Atala Financial’s Broadridge BR Stock Holding History

Atala Financial’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 Q2	–	Sell	-7	Closed	-$1.7K	–	169
2025 Q1	$1.7K	Hold	7	–	–	﹤0.01%	447
2024 Q4	$1.58K	Buy	+7	New	+$1.57K	﹤0.01%	450

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

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

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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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

Atala Financial's BR Position: Q2 2025 in Review

Atala Financial sold out of Broadridge (BR) in Q2 2025, closing a stake of 7 shares — an estimated $1.7K sold.

Atala Financial first reported a position in BR in Q4 2024 and held it in 2 quarters. The position peaked at $1.7K in Q1 2025. 1,095 funds tracked by Wall St. Rank hold BR as of Q2 2025.

Atala Financial reported no remaining Broadridge position as of Q2 2025 after selling out during the quarter.
Atala Financial sold 7 Broadridge shares in Q2 2025, an estimated $1.7K.
Atala Financial first reported a position in Broadridge in Q4 2024 and held it in 2 quarters.
Atala Financial's Broadridge position peaked at $1.7K in Q1 2025.
1,095 funds tracked by Wall St. Rank held Broadridge as of Q2 2025.

Based on Atala Financial's 13F filing for Q2 2025, filed 7 Aug 2025.