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Atria Wealth Solutions’s Broadridge BR Stock Holding History

Atria Wealth Solutions’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 		$230K Sell
942
-205
-18% -$48.7K 0.01% 1299
2025
Q1 		$279K Sell
1,147
-112
-9% -$26.4K ﹤0.01% 1510
2024
Q4 		$286K Sell
1,259
-1,264
-50% -$283K ﹤0.01% 1581
2024
Q3 		$545K Sell
2,523
-386
-13% -$80.7K 0.01% 1207
2024
Q2 		$575K Sell
2,909
-307
-10% -$60.9K 0.01% 1170
2024
Q1 		$661K Sell
3,216
-318
-9% -$64.1K 0.01% 1114
2023
Q4 		$730K Buy
3,534
+1,958
+124% +$361K 0.01% 1016
2023
Q3 		$283K Buy
1,576
+91
+6% +$16.1K ﹤0.01% 1452
2023
Q2 		$247K Buy
1,485
+77
+5% +$11.7K ﹤0.01% 1561
2023
Q1 		$207K Buy
+1,408
New +$201K ﹤0.01% 1655

Other funds holding BR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Atria Wealth Solutions's BR Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Broadridge (BR) stake by 18% in Q2 2025, selling an estimated $48.7K and leaving 942 shares worth $230K. The position accounts for 0.01% of the portfolio, ranked #1299.

Atria Wealth Solutions first reported a position in BR in Q1 2023 and has held it in 10 quarters since. The position peaked at $730K in Q4 2023. 1,096 funds tracked by Wall St. Rank hold BR as of Q2 2025.

  • Atria Wealth Solutions held 942 shares of Broadridge worth $230K as of Q2 2025.
  • Atria Wealth Solutions sold 205 Broadridge shares in Q2 2025, an estimated $48.7K.
  • Broadridge made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1299 holding.
  • Atria Wealth Solutions first reported a position in Broadridge in Q1 2023 and has held it in 10 quarters since.
  • Atria Wealth Solutions's Broadridge position peaked at $730K in Q4 2023.
  • 1,096 funds tracked by Wall St. Rank held Broadridge as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.