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Personal CFO Solutions’s Broadridge BR Stock Holding History

Personal CFO Solutions’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 		– Sell
-880
Closed -$210K – 506
2025
Q3 		$210K Sell
880
-13
-1% -$3.24K 0.04% 474
2025
Q2 		$217K Sell
893
-15
-2% -$3.56K 0.04% 445
2025
Q1 		$220K Sell
908
-33
-4% -$7.77K 0.04% 405
2024
Q4 		$213K Sell
941
-162
-15% -$36.3K 0.04% 431
2024
Q3 		$237K Sell
1,103
-56
-5% -$11.7K 0.03% 487
2024
Q2 		$228K Sell
1,159
-39
-3% -$7.74K 0.04% 463
2024
Q1 		$246K Sell
1,198
-19
-2% -$3.83K 0.04% 453
2023
Q4 		$251K Sell
1,217
-24
-2% -$4.43K 0.04% 421
2023
Q3 		$222K Buy
+1,241
New +$220K 0.04% 408

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Personal CFO Solutions's BR Position: Q4 2025 in Review

Personal CFO Solutions sold out of Broadridge (BR) in Q4 2025, closing a stake of 880 shares — an estimated $210K sold.

Personal CFO Solutions first reported a position in BR in Q3 2023 and held it in 9 quarters. The position peaked at $251K in Q4 2023. 1,134 funds tracked by Wall St. Rank hold BR as of Q4 2025.

  • Personal CFO Solutions reported no remaining Broadridge position as of Q4 2025 after selling out during the quarter.
  • Personal CFO Solutions sold 880 Broadridge shares in Q4 2025, an estimated $210K.
  • Personal CFO Solutions first reported a position in Broadridge in Q3 2023 and held it in 9 quarters.
  • Personal CFO Solutions's Broadridge position peaked at $251K in Q4 2023.
  • 1,134 funds tracked by Wall St. Rank held Broadridge as of Q4 2025.

Based on Personal CFO Solutions's 13F filing for Q4 2025, filed 22 Jan 2026.