Capital Group Private Client Services’s Broadridge BR Stock Holding History

Capital Group Private Client Services’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	-12,254	Closed	-$2.98M	–	281
2025 Q2	$2.98M	Sell	12,254 -1,345	-10%	-$320K	0.03%	200
2025 Q1	$3.3M	Sell	13,599 -29,219	-68%	-$6.88M	0.03%	186
2024 Q4	$9.68M	Sell	42,818 -957	-2%	-$214K	0.09%	157
2024 Q3	$9.41M	Sell	43,775 -537	-1%	-$112K	0.09%	157
2024 Q2	$8.73M	Sell	44,312 -634	-1%	-$126K	0.09%	153
2024 Q1	$9.21M	Buy	44,946 +584	+1%	+$118K	0.09%	146
2023 Q4	$9.13M	Sell	44,362 -1,993	-4%	-$368K	0.09%	143
2023 Q3	$8.3M	Sell	46,355 -764	-2%	-$135K	0.1%	140
2023 Q2	$7.8M	Buy	47,119 +32,024	+212%	+$4.85M	0.09%	134
2023 Q1	$2.21M	Buy	+15,095	New	+$2.16M	0.03%	166

Other funds holding BR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Capital Group Private Client Services's BR Position: Q3 2025 in Review

Capital Group Private Client Services sold out of Broadridge (BR) in Q3 2025, closing a stake of 12,254 shares — an estimated $2.98M sold.

Capital Group Private Client Services first reported a position in BR in Q1 2023 and held it in 10 quarters. The position peaked at $9.68M in Q4 2024. 1,107 funds tracked by Wall St. Rank hold BR as of Q3 2025.

Capital Group Private Client Services reported no remaining Broadridge position as of Q3 2025 after selling out during the quarter.
Capital Group Private Client Services sold 12,254 Broadridge shares in Q3 2025, an estimated $2.98M.
Capital Group Private Client Services first reported a position in Broadridge in Q1 2023 and held it in 10 quarters.
Capital Group Private Client Services's Broadridge position peaked at $9.68M in Q4 2024.
1,107 funds tracked by Wall St. Rank held Broadridge as of Q3 2025.

Based on Capital Group Private Client Services's 13F filing for Q3 2025, filed 13 Nov 2025.