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Essex Savings Bank’s Broadridge BR Stock Holding History

Essex Savings Bank’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
Q4 		– Sell
-855
Closed -$204K – 316
2025
Q3 		$204K Buy
855
+1
+0.1% +$249 0.05% 305
2025
Q2 		$208K Buy
854
+8
+0.9% +$1.9K 0.05% 300
2025
Q1 		$205K Buy
+846
New +$199K 0.05% 288
2019
Q2 		– Sell
-170
Closed -$18K – 760
2019
Q1 		$18K Hold
170
– – 0.01% 440
2018
Q4 		$16K Buy
+170
New +$18.4K 0.01% 451

Other funds holding BR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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 $180B AUM 37.51% 1-Year Est. Return

Essex Savings Bank's BR Position: Q4 2025 in Review

Essex Savings Bank sold out of Broadridge (BR) in Q4 2025, closing a stake of 855 shares — an estimated $204K sold.

Essex Savings Bank first reported a position in BR in Q4 2018 and held it in 5 quarters. The position peaked at $208K in Q2 2025. 1,132 funds tracked by Wall St. Rank hold BR as of Q4 2025.

  • Essex Savings Bank reported no remaining Broadridge position as of Q4 2025 after selling out during the quarter.
  • Essex Savings Bank sold 855 Broadridge shares in Q4 2025, an estimated $204K.
  • Essex Savings Bank first reported a position in Broadridge in Q4 2018 and held it in 5 quarters.
  • Essex Savings Bank's Broadridge position peaked at $208K in Q2 2025.
  • 1,132 funds tracked by Wall St. Rank held Broadridge as of Q4 2025.

Based on Essex Savings Bank's 13F filing for Q4 2025, filed 2 Feb 2026.