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Legacy Advisors’s Broadridge BR Stock Holding History

Legacy Advisors’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
Q1 		$2.58M Buy
10,598
+392
+4% +$92.3K 0.27% 72
2024
Q4 		$2.32M Buy
10,206
+408
+4% +$91.4K 0.22% 76
2024
Q3 		$2.12M Buy
9,798
+187
+2% +$39.1K 0.23% 79
2024
Q2 		$1.9M Buy
9,611
+899
+10% +$178K 0.23% 80
2024
Q1 		$1.79M Buy
8,712
+394
+5% +$79.5K 0.23% 82
2023
Q4 		$1.72M Sell
8,318
-907
-10% -$167K 0.22% 87
2023
Q3 		$1.66M Buy
9,225
+1,188
+15% +$210K 0.27% 84
2023
Q2 		$1.33M Buy
8,037
+73
+0.9% +$11K 0.2% 96
2023
Q1 		$1.17M Buy
7,964
+893
+13% +$128K 0.22% 83
2022
Q4 		$953K Buy
7,071
+1,831
+35% +$260K 0.17% 92
2022
Q3 		$760K Buy
5,240
+719
+16% +$117K 0.17% 91
2022
Q2 		$647K Buy
4,521
+1,456
+48% +$211K 0.14% 97
2022
Q1 		$479K Buy
+3,065
New +$470K 0.09% 128

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
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

Legacy Advisors's BR Position: Q1 2025 in Review

Legacy Advisors increased its Broadridge (BR) stake by 3.8% in Q1 2025, buying an estimated $92.3K and bringing the position to 10,598 shares worth $2.58M. The position accounts for 0.27% of the portfolio, ranked #72.

Legacy Advisors first reported a position in BR in Q1 2022 and has held it in 13 quarters since. 1,112 funds tracked by Wall St. Rank hold BR as of Q1 2025.

  • Legacy Advisors held 10,598 shares of Broadridge worth $2.58M as of Q1 2025.
  • Legacy Advisors bought 392 Broadridge shares in Q1 2025, an estimated $92.3K.
  • Broadridge made up 0.27% of Legacy Advisors's portfolio in Q1 2025, its #72 holding.
  • Legacy Advisors first reported a position in Broadridge in Q1 2022 and has held it in 13 quarters since.
  • 1,112 funds tracked by Wall St. Rank held Broadridge as of Q1 2025.

Based on Legacy Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.