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CHB Investment Group’s Broadridge BR Stock Holding History

CHB Investment Group’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 		$3.81M Buy
+15,672
New +$3.72M 1.94% 12

Other funds holding BR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

CHB Investment Group's BR Position: Q2 2025 in Review

CHB Investment Group opened a new position in Broadridge (BR) in Q2 2025: 15,672 shares worth $3.81M. The stake represents 1.94% of the portfolio and ranks #12 among its holdings.

1,096 funds tracked by Wall St. Rank hold BR as of Q2 2025.

  • CHB Investment Group held 15,672 shares of Broadridge worth $3.81M as of Q2 2025.
  • Broadridge was a new CHB Investment Group position in Q2 2025.
  • Broadridge made up 1.94% of CHB Investment Group's portfolio in Q2 2025, its #12 holding.
  • 1,096 funds tracked by Wall St. Rank held Broadridge as of Q2 2025.

Based on CHB Investment Group's 13F filing for Q2 2025, filed 15 Jul 2025.