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Graypoint LLC’s Broadridge BR Stock Holding History

Graypoint LLC’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 		$315K Buy
1,298
+135
+12% +$32.1K 0.02% 424
2025
Q1 		$282K Buy
1,163
+157
+16% +$36.9K 0.02% 421
2024
Q4 		$227K Hold
1,006
– – 0.01% 470
2024
Q3 		$216K Buy
+1,006
New +$210K 0.01% 474

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
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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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

Graypoint LLC's BR Position: Q2 2025 in Review

Graypoint LLC increased its Broadridge (BR) stake by 12% in Q2 2025, buying an estimated $32.1K and bringing the position to 1,298 shares worth $315K. The position accounts for 0.02% of the portfolio, ranked #424.

Graypoint LLC first reported a position in BR in Q3 2024 and has held it in 4 quarters since. 1,095 funds tracked by Wall St. Rank hold BR as of Q2 2025.

  • Graypoint LLC held 1,298 shares of Broadridge worth $315K as of Q2 2025.
  • Graypoint LLC bought 135 Broadridge shares in Q2 2025, an estimated $32.1K.
  • Broadridge made up 0.02% of Graypoint LLC's portfolio in Q2 2025, its #424 holding.
  • Graypoint LLC first reported a position in Broadridge in Q3 2024 and has held it in 4 quarters since.
  • 1,095 funds tracked by Wall St. Rank held Broadridge as of Q2 2025.

Based on Graypoint LLC's 13F filing for Q2 2025, filed 15 Jul 2025.