Ameritas Advisory Services’s Broadridge BR Stock Holding History

Ameritas Advisory Services’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	-374	Closed	-$89K	–	1066
2025 Q3	$89K	Buy	374 +292	+356%	+$72.7K	0.01%	881
2025 Q2	$19.9K	Buy	+82	New	+$19.5K	﹤0.01%	1738
2023 Q2	–	Sell	-693	Closed	-$102K	–	789
2023 Q1	$102K	Buy	+693	New	+$99.2K	0.01%	999

Other funds holding BR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return

Ameritas Advisory Services's BR Position: Q4 2025 in Review

Ameritas Advisory Services sold out of Broadridge (BR) in Q4 2025, closing a stake of 374 shares — an estimated $89K sold.

Ameritas Advisory Services first reported a position in BR in Q1 2023 and held it in 3 quarters. The position peaked at $102K in Q1 2023. 1,131 funds tracked by Wall St. Rank hold BR as of Q4 2025.

Ameritas Advisory Services reported no remaining Broadridge position as of Q4 2025 after selling out during the quarter.
Ameritas Advisory Services sold 374 Broadridge shares in Q4 2025, an estimated $89K.
Ameritas Advisory Services first reported a position in Broadridge in Q1 2023 and held it in 3 quarters.
Ameritas Advisory Services's Broadridge position peaked at $102K in Q1 2023.
1,131 funds tracked by Wall St. Rank held Broadridge as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.