • Y-Intercept (HK)'s Broadridge position peaked at $12M in Q3 2025.
  • 1,017 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.