ORG Partners’s Broadridge BR Stock Holding History

ORG Partners’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	$41.9K	Buy	186 +5	+3%	+$1.14K	0.01%	617
2025 Q3	$43.6K	Buy	181 +66	+57%	+$16.4K	0.01%	617
2025 Q2	$28.1K	Buy	115 +90	+360%	+$21.4K	0.01%	676
2025 Q1	$6.12K	Sell	25 -1,460	-98%	-$344K	﹤0.01%	894
2024 Q4	$336K	Sell	1,485 -5	-0.3%	-$1.12K	0.05%	246
2024 Q3	$321K	Buy	1,490 +130	+10%	+$27.2K	0.05%	221
2024 Q2	$267K	Buy	1,360 +1,268	+1,378%	+$252K	0.03%	351
2024 Q1	$18.7K	Sell	92 -1,027	-92%	-$207K	0.04%	224
2023 Q4	$230K	Buy	1,119 +385	+52%	+$71K	0.04%	272
2023 Q3	$131K	Buy	734 +709	+2,836%	+$126K	0.04%	355
2023 Q2	$4.1K	Buy	+25	New	+$3.78K	﹤0.01%	1093

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

ORG Partners's BR Position: Q4 2025 in Review

ORG Partners increased its Broadridge (BR) stake by 2.8% in Q4 2025, buying an estimated $1.14K and bringing the position to 186 shares worth $41.9K. The position accounts for 0.01% of the portfolio, ranked #617.

ORG Partners first reported a position in BR in Q2 2023 and has held it in 11 quarters since. The position peaked at $336K in Q4 2024. 1,131 funds tracked by Wall St. Rank hold BR as of Q4 2025.

ORG Partners held 186 shares of Broadridge worth $41.9K as of Q4 2025.
ORG Partners bought 5 Broadridge shares in Q4 2025, an estimated $1.14K.
Broadridge made up 0.01% of ORG Partners's portfolio in Q4 2025, its #617 holding.
ORG Partners first reported a position in Broadridge in Q2 2023 and has held it in 11 quarters since.
ORG Partners's Broadridge position peaked at $336K in Q4 2024.
1,131 funds tracked by Wall St. Rank held Broadridge as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.