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NewSquare Capital’s Broadridge BR Stock Holding History

NewSquare Capital’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
-108
Closed -$26.2K – 325
2025
Q2 		$26.2K Buy
108
+51
+89% +$12.1K ﹤0.01% 425
2025
Q1 		$13.8K Buy
57
+56
+5,600% +$13.2K ﹤0.01% 465
2024
Q4 		$226 Buy
+1
New +$224 ﹤0.01% 858

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $149B AUM 24.71% 1-Year Est. Return

NewSquare Capital's BR Position: Q3 2025 in Review

NewSquare Capital sold out of Broadridge (BR) in Q3 2025, closing a stake of 108 shares — an estimated $26.2K sold.

NewSquare Capital first reported a position in BR in Q4 2024 and held it in 3 quarters. The position peaked at $26.2K in Q2 2025. 1,103 funds tracked by Wall St. Rank hold BR as of Q3 2025.

  • NewSquare Capital reported no remaining Broadridge position as of Q3 2025 after selling out during the quarter.
  • NewSquare Capital sold 108 Broadridge shares in Q3 2025, an estimated $26.2K.
  • NewSquare Capital first reported a position in Broadridge in Q4 2024 and held it in 3 quarters.
  • NewSquare Capital's Broadridge position peaked at $26.2K in Q2 2025.
  • 1,103 funds tracked by Wall St. Rank held Broadridge as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.