Kurt F. Somerville’s Broadridge BR Stock Holding History

Kurt F. Somerville’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	-1,006	Closed	-$240K	–	109
2025 Q3	$240K	Hold	1,006	–	–	0.04%	105
2025 Q2	$244K	Sell	1,006 -250	-20%	-$59.4K	0.04%	103
2025 Q1	$305K	Buy	+1,256	New	+$296K	0.05%	95

Other funds holding BR

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Kurt F. Somerville's BR Position: Q4 2025 in Review

Kurt F. Somerville sold out of Broadridge (BR) in Q4 2025, closing a stake of 1,006 shares — an estimated $240K sold.

Kurt F. Somerville first reported a position in BR in Q1 2025 and held it in 3 quarters. The position peaked at $305K in Q1 2025. 1,135 funds tracked by Wall St. Rank hold BR as of Q4 2025.

Kurt F. Somerville reported no remaining Broadridge position as of Q4 2025 after selling out during the quarter.
Kurt F. Somerville sold 1,006 Broadridge shares in Q4 2025, an estimated $240K.
Kurt F. Somerville first reported a position in Broadridge in Q1 2025 and held it in 3 quarters.
Kurt F. Somerville's Broadridge position peaked at $305K in Q1 2025.
1,135 funds tracked by Wall St. Rank held Broadridge as of Q4 2025.

Based on Kurt F. Somerville's 13F filing for Q4 2025, filed 17 Feb 2026.