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Clarius Group LLC’s Broadridge BR Stock Holding History

Clarius Group LLC’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
Q3 		– Sell
-1,034
Closed -$251K – 408
2025
Q2 		$251K Sell
1,034
-87
-8% -$20.7K 0.01% 405
2025
Q1 		$272K Sell
1,121
-21
-2% -$4.94K 0.02% 380
2024
Q4 		$258K Sell
1,142
-27
-2% -$6.05K 0.02% 351
2024
Q3 		$250K Buy
1,169
+13
+1% +$2.72K 0.02% 365
2024
Q2 		$228K Sell
1,156
-60
-5% -$11.9K 0.02% 387
2024
Q1 		$249K Sell
1,216
-194
-14% -$39.1K 0.02% 396
2023
Q4 		$290K Sell
1,410
-124
-8% -$22.9K 0.02% 360
2023
Q3 		$275K Sell
1,534
-246
-14% -$43.6K 0.03% 358
2023
Q2 		$295K Buy
1,780
+31
+2% +$4.69K 0.02% 396
2023
Q1 		$256K Sell
1,749
-21
-1% -$3K 0.02% 430
2022
Q4 		$237K Sell
1,770
-58
-3% -$8.24K 0.02% 443
2022
Q3 		$264K Buy
1,828
+248
+16% +$40.3K 0.03% 381
2022
Q2 		$225K Sell
1,580
-2,990
-65% -$434K 0.02% 409
2022
Q1 		$835K Hold
4,570
– – 0.07% 163
2021
Q4 		$835K Buy
4,570
+142
+3% +$25K 0.07% 163
2021
Q3 		$738K Buy
4,428
+27
+0.6% +$4.6K 0.07% 157
2021
Q2 		$711K Buy
4,401
+34
+0.8% +$5.43K 0.06% 158
2021
Q1 		$669K Buy
4,367
+33
+0.8% +$4.87K 0.07% 145
2020
Q4 		$664K Buy
4,334
+217
+5% +$31.5K 0.07% 136
2020
Q3 		$543K Buy
4,117
+197
+5% +$26.3K 0.07% 128
2020
Q2 		$495K Buy
+3,920
New +$454K 0.07% 137

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

Clarius Group LLC's BR Position: Q3 2025 in Review

Clarius Group LLC sold out of Broadridge (BR) in Q3 2025, closing a stake of 1,034 shares — an estimated $251K sold.

Clarius Group LLC first reported a position in BR in Q2 2020 and held it in 21 quarters. The position peaked at $835K in Q1 2022. 1,104 funds tracked by Wall St. Rank hold BR as of Q3 2025.

  • Clarius Group LLC reported no remaining Broadridge position as of Q3 2025 after selling out during the quarter.
  • Clarius Group LLC sold 1,034 Broadridge shares in Q3 2025, an estimated $251K.
  • Clarius Group LLC first reported a position in Broadridge in Q2 2020 and held it in 21 quarters.
  • Clarius Group LLC's Broadridge position peaked at $835K in Q1 2022.
  • 1,104 funds tracked by Wall St. Rank held Broadridge as of Q3 2025.

Based on Clarius Group LLC's 13F filing for Q3 2025, filed 14 Oct 2025.