Running Oak Capital LLC’s Broadridge Finl Solutions In Position
Does Running Oak Capital LLC own Broadridge Finl Solutions In (BR)? Yes — 76.8K shares worth $13M (+1.69% of its 13F portfolio) as of Q1 2026, up from 66.8K shares the prior filed quarter.
Position Value
$13M
Q1 2026
Shares
76.8K
% of Portfolio
+1.69%
Quarters Held
21
currently held
Position History BR
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 76.8K | $13M | +1.69% |
| Q4 2025 | 66.8K | $15M | +1.87% |
| Q3 2025 | 68.6K | $16M | +1.84% |
| Q2 2025 | 69.9K | $17M | +1.89% |
| Q1 2025 | 67.9K | $16M | +1.99% |
| Q4 2024 | 64.3K | $15M | +1.90% |
| Q3 2024 | 60.8K | $13M | +1.77% |
| Q2 2024 | 58.6K | $12M | +1.79% |
| Q1 2024 | 56.2K | $12M | +1.85% |
| Q4 2023 | 51.6K | $11M | +2.09% |
| Q3 2023 | 45.8K | $8M | +2.10% |
| Q2 2023 | 46.6K | $8M | +1.89% |
| Q1 2023 | 42.9K | $6M | +1.79% |
| Q4 2022 | 43.1K | $6M | +1.70% |
| Q3 2022 | 39.6K | $6M | +1.97% |
| Q2 2021 | 2.2K | $354,000 | +0.20% |
| Q1 2021 | 36.9K | $6M | +1.72% |
| Q4 2020 | 35.8K | $5M | +1.83% |
| Q3 2020 | 37.0K | $5M | +1.78% |
| Q2 2020 | 39.0K | $5M | +1.94% |
| Q1 2020 | 43.1K | $4M | +1.77% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Running Oak Capital LLC’s full portfolio or all institutional holders of BR.