Blume Capital Management’s Broadridge BR Stock Holding History

Blume Capital Management’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	-229	Closed	-$54.5K	–	337
2025 Q3	$54.5K	Hold	229	–	–	0.01%	185
2025 Q2	$55.7K	Hold	229	–	–	0.01%	179
2025 Q1	$55.5K	Hold	229	–	–	0.01%	176
2024 Q4	$51.8K	Hold	229	–	–	0.01%	179
2024 Q3	$49.2K	Hold	229	–	–	0.01%	187
2024 Q2	$45.1K	Hold	229	–	–	0.01%	183
2024 Q1	$46.9K	Hold	229	–	–	0.01%	186
2023 Q4	$47.1K	Hold	229	–	–	0.01%	181
2023 Q3	$41K	Hold	229	–	–	0.01%	184
2023 Q2	$37.9K	Hold	229	–	–	0.01%	181
2023 Q1	$33.6K	Hold	229	–	–	0.01%	181
2022 Q4	$30.7K	Hold	229	–	–	0.01%	189
2022 Q3	$33K	Hold	229	–	–	0.01%	174
2022 Q2	$33K	Hold	229	–	–	0.01%	178
2022 Q1	$36K	Hold	229	–	–	0.01%	175
2021 Q4	$42K	Hold	229	–	–	0.01%	183
2021 Q3	$38K	Buy	+229	New	+$39K	0.01%	191

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

Blume Capital Management's BR Position: Q4 2025 in Review

Blume Capital Management sold out of Broadridge (BR) in Q4 2025, closing a stake of 229 shares — an estimated $54.5K sold.

Blume Capital Management first reported a position in BR in Q3 2021 and held it in 17 quarters. The position peaked at $55.7K in Q2 2025. 1,132 funds tracked by Wall St. Rank hold BR as of Q4 2025.

Blume Capital Management reported no remaining Broadridge position as of Q4 2025 after selling out during the quarter.
Blume Capital Management sold 229 Broadridge shares in Q4 2025, an estimated $54.5K.
Blume Capital Management first reported a position in Broadridge in Q3 2021 and held it in 17 quarters.
Blume Capital Management's Broadridge position peaked at $55.7K in Q2 2025.
1,132 funds tracked by Wall St. Rank held Broadridge as of Q4 2025.

Based on Blume Capital Management's 13F filing for Q4 2025, filed 5 Feb 2026.