Bill Few Associates’s Broadridge BR Stock Holding History

Bill Few Associates’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	-956	Closed	-$228K	–	198
2025 Q3	$228K	Buy	+956	New	+$238K	0.06%	176

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Bill Few Associates's BR Position: Q4 2025 in Review

Bill Few Associates sold out of Broadridge (BR) in Q4 2025, closing a stake of 956 shares — an estimated $228K sold.

Bill Few Associates first reported a position in BR in Q3 2025 and held it in 1 quarter. The position peaked at $228K in Q3 2025. 1,131 funds tracked by Wall St. Rank hold BR as of Q4 2025.

Bill Few Associates reported no remaining Broadridge position as of Q4 2025 after selling out during the quarter.
Bill Few Associates sold 956 Broadridge shares in Q4 2025, an estimated $228K.
Bill Few Associates first reported a position in Broadridge in Q3 2025 and held it in 1 quarter.
Bill Few Associates's Broadridge position peaked at $228K in Q3 2025.
1,131 funds tracked by Wall St. Rank held Broadridge as of Q4 2025.

Based on Bill Few Associates's 13F filing for Q4 2025, filed 12 Jan 2026.