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Alpha Cubed Investments’s Broadridge BR Stock Holding History

Alpha Cubed 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
2025
Q4 		$300K Buy
+1,343
New +$306K 0.01% 228
2019
Q2 		– Sell
-3,735
Closed -$387K – 258
2019
Q1 		$387K Sell
3,735
-518
-12% -$52K 0.05% 150
2018
Q4 		$409K Sell
4,253
-25
-0.6% -$2.71K 0.06% 130
2018
Q3 		$500K Buy
+4,278
New +$543K 0.06% 161

Other funds holding BR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return

Alpha Cubed Investments's BR Position: Q4 2025 in Review

Alpha Cubed Investments opened a new position in Broadridge (BR) in Q4 2025: 1,343 shares worth $300K. The stake represents 0.01% of the portfolio and ranks #228 among its holdings. This is a return to the name: Alpha Cubed Investments previously reported a position in BR as recently as Q1 2019.

Alpha Cubed Investments first reported a position in BR in Q3 2018 and has held it in 4 quarters since. The position peaked at $500K in Q3 2018. 1,131 funds tracked by Wall St. Rank hold BR as of Q4 2025.

  • Alpha Cubed Investments held 1,343 shares of Broadridge worth $300K as of Q4 2025.
  • Broadridge was a new Alpha Cubed Investments position in Q4 2025.
  • Broadridge made up 0.01% of Alpha Cubed Investments's portfolio in Q4 2025, its #228 holding.
  • Alpha Cubed Investments first reported a position in Broadridge in Q3 2018 and has held it in 4 quarters since.
  • Alpha Cubed Investments's Broadridge position peaked at $500K in Q3 2018.
  • 1,131 funds tracked by Wall St. Rank held Broadridge as of Q4 2025.

Based on Alpha Cubed Investments's 13F filing for Q4 2025, filed 3 Feb 2026.