Bare Financial Services
BR icon

Bare Financial Services’s Broadridge BR Stock Holding History

Bare Financial 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
2026
Q3 		$5.48K Sell
34
-20
-37% -$3.27K ﹤0.01% 856
2026
Q2 		$7.4K Buy
54
+45
+500% +$6.8K ﹤0.01% 711
2026
Q1 		$1.46K Sell
9
-22
-71% -$4.18K ﹤0.01% 1096
2025
Q4 		$6.92K Buy
31
+2
+7% +$456 ﹤0.01% 401
2025
Q3 		$6.91K Sell
29
-5
-15% -$1.24K ﹤0.01% 392
2025
Q2 		$8.26K Buy
34
+22
+183% +$5.23K ﹤0.01% 236
2025
Q1 		$2.91K Buy
+12
New +$2.82K ﹤0.01% 174

Other funds holding BR

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Yacktman Asset Management
Yacktman Asset Management Austin, Texas $8.38B AUM 19.52% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bare Financial Services's BR Position: Q3 2026 in Review

Bare Financial Services reduced its Broadridge (BR) stake by 37% in Q3 2026, selling an estimated $3.27K and leaving 34 shares worth $5.48K. The position accounts for ﹤0.01% of the portfolio, ranked #856.

Bare Financial Services first reported a position in BR in Q1 2025 and has held it in 7 quarters since. The position peaked at $8.26K in Q2 2025. 553 funds tracked by Wall St. Rank hold BR as of Q3 2026.

  • Bare Financial Services held 34 shares of Broadridge worth $5.48K as of Q3 2026.
  • Bare Financial Services sold 20 Broadridge shares in Q3 2026, an estimated $3.27K.
  • Broadridge made up ﹤0.01% of Bare Financial Services's portfolio in Q3 2026, its #856 holding.
  • Bare Financial Services first reported a position in Broadridge in Q1 2025 and has held it in 7 quarters since.
  • Bare Financial Services's Broadridge position peaked at $8.26K in Q2 2025.
  • 553 funds tracked by Wall St. Rank held Broadridge as of Q3 2026.

Based on Bare Financial Services's 13F filing for Q3 2026, filed 4 Nov 2026.