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OmniStar Financial Group’s Broadridge BR Stock Holding History

OmniStar Financial Group’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
-2,673
Closed -$650K – 117
2025
Q2 		$650K Buy
2,673
+241
+10% +$57.3K 0.49% 59
2025
Q1 		$590K Buy
+2,432
New +$572K 0.46% 64
2024
Q3 		– Sell
-3,378
Closed -$666K – 129
2024
Q2 		$666K Sell
3,378
-38
-1% -$7.54K 0.6% 58
2024
Q1 		$700K Buy
+3,416
New +$689K 0.64% 57

Other funds holding BR

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

OmniStar Financial Group's BR Position: Q3 2025 in Review

OmniStar Financial Group sold out of Broadridge (BR) in Q3 2025, closing a stake of 2,673 shares — an estimated $650K sold.

OmniStar Financial Group first reported a position in BR in Q1 2024 and held it in 4 quarters. The position peaked at $700K in Q1 2024. 1,103 funds tracked by Wall St. Rank hold BR as of Q3 2025.

  • OmniStar Financial Group reported no remaining Broadridge position as of Q3 2025 after selling out during the quarter.
  • OmniStar Financial Group sold 2,673 Broadridge shares in Q3 2025, an estimated $650K.
  • OmniStar Financial Group first reported a position in Broadridge in Q1 2024 and held it in 4 quarters.
  • OmniStar Financial Group's Broadridge position peaked at $700K in Q1 2024.
  • 1,103 funds tracked by Wall St. Rank held Broadridge as of Q3 2025.

Based on OmniStar Financial Group's 13F filing for Q3 2025, filed 17 Nov 2025.