Financial Harvest’s Broadridge BR Stock Holding History

Financial Harvest’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	-3,352	Closed	-$308K	–	59
2025 Q1	$308K	Buy	+3,352	New	+$789K	0.25%	37

Other funds holding BR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return

Financial Harvest's BR Position: Q2 2025 in Review

Financial Harvest sold out of Broadridge (BR) in Q2 2025, closing a stake of 3,352 shares — an estimated $308K sold.

Financial Harvest first reported a position in BR in Q1 2025 and held it in 1 quarter. The position peaked at $308K in Q1 2025. 1,096 funds tracked by Wall St. Rank hold BR as of Q2 2025.

Financial Harvest reported no remaining Broadridge position as of Q2 2025 after selling out during the quarter.
Financial Harvest sold 3,352 Broadridge shares in Q2 2025, an estimated $308K.
Financial Harvest first reported a position in Broadridge in Q1 2025 and held it in 1 quarter.
Financial Harvest's Broadridge position peaked at $308K in Q1 2025.
1,096 funds tracked by Wall St. Rank held Broadridge as of Q2 2025.

Based on Financial Harvest's 13F filing for Q2 2025, filed 14 Jul 2025.