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Gillson Capital’s Broadridge BR Stock Holding History

Gillson Capital’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
-49,810
Closed -$11.9M – 83
2025
Q3 		$11.9M Buy
+49,810
New +$12.4M 1.03% 39
2025
Q2 		– Sell
-146,381
Closed -$35.5M – 80
2025
Q1 		$35.5M Buy
146,381
+72,992
+99% +$17.2M 3.03% 7
2024
Q4 		$16.6M Buy
+73,389
New +$16.4M 1.5% 24

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

Gillson Capital's BR Position: Q4 2025 in Review

Gillson Capital sold out of Broadridge (BR) in Q4 2025, closing a stake of 49,810 shares — an estimated $11.9M sold.

Gillson Capital first reported a position in BR in Q4 2024 and held it in 3 quarters. The position peaked at $35.5M in Q1 2025. 1,131 funds tracked by Wall St. Rank hold BR as of Q4 2025.

  • Gillson Capital reported no remaining Broadridge position as of Q4 2025 after selling out during the quarter.
  • Gillson Capital sold 49,810 Broadridge shares in Q4 2025, an estimated $11.9M.
  • Gillson Capital first reported a position in Broadridge in Q4 2024 and held it in 3 quarters.
  • Gillson Capital's Broadridge position peaked at $35.5M in Q1 2025.
  • 1,131 funds tracked by Wall St. Rank held Broadridge as of Q4 2025.

Based on Gillson Capital's 13F filing for Q4 2025, filed 17 Feb 2026.