ZIM
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Zacks Investment Management’s Broadridge BR Stock Holding History

Zacks Investment 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 		$18.9M Sell
137,650
-1,725
-1% -$261K 0.13% 136
2026
Q1 		$22.6M Buy
139,375
+470
+0.3% +$89.3K 0.18% 120
2025
Q4 		$31M Sell
138,905
-1,739
-1% -$397K 0.24% 107
2025
Q3 		$33.5M Buy
140,644
+767
+0.5% +$191K 0.27% 96
2025
Q2 		$34M Buy
139,877
+1,483
+1% +$352K 0.29% 93
2025
Q1 		$33.6M Buy
138,394
+4,589
+3% +$1.08M 0.31% 91
2024
Q4 		$30.3M Buy
+133,805
New +$30M 0.28% 95
2016
Q4 		– Sell
-7,201
Closed -$488K – 646
2016
Q3 		$488K Buy
7,201
+3,155
+78% +$215K 0.01% 453
2016
Q2 		$264K Hold
4,046
– – 0.01% 516
2016
Q1 		$240K Sell
4,046
-4
-0.1% -$218 0.01% 532
2015
Q4 		$218K Buy
4,050
+20
+0.5% +$1.12K 0.01% 510
2015
Q3 		$223K Sell
4,030
-9,511
-70% -$511K 0.01% 534
2015
Q2 		$677K Sell
13,541
-746
-5% -$39.7K 0.02% 377
2015
Q1 		$786K Buy
14,287
+7,509
+111% +$381K 0.02% 345
2014
Q4 		$313K Sell
6,778
-14,000
-67% -$612K 0.01% 501
2014
Q3 		$865K Buy
20,778
+117
+0.6% +$4.86K 0.03% 287
2014
Q2 		$860K Buy
20,661
+996
+5% +$39K 0.03% 290
2014
Q1 		$730K Buy
19,665
+1,194
+6% +$44.8K 0.03% 314
2013
Q4 		$730K Buy
18,471
+8,620
+88% +$311K 0.03% 300
2013
Q3 		$313K Sell
9,851
-4,188
-30% -$124K 0.01% 507
2013
Q2 		$373K Buy
+14,039
New +$361K 0.02% 413

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

Zacks Investment Management's BR Position: Q2 2026 in Review

Zacks Investment Management reduced its Broadridge (BR) stake by 1.2% in Q2 2026, selling an estimated $261K and leaving 137,650 shares worth $18.9M. The position accounts for 0.13% of the portfolio, ranked #136.

Zacks Investment Management first reported a position in BR in Q2 2013 and has held it in 21 quarters since. The position peaked at $34M in Q2 2025. 1,017 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Zacks Investment Management held 137,650 shares of Broadridge worth $18.9M as of Q2 2026.
  • Zacks Investment Management sold 1,725 Broadridge shares in Q2 2026, an estimated $261K.
  • Broadridge made up 0.13% of Zacks Investment Management's portfolio in Q2 2026, its #136 holding.
  • Zacks Investment Management first reported a position in Broadridge in Q2 2013 and has held it in 21 quarters since.
  • Zacks Investment Management's Broadridge position peaked at $34M in Q2 2025.
  • 1,017 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Zacks Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.