Court Place Advisors’s Broadridge BR Stock Holding History

Court Place 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 Q3	$517K	Hold	2,170	–	–	0.16%	96
2025 Q2	$527K	Hold	2,170	–	–	0.17%	93
2025 Q1	$526K	Sell	2,170 -6	-0.3%	-$1.41K	0.17%	91
2024 Q4	$492K	Sell	2,176 -250	-10%	-$56K	0.16%	96
2024 Q3	$522K	Hold	2,426	–	–	0.15%	104
2024 Q2	$478K	Buy	2,426 +474	+24%	+$94K	0.15%	102
2024 Q1	$400K	Sell	1,952 -474	-20%	-$95.6K	0.13%	107
2023 Q4	$499K	Hold	2,426	–	–	0.16%	95
2023 Q3	$434K	Hold	2,426	–	–	0.15%	105
2023 Q2	$402K	Hold	2,426	–	–	0.14%	107
2023 Q1	$356K	Hold	2,426	–	–	0.13%	117
2022 Q4	$325K	Hold	2,426	–	–	0.12%	124
2022 Q3	$350K	Hold	2,426	–	–	0.14%	115
2022 Q2	$346K	Hold	2,426	–	–	0.13%	123
2022 Q1	$378K	Hold	2,426	–	–	0.12%	127
2021 Q4	$444K	Hold	2,426	–	–	0.12%	123
2021 Q3	$404K	Hold	2,426	–	–	0.12%	127
2021 Q2	$392K	Hold	2,426	–	–	0.11%	132
2021 Q1	$371K	Buy	2,426 +109	+5%	+$16.1K	0.12%	132
2020 Q4	$355K	Hold	2,317	–	–	0.12%	127
2020 Q3	$306K	Hold	2,317	–	–	0.11%	126
2020 Q2	$292K	Hold	2,317	–	–	0.11%	132
2020 Q1	$220K	Hold	2,317	–	–	0.1%	144
2019 Q4	$286K	Hold	2,317	–	–	0.1%	144
2019 Q3	$288K	Hold	2,317	–	–	0.11%	142
2019 Q2	$296K	Hold	2,317	–	–	0.12%	141
2019 Q1	$240K	Hold	2,317	–	–	0.1%	156
2018 Q4	$223K	Hold	2,317	–	–	0.1%	148
2018 Q3	$306K	Hold	2,317	–	–	0.12%	133
2018 Q2	$267K	Hold	2,317	–	–	0.11%	141
2018 Q1	$254K	Hold	2,317	–	–	0.11%	143
2017 Q4	$210K	Buy	+2,317	New	+$202K	0.09%	158

Other funds holding BR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return

Court Place Advisors's BR Position: Q3 2025 in Review

Court Place Advisors held its Broadridge (BR) position steady in Q3 2025 at 2,170 shares worth $517K. The position accounts for 0.16% of the portfolio, ranked #96.

Court Place Advisors first reported a position in BR in Q4 2017 and has held it in 32 quarters since. The position peaked at $527K in Q2 2025. 1,104 funds tracked by Wall St. Rank hold BR as of Q3 2025.

Court Place Advisors held 2,170 shares of Broadridge worth $517K as of Q3 2025.
Court Place Advisors left its Broadridge share count unchanged in Q3 2025.
Broadridge made up 0.16% of Court Place Advisors's portfolio in Q3 2025, its #96 holding.
Court Place Advisors first reported a position in Broadridge in Q4 2017 and has held it in 32 quarters since.
Court Place Advisors's Broadridge position peaked at $527K in Q2 2025.
1,104 funds tracked by Wall St. Rank held Broadridge as of Q3 2025.

Based on Court Place Advisors's 13F filing for Q3 2025, filed 25 Nov 2025.