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Fiduciary Planning’s Broadridge BR Stock Holding History

Fiduciary Planning’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 		– Sell
-1,038
Closed -$252K – 78
2025
Q1 		$252K Buy
1,038
+4
+0.4% +$941 0.08% 66
2024
Q4 		$234K Buy
1,034
+3
+0.3% +$672 0.08% 70
2024
Q3 		$222K Sell
1,031
-16
-2% -$3.35K 0.08% 59
2024
Q2 		$206K Sell
1,047
-6
-0.6% -$1.19K 0.07% 60
2024
Q1 		$216K Sell
1,053
-19
-2% -$3.83K 0.08% 53
2023
Q4 		$220K Sell
1,072
-3,840
-78% -$708K 0.09% 51
2023
Q3 		$879K Sell
4,912
-2,624
-35% -$465K 0.42% 37
2023
Q2 		$1.25M Buy
7,536
+145
+2% +$21.9K 0.57% 21
2023
Q1 		$1.08M Sell
7,391
-43
-0.6% -$6.15K 0.51% 23
2022
Q4 		$997K Buy
7,434
+182
+3% +$25.9K 0.48% 25
2022
Q3 		$1.05M Sell
7,252
-133
-2% -$21.6K 0.54% 15
2022
Q2 		$1.05M Buy
7,385
+1,313
+22% +$191K 0.52% 16
2022
Q1 		$945K Buy
6,072
+1,023
+20% +$157K 0.52% 20
2021
Q4 		$923K Buy
5,049
+78
+2% +$13.7K 0.52% 21
2021
Q3 		$828K Buy
4,971
+2,128
+75% +$362K 0.44% 32
2021
Q2 		$459K Buy
+2,843
New +$454K 0.4% 43

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 $1.89T 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

Fiduciary Planning's BR Position: Q2 2025 in Review

Fiduciary Planning sold out of Broadridge (BR) in Q2 2025, closing a stake of 1,038 shares — an estimated $252K sold.

Fiduciary Planning first reported a position in BR in Q2 2021 and held it in 16 quarters. The position peaked at $1.25M in Q2 2023. 1,096 funds tracked by Wall St. Rank hold BR as of Q2 2025.

  • Fiduciary Planning reported no remaining Broadridge position as of Q2 2025 after selling out during the quarter.
  • Fiduciary Planning sold 1,038 Broadridge shares in Q2 2025, an estimated $252K.
  • Fiduciary Planning first reported a position in Broadridge in Q2 2021 and held it in 16 quarters.
  • Fiduciary Planning's Broadridge position peaked at $1.25M in Q2 2023.
  • 1,096 funds tracked by Wall St. Rank held Broadridge as of Q2 2025.

Based on Fiduciary Planning's 13F filing for Q2 2025, filed 30 Jul 2025.