EFG Asset Management (Americas)’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.29M | Sell |
5,423
-582
| -10% | -$145K | 0.22% | 110 |
|
|
2025
Q2 | $1.46M | Sell |
6,005
-990
| -14% | -$235K | 0.27% | 106 |
|
|
2025
Q1 | $1.7M | Sell |
6,995
-36
| -0.5% | -$8.47K | 0.34% | 85 |
|
|
2024
Q4 | $1.59M | Buy |
7,031
+164
| +2% | +$36.7K | 0.31% | 93 |
|
|
2024
Q3 | $1.48M | Sell |
6,867
-269
| -4% | -$56.3K | 0.29% | 93 |
|
|
2024
Q2 | $1.41M | Buy |
7,136
+1,876
| +36% | +$372K | 0.28% | 97 |
|
|
2024
Q1 | $1.08M | Sell |
5,260
-1,471
| -22% | -$297K | 0.33% | 84 |
|
|
2023
Q4 | $1.38M | Sell |
6,731
-525
| -7% | -$96.9K | 0.3% | 90 |
|
|
2023
Q3 | $1.3M | Sell |
7,256
-255
| -3% | -$45.2K | 0.31% | 88 |
|
|
2023
Q2 | $1.24M | Sell |
7,511
-90
| -1% | -$13.6K | 0.29% | 90 |
|
|
2023
Q1 | $1.11M | Buy |
7,601
+288
| +4% | +$41.2K | 0.27% | 94 |
|
|
2022
Q4 | $981K | Buy |
7,313
+442
| +6% | +$62.8K | 0.24% | 94 |
|
|
2022
Q3 | $992K | Sell |
6,871
-329
| -5% | -$53.4K | 0.25% | 89 |
|
|
2022
Q2 | $1.03M | Buy |
7,200
+1,022
| +17% | +$148K | 0.24% | 91 |
|
|
2022
Q1 | $962K | Buy |
6,178
+148
| +2% | +$22.7K | 0.18% | 93 |
|
|
2021
Q4 | $1.1M | Sell |
6,030
-752
| -11% | -$132K | 0.19% | 91 |
|
|
2021
Q3 | $1.13M | Buy |
6,782
+345
| +5% | +$58.8K | 0.2% | 88 |
|
|
2021
Q2 | $1.04M | Buy |
6,437
+335
| +5% | +$53.5K | 0.19% | 93 |
|
|
2021
Q1 | $934K | Sell |
6,102
-602
| -9% | -$88.9K | 0.19% | 95 |
|
|
2020
Q4 | $1.03M | Buy |
6,704
+333
| +5% | +$48.3K | 0.21% | 93 |
|
|
2020
Q3 | $841K | Buy |
+6,371
| New | +$852K | 0.19% | 100 |
|
|
2020
Q2 | – | Sell |
-16,929
| Closed | -$1.6M | – | 124 |
|
|
2020
Q1 | $1.6M | Sell |
16,929
-7,560
| -31% | -$863K | 0.52% | 66 |
|
|
2019
Q4 | $3.02M | Sell |
24,489
-17,132
| -41% | -$2.09M | 0.8% | 51 |
|
|
2019
Q3 | $5.18M | Sell |
41,621
-834
| -2% | -$107K | 1.56% | 21 |
|
|
2019
Q2 | $5.42M | Sell |
42,455
-68
| -0.2% | -$8.19K | 1.54% | 17 |
|
|
2019
Q1 | $4.41M | Buy |
42,523
+8,994
| +27% | +$902K | 1.34% | 24 |
|
|
2018
Q4 | $3.23M | Sell |
33,529
-8,039
| -19% | -$870K | 1.16% | 33 |
|
|
2018
Q3 | $5.49M | Buy |
41,568
+943
| +2% | +$120K | 1.57% | 19 |
|
|
2018
Q2 | $4.68M | Buy |
40,625
+7,777
| +24% | +$878K | 1.41% | 21 |
|
|
2018
Q1 | $3.6M | Sell |
32,848
-3,973
| -11% | -$395K | 1.49% | 18 |
|
|
2017
Q4 | $3.33M | Sell |
36,821
-3,112
| -8% | -$272K | 1.21% | 26 |
|
|
2017
Q3 | $3.23M | Buy |
39,933
+1,429
| +4% | +$110K | 1.22% | 21 |
|
|
2017
Q2 | $2.91M | Buy |
38,504
+5,855
| +18% | +$423K | 1.1% | 25 |
|
|
2017
Q1 | $2.22M | Sell |
32,649
-3,378
| -9% | -$229K | 0.86% | 31 |
|
|
2016
Q4 | $2.39M | Sell |
36,027
-2,293
| -6% | -$149K | 1.04% | 32 |
|
|
2016
Q3 | $2.6M | Sell |
38,320
-1,066
| -3% | -$72.8K | 1.1% | 30 |
|
|
2016
Q2 | $2.57M | Buy |
39,386
+3,212
| +9% | +$199K | 1.21% | 26 |
|
|
2016
Q1 | $2.15M | Buy |
36,174
+3,927
| +12% | +$214K | 1.07% | 31 |
|
|
2015
Q4 | $1.54M | Buy |
32,247
+8,639
| +37% | +$485K | 0.96% | 30 |
|
|
2015
Q3 | $1.31M | Buy |
23,608
+15,063
| +176% | +$810K | 0.81% | 30 |
|
|
2015
Q2 | $463K | Buy |
8,545
+871
| +11% | +$46.4K | 0.28% | 64 |
|
|
2015
Q1 | $422K | Buy |
7,674
+931
| +14% | +$47.3K | 0.33% | 50 |
|
|
2014
Q4 | $311K | Buy |
+6,743
| New | +$295K | 0.19% | 69 |
|
Other funds holding BR
EFG Asset Management (Americas)'s BR Position: Q3 2025 in Review
EFG Asset Management (Americas) reduced its Broadridge (BR) stake by 9.7% in Q3 2025, selling an estimated $145K and leaving 5,423 shares worth $1.29M. The position accounts for 0.22% of the portfolio, ranked #110.
EFG Asset Management (Americas) first reported a position in BR in Q4 2014 and has held it in 43 quarters since. The position peaked at $5.49M in Q3 2018. 1,103 funds tracked by Wall St. Rank hold BR as of Q3 2025.
- EFG Asset Management (Americas) held 5,423 shares of Broadridge worth $1.29M as of Q3 2025.
- EFG Asset Management (Americas) sold 582 Broadridge shares in Q3 2025, an estimated $145K.
- Broadridge made up 0.22% of EFG Asset Management (Americas)'s portfolio in Q3 2025, its #110 holding.
- EFG Asset Management (Americas) first reported a position in Broadridge in Q4 2014 and has held it in 43 quarters since.
- EFG Asset Management (Americas)'s Broadridge position peaked at $5.49M in Q3 2018.
- 1,103 funds tracked by Wall St. Rank held Broadridge as of Q3 2025.
Based on EFG Asset Management (Americas)'s 13F filing for Q3 2025, filed 14 Nov 2025.