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Hutchens & Kramer Investment Management Group’s Broadridge BR Stock Holding History

Hutchens & Kramer Investment Management Group’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
-865
Closed -$206K – 178
2025
Q3 		$206K Sell
865
-355
-29% -$88.4K 0.08% 167
2025
Q2 		$299K Sell
1,220
-10
-0.8% -$2.38K 0.14% 112
2025
Q1 		$298K Hold
1,230
– – 0.16% 104
2024
Q4 		$278K Buy
1,230
+5
+0.4% +$1.12K 0.15% 112
2024
Q3 		$263K Buy
1,225
+9
+0.7% +$1.88K 0.15% 123
2024
Q2 		$239K Buy
1,216
+23
+2% +$4.56K 0.13% 125
2024
Q1 		$242K Buy
1,193
+51
+4% +$10.3K 0.14% 127
2023
Q4 		$235K Sell
1,142
-189
-14% -$34.9K 0.17% 108
2023
Q3 		$236K Sell
1,331
-363
-21% -$64.3K 0.19% 96
2023
Q2 		$281K Buy
1,694
+7
+0.4% +$1.06K 0.22% 88
2023
Q1 		$247K Buy
1,687
+16
+1% +$2.29K 0.21% 94
2022
Q4 		$224K Sell
1,671
-63
-4% -$8.95K 0.16% 89
2022
Q3 		$258K Sell
1,734
-12
-0.7% -$1.95K 0.21% 71
2022
Q2 		$256K Sell
1,746
-13
-0.7% -$1.89K 0.19% 84
2022
Q1 		$275K Hold
1,759
– – 0.15% 95
2021
Q4 		$269K Buy
+1,759
New +$309K 0.17% 89

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

Hutchens & Kramer Investment Management Group's BR Position: Q4 2025 in Review

Hutchens & Kramer Investment Management Group sold out of Broadridge (BR) in Q4 2025, closing a stake of 865 shares — an estimated $206K sold.

Hutchens & Kramer Investment Management Group first reported a position in BR in Q4 2021 and held it in 16 quarters. The position peaked at $299K in Q2 2025. 1,132 funds tracked by Wall St. Rank hold BR as of Q4 2025.

  • Hutchens & Kramer Investment Management Group reported no remaining Broadridge position as of Q4 2025 after selling out during the quarter.
  • Hutchens & Kramer Investment Management Group sold 865 Broadridge shares in Q4 2025, an estimated $206K.
  • Hutchens & Kramer Investment Management Group first reported a position in Broadridge in Q4 2021 and held it in 16 quarters.
  • Hutchens & Kramer Investment Management Group's Broadridge position peaked at $299K in Q2 2025.
  • 1,132 funds tracked by Wall St. Rank held Broadridge as of Q4 2025.

Based on Hutchens & Kramer Investment Management Group's 13F filing for Q4 2025, filed 8 Jan 2026.