Nicolet Advisory Services’s Broadridge BR Stock Holding History

Nicolet Advisory Services’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	$281K	Buy	1,262 +286	+29%	+$65.2K	0.02%	339
2025 Q3	$231K	Sell	976 -10	-1%	-$2.49K	0.02%	364
2025 Q2	$241K	Sell	986 -8	-0.8%	-$1.9K	0.02%	354
2025 Q1	$227K	Sell	994 -16	-2%	-$3.77K	0.02%	338
2024 Q4	$224K	Buy	1,010 +46	+5%	+$10.3K	0.02%	348
2024 Q3	$207K	Sell	964 -51	-5%	-$10.7K	0.02%	356
2024 Q2	$204K	Sell	1,015 -4	-0.4%	-$793	0.02%	346
2024 Q1	$211K	Sell	1,019 -121	-11%	-$24.4K	0.02%	329
2023 Q4	$224K	Buy	+1,140	New	+$210K	0.02%	294
2023 Q3	–	Sell	-1,241	Closed	-$203K	–	317
2023 Q2	$203K	Buy	+1,241	New	+$188K	0.02%	296

Other funds holding BR

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

BlackRock New York $5.72T 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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return

Nicolet Advisory Services's BR Position: Q4 2025 in Review

Nicolet Advisory Services increased its Broadridge (BR) stake by 29% in Q4 2025, buying an estimated $65.2K and bringing the position to 1,262 shares worth $281K. The position accounts for 0.02% of the portfolio, ranked #339.

Nicolet Advisory Services first reported a position in BR in Q2 2023 and has held it in 10 quarters since. 1,132 funds tracked by Wall St. Rank hold BR as of Q4 2025.

Nicolet Advisory Services held 1,262 shares of Broadridge worth $281K as of Q4 2025.
Nicolet Advisory Services bought 286 Broadridge shares in Q4 2025, an estimated $65.2K.
Broadridge made up 0.02% of Nicolet Advisory Services's portfolio in Q4 2025, its #339 holding.
Nicolet Advisory Services first reported a position in Broadridge in Q2 2023 and has held it in 10 quarters since.
1,132 funds tracked by Wall St. Rank held Broadridge as of Q4 2025.

Based on Nicolet Advisory Services's 13F filing for Q4 2025, filed 13 Feb 2026.