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Zevenbergen Capital Investments’s Broadridge BR Stock Holding History

Zevenbergen Capital Investments’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 		$278K Sell
2,030
-115
-5% -$17.4K 0.01% 105
2026
Q1 		$349K Sell
2,145
-20,895
-91% -$3.97M 0.01% 105
2025
Q4 		$5.14M Sell
23,040
-70
-0.3% -$16K 0.11% 69
2025
Q3 		$5.5M Buy
23,110
+65
+0.3% +$16.2K 0.11% 66
2025
Q2 		$5.6M Sell
23,045
-5,765
-20% -$1.37M 0.11% 65
2025
Q1 		$6.99M Sell
28,810
-5,330
-16% -$1.25M 0.17% 60
2024
Q4 		$7.72M Buy
34,140
+130
+0.4% +$29.1K 0.16% 58
2024
Q3 		$7.31M Buy
34,010
+70
+0.2% +$14.6K 0.15% 57
2024
Q2 		$6.69M Sell
33,940
-6,060
-15% -$1.2M 0.14% 60
2024
Q1 		$8.19M Sell
40,000
-3,000
-7% -$605K 0.17% 59
2023
Q4 		$8.85M Buy
43,000
+16,000
+59% +$2.95M 0.2% 60
2023
Q3 		$4.83M Buy
27,000
+7,500
+38% +$1.33M 0.12% 63
2023
Q2 		$3.23M Buy
+19,500
New +$2.95M 0.08% 64

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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 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
JIM
Jensen Investment Management Lake Oswego, Oregon $4.13B AUM 8.88% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Zevenbergen Capital Investments's BR Position: Q2 2026 in Review

Zevenbergen Capital Investments reduced its Broadridge (BR) stake by 5.4% in Q2 2026, selling an estimated $17.4K and leaving 2,030 shares worth $278K. The position accounts for 0.01% of the portfolio, ranked #105.

Zevenbergen Capital Investments first reported a position in BR in Q2 2023 and has held it in 13 quarters since. The position peaked at $8.85M in Q4 2023. 532 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Zevenbergen Capital Investments held 2,030 shares of Broadridge worth $278K as of Q2 2026.
  • Zevenbergen Capital Investments sold 115 Broadridge shares in Q2 2026, an estimated $17.4K.
  • Broadridge made up 0.01% of Zevenbergen Capital Investments's portfolio in Q2 2026, its #105 holding.
  • Zevenbergen Capital Investments first reported a position in Broadridge in Q2 2023 and has held it in 13 quarters since.
  • Zevenbergen Capital Investments's Broadridge position peaked at $8.85M in Q4 2023.
  • 532 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

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