First Horizon Advisors’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $200K | Sell |
823
-451
| -35% | -$107K | 0.01% | 521 |
|
|
2025
Q1 | $309K | Buy |
1,274
+82
| +7% | +$19.3K | 0.01% | 425 |
|
|
2024
Q4 | $270K | Buy |
1,192
+87
| +8% | +$19.5K | 0.01% | 455 |
|
|
2024
Q3 | $238K | Buy |
1,105
+160
| +17% | +$33.5K | 0.01% | 495 |
|
|
2024
Q2 | $186K | Buy |
945
+152
| +19% | +$30.2K | 0.01% | 529 |
|
|
2024
Q1 | $162K | Sell |
793
-19
| -2% | -$3.83K | 0.01% | 559 |
|
|
2023
Q4 | $167K | Sell |
812
-51
| -6% | -$9.41K | 0.01% | 527 |
|
|
2023
Q3 | $155K | Buy |
863
+56
| +7% | +$9.92K | 0.01% | 517 |
|
|
2023
Q2 | $134K | Buy |
807
+99
| +14% | +$15K | ﹤0.01% | 568 |
|
|
2023
Q1 | $104K | Hold |
708
| – | – | ﹤0.01% | 630 |
|
|
2022
Q4 | $95K | Sell |
708
-806
| -53% | -$115K | ﹤0.01% | 635 |
|
|
2022
Q3 | $218K | Sell |
1,514
-126
| -8% | -$20.4K | 0.01% | 421 |
|
|
2022
Q2 | $233K | Sell |
1,640
-26
| -2% | -$3.77K | 0.01% | 444 |
|
|
2022
Q1 | $259K | Sell |
1,666
-2,702
| -62% | -$415K | 0.01% | 353 |
|
|
2021
Q4 | $798K | Buy |
4,368
+554
| +15% | +$97.4K | 0.02% | 293 |
|
|
2021
Q3 | $635K | Buy |
3,814
+3,195
| +516% | +$544K | 0.02% | 307 |
|
|
2021
Q2 | $100K | Buy |
619
+60
| +11% | +$9.59K | 0.01% | 552 |
|
|
2021
Q1 | $85K | Hold |
559
| – | – | ﹤0.01% | 561 |
|
|
2020
Q4 | $85K | Sell |
559
-143
| -20% | -$20.7K | 0.01% | 460 |
|
|
2020
Q3 | $92K | Sell |
702
-279
| -28% | -$37.3K | 0.01% | 418 |
|
|
2020
Q2 | $123K | Sell |
981
-96
| -9% | -$11.1K | 0.01% | 363 |
|
|
2020
Q1 | $101K | Sell |
1,077
-3
| -0.3% | -$342 | 0.01% | 364 |
|
|
2019
Q4 | $132K | Hold |
1,080
| – | – | 0.01% | 386 |
|
|
2019
Q3 | $133K | Sell |
1,080
-17
| -2% | -$2.19K | 0.01% | 383 |
|
|
2019
Q2 | $139K | Buy |
1,097
+635
| +137% | +$76.5K | 0.01% | 390 |
|
|
2019
Q1 | $47K | Sell |
462
-172
| -27% | -$17.3K | ﹤0.01% | 534 |
|
|
2018
Q4 | $60K | Buy |
634
+46
| +8% | +$4.98K | 0.01% | 484 |
|
|
2018
Q3 | $77K | Sell |
588
-4
| -0.7% | -$508 | 0.01% | 499 |
|
|
2018
Q2 | $67K | Sell |
592
-17
| -3% | -$1.92K | 0.01% | 520 |
|
|
2018
Q1 | $65K | Sell |
609
-10
| -2% | -$993 | 0.01% | 454 |
|
|
2017
Q4 | $56K | Buy |
619
+5
| +0.8% | +$436 | 0.01% | 497 |
|
|
2017
Q3 | $49K | Hold |
614
| – | – | 0.01% | 502 |
|
|
2017
Q2 | $45K | Buy |
614
+225
| +58% | +$16.2K | ﹤0.01% | 515 |
|
|
2017
Q1 | $27K | Buy |
389
+42
| +12% | +$2.85K | ﹤0.01% | 713 |
|
|
2016
Q4 | $22K | Hold |
347
| – | – | ﹤0.01% | 764 |
|
|
2016
Q3 | $22K | Sell |
347
-7
| -2% | -$478 | ﹤0.01% | 758 |
|
|
2016
Q2 | $22K | Hold |
354
| – | – | ﹤0.01% | 736 |
|
|
2016
Q1 | $21K | Buy |
354
+313
| +763% | +$17.1K | ﹤0.01% | 784 |
|
|
2015
Q4 | $2K | Sell |
41
-158
| -79% | -$8.86K | ﹤0.01% | 1160 |
|
|
2015
Q3 | $11K | Sell |
199
-18
| -8% | -$967 | ﹤0.01% | 956 |
|
|
2015
Q2 | $10K | Sell |
217
-105
| -33% | -$5.59K | ﹤0.01% | 1015 |
|
|
2015
Q1 | $17K | Sell |
322
-14
| -4% | -$711 | ﹤0.01% | 882 |
|
|
2014
Q4 | $15K | Sell |
336
-132
| -28% | -$5.77K | ﹤0.01% | 910 |
|
|
2014
Q3 | $19K | Buy |
468
+95
| +25% | +$3.95K | ﹤0.01% | 841 |
|
|
2014
Q2 | $15K | Sell |
373
-30
| -7% | -$1.17K | ﹤0.01% | 916 |
|
|
2014
Q1 | $15K | Buy |
403
+267
| +196% | +$10K | ﹤0.01% | 848 |
|
|
2013
Q4 | $4K | Buy |
+136
| New | +$4.91K | ﹤0.01% | 1112 |
|
Other funds holding BR
First Horizon Advisors's BR Position: Q2 2025 in Review
First Horizon Advisors reduced its Broadridge (BR) stake by 35% in Q2 2025, selling an estimated $107K and leaving 823 shares worth $200K. The position accounts for 0.01% of the portfolio, ranked #521.
First Horizon Advisors first reported a position in BR in Q4 2013 and has held it in 47 quarters since. The position peaked at $798K in Q4 2021. 1,096 funds tracked by Wall St. Rank hold BR as of Q2 2025.
- First Horizon Advisors held 823 shares of Broadridge worth $200K as of Q2 2025.
- First Horizon Advisors sold 451 Broadridge shares in Q2 2025, an estimated $107K.
- Broadridge made up 0.01% of First Horizon Advisors's portfolio in Q2 2025, its #521 holding.
- First Horizon Advisors first reported a position in Broadridge in Q4 2013 and has held it in 47 quarters since.
- First Horizon Advisors's Broadridge position peaked at $798K in Q4 2021.
- 1,096 funds tracked by Wall St. Rank held Broadridge as of Q2 2025.
Based on First Horizon Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.