East Coast Asset Management, LLC. BR — BROADRIDGE FINL SOLUTIONS IN

Ownership history in East Coast Asset Management, LLC.  ·  52 quarters on record

AI Ownership Summary

East Coast Asset Management, LLC. reported BROADRIDGE FINL SOLUTIONS IN (BR) in 52 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.3% in 2024 Q4. The latest visible filing shows BR at 0.24% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was East Coast Asset Management, LLC.'s position in BROADRIDGE FINL SOLUTIONS IN, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

BR was reported at 0.24% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.3% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BR stock page East Coast Asset Management, LLC. fund profile East Coast Asset Management, LLC. full holdings
How East Coast Asset Management, LLC. held BR — position size vs. price
% of Fund (quarterly)    BR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 4,438 — 0% 0.24% $721K 2026-05-15 $144.64
2025 Q4 ADDED — — — 4,438 +950 +27.2% 0.29% $990K 2026-02-17 $172.01
2025 Q3 UNCHANGED — — — 3,488 — 0% 0.26% $831K 2025-11-14 $222.37
2025 Q2 UNCHANGED — — — 3,488 — 0% 0.28% $848K 2025-08-14 $254.00
2025 Q1 REDUCED 13.1% +0.6% ❌ 3,488 -525 -13.1% 0.30% $846K 2025-05-15 $234.62
2024 Q4 UNCHANGED — — — 4,013 — 0% 0.30% $907K 2025-02-14 $233.71
2024 Q3 UNCHANGED — — — 4,013 — 0% 0.29% $863K 2024-11-14 $220.47
2024 Q2 UNCHANGED — — — 4,013 — 0% 0.29% $791K 2024-08-14 $202.27
2024 Q1 UNCHANGED — — — 4,013 — 0% 0.30% $822K 2024-05-15 $194.21
43 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding BR

As of 2026 Q1 — sorted by position size

Navera Investment Management Ltd. 3Y 4.33% SANTA MONICA PARTNERS LP 3Y 7Y 3.7% Crown Oak Advisors, LLC 3.13% JENSEN INVESTMENT MANAGEMENT INC 3Y 7Y 2.74% KELLY LAWRENCE W & ASSOCIATES INC/CA 3Y 7Y 2.6% MCRAE CAPITAL MANAGEMENT INC 3Y 7Y 2.12% Strong Retirement Solutions LLC 1.91% Bath Savings Trust Co 3Y 7Y 1.86% SCHWARTZ INVESTMENT COUNSEL INC 3Y 7Y 1.82% Running Oak Capital LLC 3Y 1.69%

FAQ About East Coast Asset Management, LLC. and BR

These are the practical questions this page is built to answer before you even open the full history table.

How long has East Coast Asset Management, LLC. reported owning BR?

East Coast Asset Management, LLC. reported BR across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported BR position in East Coast Asset Management, LLC.'s portfolio?

The largest reported portfolio weight for BR was 0.30% in 2024 Q4.

What is the latest reported BR position on this page?

The most recent filing on this page is 2026 Q1, when East Coast Asset Management, LLC. reported 4,438 shares, equal to 0.24% of portfolio, with an estimated market value of $721K.

What does the chart on this BR ownership page compare?

The chart compares East Coast Asset Management, LLC.'s quarterly BR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did East Coast Asset Management, LLC. time their BR position?

Based on 13F filing dates vs. subsequent BR price moves, East Coast Asset Management, LLC. correctly timed 4 out of 12 reported position changes (33%). The annualised alpha on BR relative to SPY over the holding period was +0.8%.

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