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Keystone Financial Services (Colorado)’s Broadridge BR Stock Holding History

Keystone Financial Services (Colorado)’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
-863
Closed -$206K – 122
2025
Q3 		$206K Hold
863
– – 0.06% 124
2025
Q2 		$210K Buy
+863
New +$205K 0.07% 109
2025
Q1 		– Sell
-1,187
Closed -$268K – 103
2024
Q4 		$268K Sell
1,187
-39
-3% -$8.74K 0.1% 80
2024
Q3 		$264K Sell
1,226
-334
-21% -$69.9K 0.1% 75
2024
Q2 		$307K Buy
1,560
+6
+0.4% +$1.19K 0.13% 68
2024
Q1 		$318K Sell
1,554
-67
-4% -$13.5K 0.14% 67
2023
Q4 		$334K Sell
1,621
-61
-4% -$11.3K 0.16% 59
2023
Q3 		$301K Sell
1,682
-24
-1% -$4.25K 0.16% 57
2023
Q2 		$283K Buy
1,706
+39
+2% +$5.9K 0.14% 61
2023
Q1 		$244K Hold
1,667
– – 0.13% 64
2022
Q4 		$251K Buy
+1,667
New +$237K 0.13% 68

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

Keystone Financial Services (Colorado)'s BR Position: Q4 2025 in Review

Keystone Financial Services (Colorado) sold out of Broadridge (BR) in Q4 2025, closing a stake of 863 shares — an estimated $206K sold.

Keystone Financial Services (Colorado) first reported a position in BR in Q4 2022 and held it in 11 quarters. The position peaked at $334K in Q4 2023. 1,137 funds tracked by Wall St. Rank hold BR as of Q4 2025.

  • Keystone Financial Services (Colorado) reported no remaining Broadridge position as of Q4 2025 after selling out during the quarter.
  • Keystone Financial Services (Colorado) sold 863 Broadridge shares in Q4 2025, an estimated $206K.
  • Keystone Financial Services (Colorado) first reported a position in Broadridge in Q4 2022 and held it in 11 quarters.
  • Keystone Financial Services (Colorado)'s Broadridge position peaked at $334K in Q4 2023.
  • 1,137 funds tracked by Wall St. Rank held Broadridge as of Q4 2025.

Based on Keystone Financial Services (Colorado)'s 13F filing for Q4 2025, filed 12 Feb 2026.