FSA Wealth Management’s Broadridge BR Stock Holding History

FSA Wealth 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	$45.7K	Hold	192	–	–	0.02%	163
2025 Q2	$46.6K	Buy	192 +1	+0.5%	+$238	0.02%	160
2025 Q1	$46.4K	Buy	191 +7	+4%	+$1.65K	0.02%	156
2024 Q4	$41.6K	Hold	184	–	–	0.02%	165
2024 Q3	$39.5K	Buy	+184	New	+$38.5K	0.02%	177
2024 Q1	$37.5K	Hold	183	–	–	0.02%	179
2023 Q4	$38K	Buy	+183	New	+$33.8K	0.02%	163
2021 Q1	–	Sell	-100	Closed	-$15K	–	77
2020 Q4	$15K	Buy	+100	New	+$14.5K	0.01%	229
2020 Q3	–	Sell	-100	Closed	-$13K	–	102
2020 Q2	$13K	Hold	100	–	–	0.01%	236
2020 Q1	$9K	Hold	100	–	–	0.01%	251
2019 Q4	$12K	Buy	+100	New	+$12.2K	0.01%	284

Other funds holding BR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return

FSA Wealth Management's BR Position: Q3 2025 in Review

FSA Wealth Management held its Broadridge (BR) position steady in Q3 2025 at 192 shares worth $45.7K. The position accounts for 0.02% of the portfolio, ranked #163.

FSA Wealth Management first reported a position in BR in Q4 2019 and has held it in 11 quarters since. The position peaked at $46.6K in Q2 2025. 1,103 funds tracked by Wall St. Rank hold BR as of Q3 2025.

FSA Wealth Management held 192 shares of Broadridge worth $45.7K as of Q3 2025.
FSA Wealth Management left its Broadridge share count unchanged in Q3 2025.
Broadridge made up 0.02% of FSA Wealth Management's portfolio in Q3 2025, its #163 holding.
FSA Wealth Management first reported a position in Broadridge in Q4 2019 and has held it in 11 quarters since.
FSA Wealth Management's Broadridge position peaked at $46.6K in Q2 2025.
1,103 funds tracked by Wall St. Rank held Broadridge as of Q3 2025.

Based on FSA Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.