FUBT
BR icon

First United Bank & Trust’s Broadridge BR Stock Holding History

First United Bank & Trust’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
Q4 		– Sell
-60
Closed -$14.3K – 400
2025
Q3 		$14.3K Hold
60
– – ﹤0.01% 308
2025
Q2 		$14.6K Hold
60
– – 0.01% 295
2025
Q1 		$14.5K Hold
60
– – 0.01% 303
2024
Q4 		$13.6K Sell
60
-4
-6% -$896 ﹤0.01% 304
2024
Q3 		$13.8K Hold
64
– – ﹤0.01% 296
2024
Q2 		$12.6K Hold
64
– – ﹤0.01% 318
2024
Q1 		$13.1K Hold
64
– – ﹤0.01% 331
2023
Q4 		$13.2K Buy
+64
New +$11.8K 0.01% 329

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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 United Bank & Trust's BR Position: Q4 2025 in Review

First United Bank & Trust sold out of Broadridge (BR) in Q4 2025, closing a stake of 60 shares — an estimated $14.3K sold.

First United Bank & Trust first reported a position in BR in Q4 2023 and held it in 8 quarters. The position peaked at $14.6K in Q2 2025. 1,132 funds tracked by Wall St. Rank hold BR as of Q4 2025.

  • First United Bank & Trust reported no remaining Broadridge position as of Q4 2025 after selling out during the quarter.
  • First United Bank & Trust sold 60 Broadridge shares in Q4 2025, an estimated $14.3K.
  • First United Bank & Trust first reported a position in Broadridge in Q4 2023 and held it in 8 quarters.
  • First United Bank & Trust's Broadridge position peaked at $14.6K in Q2 2025.
  • 1,132 funds tracked by Wall St. Rank held Broadridge as of Q4 2025.

Based on First United Bank & Trust's 13F filing for Q4 2025, filed 21 Jan 2026.