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Catalyst Capital Advisors’s Broadridge BR Stock Holding History

Catalyst Capital Advisors’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
2018
Q3 		– Sell
-14
Closed -$43K – 457
2018
Q2 		$43K Hold
14
– – ﹤0.01% 298
2018
Q1 		$36K Buy
+14
New +$1.39K ﹤0.01% 298

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Catalyst Capital Advisors's BR Position: Q4 2025 in Review

Catalyst Capital Advisors sold out of Broadridge (BR) in Q4 2025, closing a stake of 434 shares — an estimated $103K sold.

Catalyst Capital Advisors first reported a position in BR in Q4 2013 and held it in 36 quarters. The position peaked at $4.91M in Q3 2018. 1,131 funds tracked by Wall St. Rank hold BR as of Q4 2025.

  • Catalyst Capital Advisors reported no remaining Broadridge position as of Q4 2025 after selling out during the quarter.
  • Catalyst Capital Advisors sold 434 Broadridge shares in Q4 2025, an estimated $103K.
  • Catalyst Capital Advisors first reported a position in Broadridge in Q4 2013 and held it in 36 quarters.
  • Catalyst Capital Advisors's Broadridge position peaked at $4.91M in Q3 2018.
  • 1,131 funds tracked by Wall St. Rank held Broadridge as of Q4 2025.

Based on Catalyst Capital Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.