PharVision Advisers’s Broadridge BR Stock Holding History

PharVision Advisers’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	-959	Closed	-$228K	–	718
2025 Q3	$228K	Buy	+959	New	+$239K	0.13%	401

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

PharVision Advisers's BR Position: Q4 2025 in Review

PharVision Advisers sold out of Broadridge (BR) in Q4 2025, closing a stake of 959 shares — an estimated $228K sold.

PharVision Advisers first reported a position in BR in Q3 2025 and held it in 1 quarter. The position peaked at $228K in Q3 2025. 1,132 funds tracked by Wall St. Rank hold BR as of Q4 2025.

PharVision Advisers reported no remaining Broadridge position as of Q4 2025 after selling out during the quarter.
PharVision Advisers sold 959 Broadridge shares in Q4 2025, an estimated $228K.
PharVision Advisers first reported a position in Broadridge in Q3 2025 and held it in 1 quarter.
PharVision Advisers's Broadridge position peaked at $228K in Q3 2025.
1,132 funds tracked by Wall St. Rank held Broadridge as of Q4 2025.

Based on PharVision Advisers's 13F filing for Q4 2025, filed 17 Feb 2026.