McClarren Financial Advisors’s Broadridge BR Stock Holding History

McClarren Financial 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 Q2	–	Sell	-120	Closed	-$29K	–	114
2025 Q1	$29K	Buy	120 +1	+0.8%	+$235	0.02%	169
2024 Q4	$27K	Hold	119	–	–	0.08%	114
2024 Q3	$25	Sell	119 -78	-40%	-$16.3K	﹤0.01%	159
2024 Q2	$23K	Buy	197 +78	+66%	+$15.5K	0.02%	208
2024 Q1	$25K	Buy	119 +1	+0.8%	+$202	0.02%	194
2023 Q4	$24K	Buy	118 +1	+0.9%	+$184	0.02%	213
2023 Q3	$21K	Buy	117 +1	+0.9%	+$177	0.02%	212
2023 Q2	$19K	Hold	116	–	–	0.02%	220
2023 Q1	$17K	Buy	116 +1	+0.9%	+$143	0.02%	218
2022 Q4	$15K	Hold	115	–	–	0.01%	232
2022 Q3	$16K	Buy	+115	New	+$18.7K	0.02%	207
2022 Q2	–	Sell	-114	Closed	-$17K	–	56
2022 Q1	$17K	Hold	114	–	–	0.01%	181
2021 Q4	$21K	Buy	114 +1	+0.9%	+$176	0.01%	187
2021 Q3	$18K	Hold	113	–	–	0.01%	171
2021 Q2	$18K	Buy	+113	New	+$18.1K	0.01%	188

Other funds holding BR

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Barclays London, United Kingdom $280B 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