CAWM
BR icon

Capital A Wealth Management’s Broadridge BR Stock Holding History

Capital A Wealth 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
Q2 		– Sell
-3
Closed -$727 – 476
2025
Q1 		$727 Hold
3
– – ﹤0.01% 574
2024
Q4 		$678 Buy
+3
New +$672 ﹤0.01% 613

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
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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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

Capital A Wealth Management's BR Position: Q2 2025 in Review

Capital A Wealth Management sold out of Broadridge (BR) in Q2 2025, closing a stake of 3 shares — an estimated $727 sold.

Capital A Wealth Management first reported a position in BR in Q4 2024 and held it in 2 quarters. The position peaked at $727 in Q1 2025. 1,095 funds tracked by Wall St. Rank hold BR as of Q2 2025.

  • Capital A Wealth Management reported no remaining Broadridge position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 3 Broadridge shares in Q2 2025, an estimated $727.
  • Capital A Wealth Management first reported a position in Broadridge in Q4 2024 and held it in 2 quarters.
  • Capital A Wealth Management's Broadridge position peaked at $727 in Q1 2025.
  • 1,095 funds tracked by Wall St. Rank held Broadridge as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.