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First Affirmative Financial Network’s Broadridge BR Stock Holding History

First Affirmative Financial Network’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
Q3 		– Sell
-883
Closed -$215K – 301
2025
Q2 		$215K Sell
883
-189
-18% -$44.9K 0.11% 239
2025
Q1 		$260K Sell
1,072
-229
-18% -$53.9K 0.16% 179
2024
Q4 		$294K Sell
1,301
-176
-12% -$39.4K 0.17% 157
2024
Q3 		$318K Sell
1,477
-334
-18% -$69.9K 0.17% 161
2024
Q2 		$357K Buy
1,811
+83
+5% +$16.5K 0.25% 123
2024
Q1 		$354K Buy
1,728
+72
+4% +$14.5K 0.26% 122
2023
Q4 		$341K Buy
1,656
+237
+17% +$43.7K 0.27% 120
2023
Q3 		$254K Buy
+1,419
New +$251K 0.25% 132

Other funds holding BR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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 $149B AUM 24.71% 1-Year Est. Return

First Affirmative Financial Network's BR Position: Q3 2025 in Review

First Affirmative Financial Network sold out of Broadridge (BR) in Q3 2025, closing a stake of 883 shares — an estimated $215K sold.

First Affirmative Financial Network first reported a position in BR in Q3 2023 and held it in 8 quarters. The position peaked at $357K in Q2 2024. 1,103 funds tracked by Wall St. Rank hold BR as of Q3 2025.

  • First Affirmative Financial Network reported no remaining Broadridge position as of Q3 2025 after selling out during the quarter.
  • First Affirmative Financial Network sold 883 Broadridge shares in Q3 2025, an estimated $215K.
  • First Affirmative Financial Network first reported a position in Broadridge in Q3 2023 and held it in 8 quarters.
  • First Affirmative Financial Network's Broadridge position peaked at $357K in Q2 2024.
  • 1,103 funds tracked by Wall St. Rank held Broadridge as of Q3 2025.

Based on First Affirmative Financial Network's 13F filing for Q3 2025, filed 20 Nov 2025.