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Enterprise Bank & Trust’s Broadridge BR Stock Holding History

Enterprise Bank & Trust’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
Q2 		$292K Hold
1,201
– – 0.11% 112
2025
Q1 		$291K Hold
1,201
– – 0.11% 109
2024
Q4 		$272K Hold
1,201
– – 0.09% 113
2024
Q3 		$258K Hold
1,201
– – 0.08% 110
2024
Q2 		$237K Hold
1,201
– – 0.08% 113
2024
Q1 		$246K Hold
1,201
– – 0.08% 112
2023
Q4 		$247K Buy
+1,201
New +$222K 0.09% 112

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

Enterprise Bank & Trust's BR Position: Q2 2025 in Review

Enterprise Bank & Trust held its Broadridge (BR) position steady in Q2 2025 at 1,201 shares worth $292K. The position accounts for 0.11% of the portfolio, ranked #112.

Enterprise Bank & Trust first reported a position in BR in Q4 2023 and has held it in 7 quarters since. 1,096 funds tracked by Wall St. Rank hold BR as of Q2 2025.

  • Enterprise Bank & Trust held 1,201 shares of Broadridge worth $292K as of Q2 2025.
  • Enterprise Bank & Trust left its Broadridge share count unchanged in Q2 2025.
  • Broadridge made up 0.11% of Enterprise Bank & Trust's portfolio in Q2 2025, its #112 holding.
  • Enterprise Bank & Trust first reported a position in Broadridge in Q4 2023 and has held it in 7 quarters since.
  • 1,096 funds tracked by Wall St. Rank held Broadridge as of Q2 2025.

Based on Enterprise Bank & Trust's 13F filing for Q2 2025, filed 7 Jul 2025.