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Beaumont Financial Advisors’s Broadridge BR Stock Holding History

Beaumont Financial Advisors’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
-2,938
Closed -$700K – 376
2025
Q3 		$700K Buy
2,938
+2
+0.1% +$498 0.05% 201
2025
Q2 		$714K Sell
2,936
-1
-0% -$238 0.05% 187
2025
Q1 		$712K Buy
2,937
+8
+0.3% +$1.88K 0.06% 181
2024
Q4 		$662K Hold
2,929
– – 0.05% 190
2024
Q3 		$630K Hold
2,929
– – 0.05% 189
2024
Q2 		$577K Buy
2,929
+1
+0% +$198 0.05% 200
2024
Q1 		$600K Hold
2,928
– – 0.05% 188
2023
Q4 		$602K Buy
2,928
+11
+0.4% +$2.03K 0.05% 177
2023
Q3 		$522K Buy
2,917
+6
+0.2% +$1.06K 0.05% 174
2023
Q2 		$482K Buy
2,911
+17
+0.6% +$2.57K 0.04% 193
2023
Q1 		$424K Buy
2,894
+19
+0.7% +$2.72K 0.04% 189
2022
Q4 		$386K Sell
2,875
-8
-0.3% -$1.14K 0.04% 203
2022
Q3 		$416K Hold
2,883
– – 0.04% 191
2022
Q2 		$411K Sell
2,883
-153
-5% -$22.2K 0.04% 197
2022
Q1 		$473K Buy
3,036
+145
+5% +$22.2K 0.04% 216
2021
Q4 		$529K Hold
2,891
– – 0.04% 203
2021
Q3 		$482K Hold
2,891
– – 0.04% 205
2021
Q2 		$467K Hold
2,891
– – 0.04% 219
2021
Q1 		$443K Buy
2,891
+3
+0.1% +$443 0.04% 210
2020
Q4 		$442K Sell
2,888
-83
-3% -$12K 0.04% 214
2020
Q3 		$392K Buy
2,971
+13
+0.4% +$1.74K 0.04% 222
2020
Q2 		$373K Sell
2,958
-20
-0.7% -$2.32K 0.04% 207
2020
Q1 		$282K Sell
2,978
-47
-2% -$5.36K 0.04% 196
2019
Q4 		$374K Buy
3,025
+16
+0.5% +$1.96K 0.04% 204
2019
Q3 		$374K Hold
3,009
– – 0.04% 192
2019
Q2 		$384K Buy
3,009
+556
+23% +$67K 0.04% 173
2019
Q1 		$254K Sell
2,453
-543
-18% -$54.5K 0.03% 202
2018
Q4 		$288K Sell
2,996
-350
-10% -$37.9K 0.05% 157
2018
Q3 		$442K Buy
+3,346
New +$425K 0.04% 157

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 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

Beaumont Financial Advisors's BR Position: Q4 2025 in Review

Beaumont Financial Advisors sold out of Broadridge (BR) in Q4 2025, closing a stake of 2,938 shares — an estimated $700K sold.

Beaumont Financial Advisors first reported a position in BR in Q3 2018 and held it in 29 quarters. The position peaked at $714K in Q2 2025. 1,136 funds tracked by Wall St. Rank hold BR as of Q4 2025.

  • Beaumont Financial Advisors reported no remaining Broadridge position as of Q4 2025 after selling out during the quarter.
  • Beaumont Financial Advisors sold 2,938 Broadridge shares in Q4 2025, an estimated $700K.
  • Beaumont Financial Advisors first reported a position in Broadridge in Q3 2018 and held it in 29 quarters.
  • Beaumont Financial Advisors's Broadridge position peaked at $714K in Q2 2025.
  • 1,136 funds tracked by Wall St. Rank held Broadridge as of Q4 2025.

Based on Beaumont Financial Advisors's 13F filing for Q4 2025, filed 16 Jan 2026.