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Freedom Investment Management’s Broadridge BR Stock Holding History

Freedom Investment 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
-1,211
Closed -$294K – 220
2025
Q2 		$294K Sell
1,211
-58
-5% -$13.8K 0.02% 600
2025
Q1 		$308K Sell
1,269
-107
-8% -$25.2K 0.03% 582
2024
Q4 		$311K Sell
1,376
-92
-6% -$20.6K 0.03% 580
2024
Q3 		$316K Sell
1,468
-84
-5% -$17.6K 0.03% 584
2024
Q2 		$306K Sell
1,552
-123
-7% -$24.4K 0.03% 587
2024
Q1 		$343K Sell
1,675
-474
-22% -$95.6K 0.03% 556
2023
Q4 		$442K Buy
2,149
+352
+20% +$64.9K 0.04% 466
2023
Q3 		$322K Sell
1,797
-565
-24% -$100K 0.04% 478
2023
Q2 		$391K Sell
2,362
-286
-11% -$43.3K 0.04% 467
2023
Q1 		$388K Sell
2,648
-385
-13% -$55.1K 0.04% 480
2022
Q4 		$407K Sell
3,033
-2,103
-41% -$299K 0.05% 489
2022
Q3 		$741K Sell
5,136
-133
-3% -$21.6K 0.09% 304
2022
Q2 		$751K Sell
5,269
-1,734
-25% -$252K 0.08% 318
2022
Q1 		$1.09M Sell
7,003
-721
-9% -$111K 0.1% 273
2021
Q4 		$1.41M Sell
7,724
-184
-2% -$32.3K 0.1% 256
2021
Q3 		$1.32M Buy
7,908
+2,418
+44% +$412K 0.1% 264
2021
Q2 		$887K Buy
5,490
+297
+6% +$47.5K 0.07% 364
2021
Q1 		$795K Buy
5,193
+1,165
+29% +$172K 0.06% 377
2020
Q4 		$617K Buy
4,028
+1,296
+47% +$188K 0.07% 283
2020
Q3 		$361K Sell
2,732
-86
-3% -$11.5K 0.04% 368
2020
Q2 		$356K Sell
2,818
-481
-15% -$55.7K 0.04% 365
2020
Q1 		$389K Buy
3,299
+324
+11% +$37K 0.03% 409
2019
Q4 		$367K Buy
2,975
+258
+9% +$31.5K 0.03% 425
2019
Q3 		$338K Buy
2,717
+319
+13% +$41.1K 0.03% 466
2019
Q2 		$306K Buy
+2,398
New +$289K 0.03% 521

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 $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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
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

Freedom Investment Management's BR Position: Q3 2025 in Review

Freedom Investment Management sold out of Broadridge (BR) in Q3 2025, closing a stake of 1,211 shares — an estimated $294K sold.

Freedom Investment Management first reported a position in BR in Q2 2019 and held it in 25 quarters. The position peaked at $1.41M in Q4 2021. 1,105 funds tracked by Wall St. Rank hold BR as of Q3 2025.

  • Freedom Investment Management reported no remaining Broadridge position as of Q3 2025 after selling out during the quarter.
  • Freedom Investment Management sold 1,211 Broadridge shares in Q3 2025, an estimated $294K.
  • Freedom Investment Management first reported a position in Broadridge in Q2 2019 and held it in 25 quarters.
  • Freedom Investment Management's Broadridge position peaked at $1.41M in Q4 2021.
  • 1,105 funds tracked by Wall St. Rank held Broadridge as of Q3 2025.

Based on Freedom Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.