HWG Holdings’s Broadridge BR Stock Holding History

HWG Holdings’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	-400	Closed	-$97K	–	61
2025 Q1	$97K	Buy	+400	New	+$94.1K	0.04%	54

Other funds holding BR

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

BlackRock New York $5.72T 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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return

HWG Holdings's BR Position: Q2 2025 in Review

HWG Holdings sold out of Broadridge (BR) in Q2 2025, closing a stake of 400 shares — an estimated $97K sold.

HWG Holdings first reported a position in BR in Q1 2025 and held it in 1 quarter. The position peaked at $97K in Q1 2025. 1,096 funds tracked by Wall St. Rank hold BR as of Q2 2025.

HWG Holdings reported no remaining Broadridge position as of Q2 2025 after selling out during the quarter.
HWG Holdings sold 400 Broadridge shares in Q2 2025, an estimated $97K.
HWG Holdings first reported a position in Broadridge in Q1 2025 and held it in 1 quarter.
HWG Holdings's Broadridge position peaked at $97K in Q1 2025.
1,096 funds tracked by Wall St. Rank held Broadridge as of Q2 2025.

Based on HWG Holdings's 13F filing for Q2 2025, filed 10 Jul 2025.