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Creekmur Asset Management’s Broadridge BR Stock Holding History

Creekmur Asset 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
Q3 		$739K Sell
3,103
-1,127
-27% -$281K 0.12% 98
2025
Q2 		$1.03M Buy
4,230
+1,388
+49% +$330K 0.18% 85
2025
Q1 		$689K Buy
+2,842
New +$669K 0.14% 79

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

Creekmur Asset Management's BR Position: Q3 2025 in Review

Creekmur Asset Management reduced its Broadridge (BR) stake by 27% in Q3 2025, selling an estimated $281K and leaving 3,103 shares worth $739K. The position accounts for 0.12% of the portfolio, ranked #98.

Creekmur Asset Management first reported a position in BR in Q1 2025 and has held it in 3 quarters since. The position peaked at $1.03M in Q2 2025. 1,103 funds tracked by Wall St. Rank hold BR as of Q3 2025.

  • Creekmur Asset Management held 3,103 shares of Broadridge worth $739K as of Q3 2025.
  • Creekmur Asset Management sold 1,127 Broadridge shares in Q3 2025, an estimated $281K.
  • Broadridge made up 0.12% of Creekmur Asset Management's portfolio in Q3 2025, its #98 holding.
  • Creekmur Asset Management first reported a position in Broadridge in Q1 2025 and has held it in 3 quarters since.
  • Creekmur Asset Management's Broadridge position peaked at $1.03M in Q2 2025.
  • 1,103 funds tracked by Wall St. Rank held Broadridge as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.