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Guerra Advisors’s Broadridge BR Stock Holding History

Guerra Advisors’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 		$28.6K Buy
+120
New +$29.9K 0.01% 195

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

Guerra Advisors's BR Position: Q3 2025 in Review

Guerra Advisors opened a new position in Broadridge (BR) in Q3 2025: 120 shares worth $28.6K. The stake represents 0.01% of the portfolio and ranks #195 among its holdings.

1,104 funds tracked by Wall St. Rank hold BR as of Q3 2025.

  • Guerra Advisors held 120 shares of Broadridge worth $28.6K as of Q3 2025.
  • Broadridge was a new Guerra Advisors position in Q3 2025.
  • Broadridge made up 0.01% of Guerra Advisors's portfolio in Q3 2025, its #195 holding.
  • 1,104 funds tracked by Wall St. Rank held Broadridge as of Q3 2025.

Based on Guerra Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.