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Delta Financial Group’s Broadridge BR Stock Holding History

Delta Financial Group’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
Q1 		$785K Hold
3,328
– – 0.18% 95
2024
Q4 		$752K Hold
3,328
– – 0.18% 94
2024
Q3 		$716K Hold
3,328
– – 0.27% 56
2024
Q2 		$656K Buy
3,328
+33
+1% +$6.55K 0.28% 51
2024
Q1 		$675K Hold
3,295
– – 0.2% 97
2023
Q4 		$678K Hold
3,295
– – 0.21% 87
2023
Q3 		$590K Buy
3,295
+65
+2% +$11.5K 0.2% 87
2023
Q2 		$535K Hold
3,230
– – 0.63% 41
2023
Q1 		$473K Hold
3,230
– – 0.19% 95
2022
Q4 		$438K Buy
+3,230
New +$459K 0.19% 94

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
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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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

Delta Financial Group's BR Position: Q1 2025 in Review

Delta Financial Group held its Broadridge (BR) position steady in Q1 2025 at 3,328 shares worth $785K. The position accounts for 0.18% of the portfolio, ranked #95.

Delta Financial Group first reported a position in BR in Q4 2022 and has held it in 10 quarters since. 1,107 funds tracked by Wall St. Rank hold BR as of Q1 2025.

  • Delta Financial Group held 3,328 shares of Broadridge worth $785K as of Q1 2025.
  • Delta Financial Group left its Broadridge share count unchanged in Q1 2025.
  • Broadridge made up 0.18% of Delta Financial Group's portfolio in Q1 2025, its #95 holding.
  • Delta Financial Group first reported a position in Broadridge in Q4 2022 and has held it in 10 quarters since.
  • 1,107 funds tracked by Wall St. Rank held Broadridge as of Q1 2025.

Based on Delta Financial Group's 13F filing for Q1 2025, filed 9 May 2025.