Bellwether Advisors’s Broadridge BR Stock Holding History

Bellwether 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 Q3	–	Sell	-1	Closed	-$243	–	193
2025 Q2	$243	Buy	+1	New	+$238	﹤0.01%	565

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

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

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

Bellwether Advisors's BR Position: Q3 2025 in Review

Bellwether Advisors sold out of Broadridge (BR) in Q3 2025, closing a stake of 1 share — an estimated $243 sold.

Bellwether Advisors first reported a position in BR in Q2 2025 and held it in 1 quarter. The position peaked at $243 in Q2 2025. 1,103 funds tracked by Wall St. Rank hold BR as of Q3 2025.

Bellwether Advisors reported no remaining Broadridge position as of Q3 2025 after selling out during the quarter.
Bellwether Advisors sold 1 Broadridge share in Q3 2025, an estimated $243.
Bellwether Advisors first reported a position in Broadridge in Q2 2025 and held it in 1 quarter.
Bellwether Advisors's Broadridge position peaked at $243 in Q2 2025.
1,103 funds tracked by Wall St. Rank held Broadridge as of Q3 2025.

Based on Bellwether Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.