Kestra Investment Management
BR icon

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
Q2 		– Sell
-620
Closed -$150K – 765
2025
Q1 		$150K Buy
620
+112
+22% +$26.4K ﹤0.01% 392
2024
Q4 		$115K Buy
+508
New +$114K ﹤0.01% 418

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State Street
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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

Kestra Investment Management's BR Position: Q2 2025 in Review

Kestra Investment Management sold out of Broadridge (BR) in Q2 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 2 quarters. The position peaked at $150K in Q1 2025. 1,099 funds tracked by Wall St. Rank hold BR as of Q2 2025.

  • Kestra Investment Management reported no remaining Broadridge position as of Q2 2025 after selling out during the quarter.
  • Kestra Investment Management sold 620 Broadridge shares in Q2 2025, an estimated $150K.
  • Kestra Investment Management first reported a position in Broadridge in Q4 2024 and held it in 2 quarters.
  • Kestra Investment Management's Broadridge position peaked at $150K in Q1 2025.
  • 1,099 funds tracked by Wall St. Rank held Broadridge as of Q2 2025.

Based on Kestra Investment Management's 13F filing for Q2 2025, filed 15 Aug 2025.