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Missouri Trust & Investment Company’s Broadridge BR Stock Holding History

Missouri Trust & Investment Company’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
Q3 		– Sell
-11
Closed -$2.67K – 415
2025
Q2 		$2.67K Hold
11
– – ﹤0.01% 380
2025
Q1 		$2.67K Hold
11
– – ﹤0.01% 367
2024
Q4 		$2.49K Buy
+11
New +$2.46K ﹤0.01% 387
2023
Q1 		– Sell
-50
Closed -$7K – 358
2022
Q4 		$7K Hold
50
– – ﹤0.01% 264
2022
Q3 		$7K Sell
50
-50
-50% -$8.12K ﹤0.01% 268
2022
Q2 		$14K Hold
100
– – 0.01% 250
2022
Q1 		$16K Sell
100
-260
-72% -$39.9K 0.01% 251
2021
Q4 		$66K Buy
+360
New +$63.3K 0.04% 172

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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Missouri Trust & Investment Company's BR Position: Q3 2025 in Review

Missouri Trust & Investment Company sold out of Broadridge (BR) in Q3 2025, closing a stake of 11 shares — an estimated $2.67K sold.

Missouri Trust & Investment Company first reported a position in BR in Q4 2021 and held it in 8 quarters. The position peaked at $66K in Q4 2021. 1,104 funds tracked by Wall St. Rank hold BR as of Q3 2025.

  • Missouri Trust & Investment Company reported no remaining Broadridge position as of Q3 2025 after selling out during the quarter.
  • Missouri Trust & Investment Company sold 11 Broadridge shares in Q3 2025, an estimated $2.67K.
  • Missouri Trust & Investment Company first reported a position in Broadridge in Q4 2021 and held it in 8 quarters.
  • Missouri Trust & Investment Company's Broadridge position peaked at $66K in Q4 2021.
  • 1,104 funds tracked by Wall St. Rank held Broadridge as of Q3 2025.

Based on Missouri Trust & Investment Company's 13F filing for Q3 2025, filed 6 Nov 2025.