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Yacktman Asset Management’s Broadridge BR Stock Holding History

Yacktman Asset 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
Q2 		$120M Buy
+878,522
New +$133M 1.49% 28

Other funds holding BR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Yacktman Asset Management's BR Position: Q2 2026 in Review

Yacktman Asset Management opened a new position in Broadridge (BR) in Q2 2026: 878,522 shares worth $120M. The stake represents 1.49% of the portfolio and ranks #28 among its holdings.

636 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Yacktman Asset Management held 878,522 shares of Broadridge worth $120M as of Q2 2026.
  • Broadridge was a new Yacktman Asset Management position in Q2 2026.
  • Broadridge made up 1.49% of Yacktman Asset Management's portfolio in Q2 2026, its #28 holding.
  • 636 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Yacktman Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.