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Independent Financial Group’s Broadridge BR Stock Holding History

Independent Financial 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
Q3 		– Sell
-885
Closed -$215K – 1359
2025
Q2 		$215K Sell
885
-13
-1% -$3.09K 0.01% 1192
2025
Q1 		$218K Sell
898
-109
-11% -$25.7K 0.01% 1081
2024
Q4 		$228K Buy
1,007
+1
+0.1% +$224 0.01% 1032
2024
Q3 		$216K Buy
+1,006
New +$210K 0.01% 1035
2022
Q2 		– Sell
-1,289
Closed -$201K – 724
2022
Q1 		$201K Hold
1,289
– – 0.02% 732
2021
Q4 		$236K Hold
1,289
– – 0.02% 676
2021
Q3 		$215K Hold
1,289
– – 0.02% 645
2021
Q2 		$208K Buy
+1,289
New +$206K 0.02% 655

Other funds holding BR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Independent Financial Group's BR Position: Q3 2025 in Review

Independent Financial Group sold out of Broadridge (BR) in Q3 2025, closing a stake of 885 shares — an estimated $215K sold.

Independent Financial Group first reported a position in BR in Q2 2021 and held it in 8 quarters. The position peaked at $236K in Q4 2021. 1,106 funds tracked by Wall St. Rank hold BR as of Q3 2025.

  • Independent Financial Group reported no remaining Broadridge position as of Q3 2025 after selling out during the quarter.
  • Independent Financial Group sold 885 Broadridge shares in Q3 2025, an estimated $215K.
  • Independent Financial Group first reported a position in Broadridge in Q2 2021 and held it in 8 quarters.
  • Independent Financial Group's Broadridge position peaked at $236K in Q4 2021.
  • 1,106 funds tracked by Wall St. Rank held Broadridge as of Q3 2025.

Based on Independent Financial Group's 13F filing for Q3 2025, filed 15 May 2026.