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Forum Financial Management’s Broadridge BR Stock Holding History

Forum Financial Management’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
-833
Closed -$202K – 1013
2025
Q2 		$202K Buy
833
+1
+0.1% +$238 ﹤0.01% 902
2025
Q1 		$202K Buy
+832
New +$196K ﹤0.01% 818

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

Forum Financial Management's BR Position: Q3 2025 in Review

Forum Financial Management sold out of Broadridge (BR) in Q3 2025, closing a stake of 833 shares — an estimated $202K sold.

Forum Financial Management first reported a position in BR in Q1 2025 and held it in 2 quarters. The position peaked at $202K in Q2 2025. 1,103 funds tracked by Wall St. Rank hold BR as of Q3 2025.

  • Forum Financial Management reported no remaining Broadridge position as of Q3 2025 after selling out during the quarter.
  • Forum Financial Management sold 833 Broadridge shares in Q3 2025, an estimated $202K.
  • Forum Financial Management first reported a position in Broadridge in Q1 2025 and held it in 2 quarters.
  • Forum Financial Management's Broadridge position peaked at $202K in Q2 2025.
  • 1,103 funds tracked by Wall St. Rank held Broadridge as of Q3 2025.

Based on Forum Financial Management's 13F filing for Q3 2025, filed 24 Oct 2025.