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Pandora Wealth’s Broadridge BR Stock Holding History

Pandora Wealth’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 		$391K Sell
1,754
-950
-35% -$217K 0.24% 52
2025
Q3 		$644K Sell
2,704
-402
-13% -$100K 0.39% 41
2025
Q2 		$755K Sell
3,106
-69
-2% -$16.4K 0.46% 40
2025
Q1 		$770K Buy
+3,175
New +$747K 0.51% 36

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Pandora Wealth's BR Position: Q4 2025 in Review

Pandora Wealth reduced its Broadridge (BR) stake by 35% in Q4 2025, selling an estimated $217K and leaving 1,754 shares worth $391K. The position accounts for 0.24% of the portfolio, ranked #52.

Pandora Wealth first reported a position in BR in Q1 2025 and has held it in 4 quarters since. The position peaked at $770K in Q1 2025. 1,131 funds tracked by Wall St. Rank hold BR as of Q4 2025.

  • Pandora Wealth held 1,754 shares of Broadridge worth $391K as of Q4 2025.
  • Pandora Wealth sold 950 Broadridge shares in Q4 2025, an estimated $217K.
  • Broadridge made up 0.24% of Pandora Wealth's portfolio in Q4 2025, its #52 holding.
  • Pandora Wealth first reported a position in Broadridge in Q1 2025 and has held it in 4 quarters since.
  • Pandora Wealth's Broadridge position peaked at $770K in Q1 2025.
  • 1,131 funds tracked by Wall St. Rank held Broadridge as of Q4 2025.

Based on Pandora Wealth's 13F filing for Q4 2025, filed 4 Feb 2026.