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Alpine Bank Wealth Management’s Broadridge BR Stock Holding History

Alpine Bank Wealth Management’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 		– Sell
-219
Closed -$52.2K – 179
2025
Q3 		$52.2K Sell
219
-10
-4% -$2.49K 0.01% 234
2025
Q2 		$55.7K Hold
229
– – 0.01% 233
2025
Q1 		$55.5K Buy
+229
New +$53.9K 0.01% 222
2024
Q3 		$64.5K Buy
+300
New +$62.7K 0.01% 231

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

Alpine Bank Wealth Management's BR Position: Q4 2025 in Review

Alpine Bank Wealth Management sold out of Broadridge (BR) in Q4 2025, closing a stake of 219 shares — an estimated $52.2K sold.

Alpine Bank Wealth Management first reported a position in BR in Q3 2024 and held it in 4 quarters. The position peaked at $64.5K in Q3 2024. 1,132 funds tracked by Wall St. Rank hold BR as of Q4 2025.

  • Alpine Bank Wealth Management reported no remaining Broadridge position as of Q4 2025 after selling out during the quarter.
  • Alpine Bank Wealth Management sold 219 Broadridge shares in Q4 2025, an estimated $52.2K.
  • Alpine Bank Wealth Management first reported a position in Broadridge in Q3 2024 and held it in 4 quarters.
  • Alpine Bank Wealth Management's Broadridge position peaked at $64.5K in Q3 2024.
  • 1,132 funds tracked by Wall St. Rank held Broadridge as of Q4 2025.

Based on Alpine Bank Wealth Management's 13F filing for Q4 2025, filed 15 Jan 2026.