Broadridge Financial Solutions Inc (BR) fell to 1.26% of Eric H. Schoenstein's Jensen Investment Management portfolio in 2026 Q2, from 2.74%, according to the 13F-HR filed with the SEC on August 7, 2026. The share count dropped 56% to 380K shares, and the position is worth about $52.1M and ranks 27th of 83 stocks by weight.
What did the 2026 Q2 filing report for BR?
As of June 30, 2026, from the 13F-HR filed August 7, 2026.
| Before | After | |
|---|---|---|
| Shares | 856K | 380K |
| Shares sold | -476K (56%) | |
| Reported value | $139M | $52.1M |
| Portfolio weight | 2.74% | 1.26% |
| Rank in portfolio | 27th of 83 |
How much did Eric H. Schoenstein cut BR?
Eric H. Schoenstein sold 476K shares of BR during 2026 Q2, cutting the stake from 856K to 380K. The reported value of the position fell by about $87M, from about $139M to about $52.1M.
Where does BR sit in the Eric H. Schoenstein portfolio?
BR ranks 27th of 83 stock positions in the Eric H. Schoenstein portfolio at 1.26%, about the fund's average stock position of 1%. The largest stock position is GOOGL at 6.91%. Next come MSFT at 6.67% and AMZN at 6.09%. The three largest stocks together are 19.66% of the book. The BR cut was the 15th largest of the quarter's 80 position changes by percent change to portfolio. Across the 2026 Q2 portfolio, Eric H. Schoenstein reported 83 stock positions, with 1 opened and 2 closed. The total portfolio value is about $4.1B, down 19% from the prior quarter.
How long has Eric H. Schoenstein held BR?
Eric H. Schoenstein first reported BR in the quarter ended June 30, 2014. The fund sold out of the name in 2014 Q4 and came back in 2017 Q2. The weight peaked at 3.72% in 2025 Q1. Last quarter the fund had added to the position by 11%, so the cut reverses the prior move. Every reported trade is on the Eric H. Schoenstein BR trade history page.
FAQ
How many BR shares did Eric H. Schoenstein sell in 2026 Q2?
Eric H. Schoenstein sold 476K shares of BR, 56% of the position, leaving 380K shares.
What remains of the BR position of Eric H. Schoenstein?
Eric H. Schoenstein still holds 380K shares of BR, worth about $52.1M at June 30, 2026 prices.
How much of the Eric H. Schoenstein portfolio is BR now?
BR is 1.26% of the Eric H. Schoenstein portfolio, down from 2.74% a quarter earlier.