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Fort Point Capital Partners’s Broadridge BR Stock Holding History

Fort Point Capital Partners’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
-893
Closed -$217K – 322
2025
Q1 		$217K Buy
893
+8
+0.9% +$1.88K 0.02% 298
2024
Q4 		$200K Buy
+885
New +$198K 0.02% 298
2022
Q2 		– Sell
-1,386
Closed -$216K – 278
2022
Q1 		$216K Sell
1,386
-29
-2% -$4.45K 0.03% 269
2021
Q4 		$259K Sell
1,415
-16
-1% -$2.81K 0.03% 237
2021
Q3 		$238K Buy
+1,431
New +$244K 0.04% 220

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 $3.38T AUM 44.17% 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

Fort Point Capital Partners's BR Position: Q2 2025 in Review

Fort Point Capital Partners sold out of Broadridge (BR) in Q2 2025, closing a stake of 893 shares — an estimated $217K sold.

Fort Point Capital Partners first reported a position in BR in Q3 2021 and held it in 5 quarters. The position peaked at $259K in Q4 2021. 1,098 funds tracked by Wall St. Rank hold BR as of Q2 2025.

  • Fort Point Capital Partners reported no remaining Broadridge position as of Q2 2025 after selling out during the quarter.
  • Fort Point Capital Partners sold 893 Broadridge shares in Q2 2025, an estimated $217K.
  • Fort Point Capital Partners first reported a position in Broadridge in Q3 2021 and held it in 5 quarters.
  • Fort Point Capital Partners's Broadridge position peaked at $259K in Q4 2021.
  • 1,098 funds tracked by Wall St. Rank held Broadridge as of Q2 2025.

Based on Fort Point Capital Partners's 13F filing for Q2 2025, filed 14 Aug 2025.