CA
BR icon

Claro Advisors’s Broadridge BR Stock Holding History

Claro 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
-1,095
Closed -$266K – 391
2025
Q1 		$266K Sell
1,095
-38
-3% -$8.94K 0.04% 419
2024
Q4 		$256K Buy
1,133
+23
+2% +$5.15K 0.03% 398
2024
Q3 		$239K Buy
1,110
+17
+2% +$3.56K 0.03% 437
2024
Q2 		$215K Sell
1,093
-2
-0.2% -$397 0.03% 395
2024
Q1 		$224K Buy
1,095
+10
+0.9% +$2.02K 0.04% 378
2023
Q4 		$223K Sell
1,085
-75
-6% -$13.8K 0.05% 354
2023
Q3 		$208K Sell
1,160
-59
-5% -$10.4K 0.05% 342
2023
Q2 		$202K Buy
+1,219
New +$184K 0.05% 348
2019
Q1 		– Sell
-814
Closed -$107K – 249
2018
Q4 		$107K Buy
+814
New +$88.1K 0.09% 219

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

Claro Advisors's BR Position: Q2 2025 in Review

Claro Advisors sold out of Broadridge (BR) in Q2 2025, closing a stake of 1,095 shares — an estimated $266K sold.

Claro Advisors first reported a position in BR in Q4 2018 and held it in 9 quarters. The position peaked at $266K in Q1 2025. 1,096 funds tracked by Wall St. Rank hold BR as of Q2 2025.

  • Claro Advisors reported no remaining Broadridge position as of Q2 2025 after selling out during the quarter.
  • Claro Advisors sold 1,095 Broadridge shares in Q2 2025, an estimated $266K.
  • Claro Advisors first reported a position in Broadridge in Q4 2018 and held it in 9 quarters.
  • Claro Advisors's Broadridge position peaked at $266K in Q1 2025.
  • 1,096 funds tracked by Wall St. Rank held Broadridge as of Q2 2025.

Based on Claro Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.