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BOK Financial Private Wealth’s Broadridge BR Stock Holding History

BOK Financial Private Wealth’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
-44
Closed -$10.7K – 393
2025
Q2 		$10.7K Buy
+44
New +$10.5K ﹤0.01% 354

Other funds holding BR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return

BOK Financial Private Wealth's BR Position: Q3 2025 in Review

BOK Financial Private Wealth sold out of Broadridge (BR) in Q3 2025, closing a stake of 44 shares — an estimated $10.7K sold.

BOK Financial Private Wealth first reported a position in BR in Q2 2025 and held it in 1 quarter. The position peaked at $10.7K in Q2 2025. 1,103 funds tracked by Wall St. Rank hold BR as of Q3 2025.

  • BOK Financial Private Wealth reported no remaining Broadridge position as of Q3 2025 after selling out during the quarter.
  • BOK Financial Private Wealth sold 44 Broadridge shares in Q3 2025, an estimated $10.7K.
  • BOK Financial Private Wealth first reported a position in Broadridge in Q2 2025 and held it in 1 quarter.
  • BOK Financial Private Wealth's Broadridge position peaked at $10.7K in Q2 2025.
  • 1,103 funds tracked by Wall St. Rank held Broadridge as of Q3 2025.

Based on BOK Financial Private Wealth's 13F filing for Q3 2025, filed 7 Nov 2025.