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Evergreen Private Wealth’s Broadridge BR Stock Holding History

Evergreen Private Wealth’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
-141
Closed -$33.6K – 107
2025
Q3 		$33.6K Buy
141
+4
+3% +$996 0.01% 122
2025
Q2 		$33.3K Sell
137
-37
-21% -$8.79K 0.01% 127
2025
Q1 		$42.2K Hold
174
– – 0.02% 117
2024
Q4 		$39.3K Hold
174
– – 0.02% 124
2024
Q3 		$37.4K Buy
+174
New +$36.4K 0.02% 125

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 $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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 $999B AUM 46.22% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Evergreen Private Wealth's BR Position: Q4 2025 in Review

Evergreen Private Wealth sold out of Broadridge (BR) in Q4 2025, closing a stake of 141 shares — an estimated $33.6K sold.

Evergreen Private Wealth first reported a position in BR in Q3 2024 and held it in 5 quarters. The position peaked at $42.2K in Q1 2025. 1,137 funds tracked by Wall St. Rank hold BR as of Q4 2025.

  • Evergreen Private Wealth reported no remaining Broadridge position as of Q4 2025 after selling out during the quarter.
  • Evergreen Private Wealth sold 141 Broadridge shares in Q4 2025, an estimated $33.6K.
  • Evergreen Private Wealth first reported a position in Broadridge in Q3 2024 and held it in 5 quarters.
  • Evergreen Private Wealth's Broadridge position peaked at $42.2K in Q1 2025.
  • 1,137 funds tracked by Wall St. Rank held Broadridge as of Q4 2025.

Based on Evergreen Private Wealth's 13F filing for Q4 2025, filed 28 Jan 2026.