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Fairfield Financial Advisors’s Broadridge BR Stock Holding History

Fairfield Financial Advisors’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 		– Sell
-80
Closed -$18.1K – 89
2024
Q4 		$18.1K Hold
80
– – 0.01% 175
2024
Q3 		$17.2K Hold
80
– – 0.01% 196
2024
Q2 		$15.8K Buy
+80
New +$15.9K ﹤0.01% 189
2023
Q4 		$16.5K Hold
80
– – 0.01% 212
2023
Q3 		$14.3K Hold
80
– – 0.01% 203
2023
Q2 		$13.3K Hold
80
– – 0.01% 217
2023
Q1 		$11.6K Hold
80
– – 0.01% 231
2022
Q4 		$10.7K Hold
80
– – ﹤0.01% 213
2022
Q3 		$11.5K Hold
80
– – 0.01% 202
2022
Q2 		$11.4K Sell
80
-80
-50% -$11.6K 0.01% 195
2022
Q1 		$24.9K Buy
+160
New +$24.6K 0.01% 167

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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

Fairfield Financial Advisors's BR Position: Q1 2025 in Review

Fairfield Financial Advisors sold out of Broadridge (BR) in Q1 2025, closing a stake of 80 shares — an estimated $18.1K sold.

Fairfield Financial Advisors first reported a position in BR in Q1 2022 and held it in 11 quarters. The position peaked at $24.9K in Q1 2022. 1,112 funds tracked by Wall St. Rank hold BR as of Q1 2025.

  • Fairfield Financial Advisors reported no remaining Broadridge position as of Q1 2025 after selling out during the quarter.
  • Fairfield Financial Advisors sold 80 Broadridge shares in Q1 2025, an estimated $18.1K.
  • Fairfield Financial Advisors first reported a position in Broadridge in Q1 2022 and held it in 11 quarters.
  • Fairfield Financial Advisors's Broadridge position peaked at $24.9K in Q1 2022.
  • 1,112 funds tracked by Wall St. Rank held Broadridge as of Q1 2025.

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