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Checchi Capital Advisers’s Broadridge BR Stock Holding History

Checchi Capital Advisers’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
-825
Closed -$200K – 583
2025
Q1 		$200K Buy
+825
New +$194K 0.01% 563
2016
Q3 		– Sell
-714
Closed -$47K – 502
2016
Q2 		$47K Buy
714
+36
+5% +$2.23K 0.01% 866
2016
Q1 		$40K Buy
+678
New +$37K 0.01% 899

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 $3.38T AUM 44.17% 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

Checchi Capital Advisers's BR Position: Q2 2025 in Review

Checchi Capital Advisers sold out of Broadridge (BR) in Q2 2025, closing a stake of 825 shares — an estimated $200K sold.

Checchi Capital Advisers first reported a position in BR in Q1 2016 and held it in 3 quarters. The position peaked at $200K in Q1 2025. 1,098 funds tracked by Wall St. Rank hold BR as of Q2 2025.

  • Checchi Capital Advisers reported no remaining Broadridge position as of Q2 2025 after selling out during the quarter.
  • Checchi Capital Advisers sold 825 Broadridge shares in Q2 2025, an estimated $200K.
  • Checchi Capital Advisers first reported a position in Broadridge in Q1 2016 and held it in 3 quarters.
  • Checchi Capital Advisers's Broadridge position peaked at $200K in Q1 2025.
  • 1,098 funds tracked by Wall St. Rank held Broadridge as of Q2 2025.

Based on Checchi Capital Advisers's 13F filing for Q2 2025, filed 22 Jul 2025.