Hexagon Capital Partners’s Broadridge BR Stock Holding History

Hexagon Capital Partners’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	–	Sell	-43	Closed	-$10.4K	–	291
2025 Q1	$10.4K	Buy	43 +1	+2%	+$235	﹤0.01%	967
2024 Q4	$9.5K	Buy	42 +25	+147%	+$5.6K	﹤0.01%	1026
2024 Q3	$3.66K	Buy	+17	New	+$3.56K	﹤0.01%	1113
2024 Q2	–	Sell	-2	Closed	-$410	–	1468
2024 Q1	$410	Sell	2 -26	-93%	-$5.24K	﹤0.01%	1354
2023 Q4	$5.76K	Sell	28 -2	-7%	-$369	﹤0.01%	943
2023 Q3	$5.37K	Sell	30 -3	-9%	-$531	﹤0.01%	898
2023 Q2	$5.47K	Sell	33 -47	-59%	-$7.11K	﹤0.01%	884
2023 Q1	$11.7K	Buy	80 +5	+7%	+$715	﹤0.01%	692
2022 Q4	$10.1K	Sell	75 -123	-62%	-$17.5K	﹤0.01%	728
2022 Q3	$29K	Sell	198 -632	-76%	-$103K	0.01%	505
2022 Q2	$118K	Sell	830 -101	-11%	-$14.7K	0.04%	242
2022 Q1	$145K	Sell	931 -4	-0.4%	-$614	0.04%	218
2021 Q4	$171K	Buy	935 +4	+0.4%	+$703	0.04%	197
2021 Q3	$155K	Sell	931 -11	-1%	-$1.87K	0.05%	187
2021 Q2	$152K	Buy	942 +239	+34%	+$38.2K	0.04%	186
2021 Q1	$107K	Buy	703 +643	+1,072%	+$94.9K	0.03%	217
2020 Q4	$9K	Buy	60 +13	+28%	+$1.89K	﹤0.01%	491
2020 Q3	$6K	Buy	+47	New	+$6.28K	﹤0.01%	510

Other funds holding BR

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

BlackRock New York $5.7T 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

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 London, United Kingdom $280B 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