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Kestra Investment Management’s Broadridge BR Stock Holding History

Kestra Investment Management’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
-620
Closed -$150K – 506
2025
Q2 		$150K Hold
620
– – ﹤0.01% 492
2025
Q1 		$150K Buy
620
+112
+22% +$26.4K ﹤0.01% 392
2024
Q4 		$115K Buy
+508
New +$114K ﹤0.01% 418

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

Kestra Investment Management's BR Position: Q3 2025 in Review

Kestra Investment Management sold out of Broadridge (BR) in Q3 2025, closing a stake of 620 shares — an estimated $150K sold.

Kestra Investment Management first reported a position in BR in Q4 2024 and held it in 3 quarters. The position peaked at $150K in Q2 2025. 1,103 funds tracked by Wall St. Rank hold BR as of Q3 2025.

  • Kestra Investment Management reported no remaining Broadridge position as of Q3 2025 after selling out during the quarter.
  • Kestra Investment Management sold 620 Broadridge shares in Q3 2025, an estimated $150K.
  • Kestra Investment Management first reported a position in Broadridge in Q4 2024 and held it in 3 quarters.
  • Kestra Investment Management's Broadridge position peaked at $150K in Q2 2025.
  • 1,103 funds tracked by Wall St. Rank held Broadridge as of Q3 2025.

Based on Kestra Investment Management's 13F filing for Q3 2025, filed 17 Nov 2025.