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Northwest Bank & Trust’s Broadridge BR Stock Holding History

Northwest Bank & Trust’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
2024
Q4 		$18.4K Hold
78
– – 0.01% 148
2024
Q3 		$16.8K Hold
78
– – 0.01% 154
2024
Q2 		$15.4K Hold
78
– – 0.01% 152
2024
Q1 		$15.1K Hold
78
– – 0.01% 144
2023
Q4 		$16K Buy
+78
New +$14.4K 0.01% 147
2023
Q2 		$12.9K Buy
+78
New +$11.8K 0.01% 155

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 $3.37T AUM 44.26% 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
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Northwest Bank & Trust's BR Position: Q4 2024 in Review

Northwest Bank & Trust held its Broadridge (BR) position steady in Q4 2024 at 78 shares worth $18.4K. The position accounts for 0.01% of the portfolio, ranked #148.

Northwest Bank & Trust first reported a position in BR in Q2 2023 and has held it in 6 quarters since. 1,053 funds tracked by Wall St. Rank hold BR as of Q4 2024.

  • Northwest Bank & Trust held 78 shares of Broadridge worth $18.4K as of Q4 2024.
  • Northwest Bank & Trust left its Broadridge share count unchanged in Q4 2024.
  • Broadridge made up 0.01% of Northwest Bank & Trust's portfolio in Q4 2024, its #148 holding.
  • Northwest Bank & Trust first reported a position in Broadridge in Q2 2023 and has held it in 6 quarters since.
  • 1,053 funds tracked by Wall St. Rank held Broadridge as of Q4 2024.

Based on Northwest Bank & Trust's 13F filing for Q4 2024, filed 18 Feb 2025.