Centerpoint Advisors’s Broadridge BR Stock Holding History

Centerpoint 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
2025 Q2	–	Sell	-51	Closed	-$12K	–	390
2025 Q1	$12K	Sell	51 -38	-43%	-$8.94K	﹤0.01%	306
2024 Q4	$20K	Hold	89	–	–	0.01%	264
2024 Q3	$19K	Sell	89 -19	-18%	-$3.97K	0.01%	280
2024 Q2	$21K	Sell	108 -1	-0.9%	-$198	0.01%	254
2024 Q1	$22K	Hold	109	–	–	0.01%	228
2023 Q4	$22K	Hold	109	–	–	0.01%	217
2023 Q3	$20K	Sell	109 -1	-0.9%	-$177	0.01%	224
2023 Q2	$18K	Hold	110	–	–	0.01%	265
2023 Q1	$16K	Buy	110 +22	+25%	+$3.15K	0.01%	293
2022 Q4	$12K	Buy	+88	New	+$12.5K	0.01%	285
2020 Q2	–	Sell	-53	Closed	-$5K	–	268
2020 Q1	$5K	Hold	53	–	–	0.01%	170
2019 Q4	$7K	Hold	53	–	–	0.01%	180
2019 Q3	$7K	Hold	53	–	–	0.01%	172
2019 Q2	$7K	Hold	53	–	–	0.01%	171
2019 Q1	$5K	Hold	53	–	–	﹤0.01%	183
2018 Q4	$5K	Hold	53	–	–	﹤0.01%	176
2018 Q3	$7K	Sell	53 -30	-36%	-$3.81K	0.01%	163
2018 Q2	$10K	Buy	+83	New	+$9.37K	0.01%	178

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 $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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

Centerpoint Advisors's BR Position: Q2 2025 in Review

Centerpoint Advisors sold out of Broadridge (BR) in Q2 2025, closing a stake of 51 shares — an estimated $12K sold.

Centerpoint Advisors first reported a position in BR in Q2 2018 and held it in 18 quarters. The position peaked at $22K in Q1 2024. 1,096 funds tracked by Wall St. Rank hold BR as of Q2 2025.

Centerpoint Advisors reported no remaining Broadridge position as of Q2 2025 after selling out during the quarter.
Centerpoint Advisors sold 51 Broadridge shares in Q2 2025, an estimated $12K.
Centerpoint Advisors first reported a position in Broadridge in Q2 2018 and held it in 18 quarters.
Centerpoint Advisors's Broadridge position peaked at $22K in Q1 2024.
1,096 funds tracked by Wall St. Rank held Broadridge as of Q2 2025.

Based on Centerpoint Advisors's 13F filing for Q2 2025, filed 1 Aug 2025.