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Congress Wealth Management’s Broadridge BR Stock Holding History

Congress Wealth Management’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 		$19.8M Sell
81,531
-939
-1% -$223K 0.19% 128
2025
Q1 		$20M Buy
82,470
+5,228
+7% +$1.23M 0.24% 108
2024
Q4 		$17.5M Buy
77,242
+3,151
+4% +$706K 0.24% 121
2024
Q3 		$15.9M Sell
74,091
-77
-0.1% -$16.1K 0.21% 140
2024
Q2 		$14.6M Sell
74,168
-246
-0.3% -$48.8K 0.23% 124
2024
Q1 		$15.2M Sell
74,414
-2,843
-4% -$573K 0.26% 109
2023
Q4 		$15.9M Buy
77,257
+412
+0.5% +$76K 0.29% 86
2023
Q3 		$13.8M Buy
76,845
+1,089
+1% +$193K 0.28% 88
2023
Q2 		$12.5M Sell
75,756
-1,560
-2% -$236K 0.29% 100
2023
Q1 		$11.3M Buy
77,316
+4,013
+5% +$574K 0.27% 109
2022
Q4 		$9.83M Buy
73,303
+1,889
+3% +$268K 0.25% 125
2022
Q3 		$10.3M Buy
71,414
+1,360
+2% +$221K 0.28% 101
2022
Q2 		$9.98M Buy
70,054
+36
+0.1% +$5.22K 0.26% 115
2022
Q1 		$10.9M Buy
70,018
+1,016
+1% +$156K 0.24% 114
2021
Q4 		$12.6M Buy
+69,002
New +$12.1M 0.25% 109

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

Congress Wealth Management's BR Position: Q2 2025 in Review

Congress Wealth Management reduced its Broadridge (BR) stake by 1.1% in Q2 2025, selling an estimated $223K and leaving 81,531 shares worth $19.8M. The position accounts for 0.19% of the portfolio, ranked #128.

Congress Wealth Management first reported a position in BR in Q4 2021 and has held it in 15 quarters since. The position peaked at $20M in Q1 2025. 1,096 funds tracked by Wall St. Rank hold BR as of Q2 2025.

  • Congress Wealth Management held 81,531 shares of Broadridge worth $19.8M as of Q2 2025.
  • Congress Wealth Management sold 939 Broadridge shares in Q2 2025, an estimated $223K.
  • Broadridge made up 0.19% of Congress Wealth Management's portfolio in Q2 2025, its #128 holding.
  • Congress Wealth Management first reported a position in Broadridge in Q4 2021 and has held it in 15 quarters since.
  • Congress Wealth Management's Broadridge position peaked at $20M in Q1 2025.
  • 1,096 funds tracked by Wall St. Rank held Broadridge as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.