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Choate Investment Advisors’s Broadridge BR Stock Holding History

Choate Investment 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
2026
Q1 		– Sell
-1,158
Closed -$258K – 441
2025
Q4 		$258K Hold
1,158
– – 0.01% 391
2025
Q3 		$276K Hold
1,158
– – 0.01% 366
2025
Q2 		$281K Sell
1,158
-3
-0.3% -$713 0.01% 348
2025
Q1 		$281K Sell
1,161
-136
-10% -$32K 0.01% 337
2024
Q4 		$293K Sell
1,297
-24
-2% -$5.38K 0.01% 334
2024
Q3 		$284K Sell
1,321
-91
-6% -$19K 0.01% 324
2024
Q2 		$278K Buy
1,412
+200
+17% +$39.7K 0.01% 316
2024
Q1 		$248K Buy
1,212
+21
+2% +$4.24K 0.01% 358
2023
Q4 		$245K Buy
+1,191
New +$220K 0.01% 332
2019
Q3 		– Sell
-1,589
Closed -$203K – 230
2019
Q2 		$203K Buy
+1,589
New +$191K 0.01% 223
2018
Q4 		– Sell
-1,589
Closed -$210K – 226
2018
Q3 		$210K Buy
+1,589
New +$202K 0.01% 188
2018
Q1 		– Sell
-2,559
Closed -$232K – 234
2017
Q4 		$232K Hold
2,559
– – 0.01% 221
2017
Q3 		$207K Buy
+2,559
New +$197K 0.01% 241

Other funds holding BR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Choate Investment Advisors's BR Position: Q1 2026 in Review

Choate Investment Advisors sold out of Broadridge (BR) in Q1 2026, closing a stake of 1,158 shares — an estimated $258K sold.

Choate Investment Advisors first reported a position in BR in Q3 2017 and held it in 13 quarters. The position peaked at $293K in Q4 2024. 1,054 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • Choate Investment Advisors reported no remaining Broadridge position as of Q1 2026 after selling out during the quarter.
  • Choate Investment Advisors sold 1,158 Broadridge shares in Q1 2026, an estimated $258K.
  • Choate Investment Advisors first reported a position in Broadridge in Q3 2017 and held it in 13 quarters.
  • Choate Investment Advisors's Broadridge position peaked at $293K in Q4 2024.
  • 1,054 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Choate Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.