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Yousif Capital Management’s Broadridge BR Stock Holding History

Yousif Capital 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 		$1.78M Sell
13,000
-4,268
-25% -$645K 0.02% 742
2026
Q1 		$2.81M Buy
17,268
+780
+5% +$148K 0.03% 510
2025
Q4 		$3.45M Sell
16,488
-277
-2% -$63.2K 0.04% 447
2025
Q3 		$3.99M Sell
16,765
-1,676
-9% -$417K 0.04% 402
2025
Q2 		$4.48M Sell
18,441
-58
-0.3% -$13.8K 0.05% 352
2025
Q1 		$4.49M Sell
18,499
-567
-3% -$133K 0.05% 338
2024
Q4 		$4.31M Sell
19,066
-318
-2% -$71.2K 0.05% 364
2024
Q3 		$4.17M Sell
19,384
-582
-3% -$122K 0.05% 388
2024
Q2 		$3.93M Buy
19,966
+1,167
+6% +$231K 0.04% 403
2024
Q1 		$3.85M Buy
18,799
+2,709
+17% +$546K 0.04% 454
2023
Q4 		$3.31M Sell
16,090
-736
-4% -$136K 0.04% 525
2023
Q3 		$3.01M Sell
16,826
-546
-3% -$96.7K 0.04% 536
2023
Q2 		$2.88M Buy
17,372
+261
+2% +$39.5K 0.04% 581
2023
Q1 		$2.51M Sell
17,111
-474
-3% -$67.8K 0.03% 629
2022
Q4 		$2.36M Buy
17,585
+432
+3% +$61.4K 0.03% 659
2022
Q3 		$2.48M Sell
17,153
-389
-2% -$63.1K 0.04% 595
2022
Q2 		$2.5M Sell
17,542
-1,502
-8% -$218K 0.03% 650
2022
Q1 		$2.96M Sell
19,044
-4,526
-19% -$694K 0.03% 659
2021
Q4 		$4.31M Buy
+23,570
New +$4.14M 0.04% 459

Other funds holding BR

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $965M AUM 10.64% 1-Year Est. Return
MCM
McRae Capital Management Morristown, New Jersey $508M AUM 14.21% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Yousif Capital Management's BR Position: Q2 2026 in Review

Yousif Capital Management reduced its Broadridge (BR) stake by 25% in Q2 2026, selling an estimated $645K and leaving 13,000 shares worth $1.78M. The position accounts for 0.02% of the portfolio, ranked #742.

Yousif Capital Management first reported a position in BR in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.49M in Q1 2025. 199 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Yousif Capital Management held 13,000 shares of Broadridge worth $1.78M as of Q2 2026.
  • Yousif Capital Management sold 4,268 Broadridge shares in Q2 2026, an estimated $645K.
  • Broadridge made up 0.02% of Yousif Capital Management's portfolio in Q2 2026, its #742 holding.
  • Yousif Capital Management first reported a position in Broadridge in Q4 2021 and has held it in 19 quarters since.
  • Yousif Capital Management's Broadridge position peaked at $4.49M in Q1 2025.
  • 199 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.