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Cushing Capital Partners’s Broadridge BR Stock Holding History

Cushing Capital Partners’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
-999
Closed -$244K – 84
2025
Q2 		$244K Buy
999
+13
+1% +$3.09K 0.21% 78
2025
Q1 		$240K Sell
986
-3,425
-78% -$806K 0.22% 78
2024
Q4 		$1M Buy
+4,411
New +$988K 0.96% 36

Other funds holding BR

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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

Cushing Capital Partners's BR Position: Q3 2025 in Review

Cushing Capital Partners sold out of Broadridge (BR) in Q3 2025, closing a stake of 999 shares — an estimated $244K sold.

Cushing Capital Partners first reported a position in BR in Q4 2024 and held it in 3 quarters. The position peaked at $1M in Q4 2024. 1,103 funds tracked by Wall St. Rank hold BR as of Q3 2025.

  • Cushing Capital Partners reported no remaining Broadridge position as of Q3 2025 after selling out during the quarter.
  • Cushing Capital Partners sold 999 Broadridge shares in Q3 2025, an estimated $244K.
  • Cushing Capital Partners first reported a position in Broadridge in Q4 2024 and held it in 3 quarters.
  • Cushing Capital Partners's Broadridge position peaked at $1M in Q4 2024.
  • 1,103 funds tracked by Wall St. Rank held Broadridge as of Q3 2025.

Based on Cushing Capital Partners's 13F filing for Q3 2025, filed 15 Oct 2025.