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Pin Oak Investment Advisors’s Broadridge BR Stock Holding History

Pin Oak Investment Advisors’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
Q2 		– Sell
-72
Closed -$17K – 450
2025
Q1 		$17K Hold
72
– – 0.01% 278
2024
Q4 		$15K Hold
72
– – 0.01% 296
2024
Q3 		$15K Hold
72
– – 0.01% 297
2024
Q2 		$14K Hold
72
– – 0.01% 300
2024
Q1 		$15K Buy
+72
New +$14.5K 0.01% 294

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
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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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

Pin Oak Investment Advisors's BR Position: Q2 2025 in Review

Pin Oak Investment Advisors sold out of Broadridge (BR) in Q2 2025, closing a stake of 72 shares — an estimated $17K sold.

Pin Oak Investment Advisors first reported a position in BR in Q1 2024 and held it in 5 quarters. The position peaked at $17K in Q1 2025. 1,095 funds tracked by Wall St. Rank hold BR as of Q2 2025.

  • Pin Oak Investment Advisors reported no remaining Broadridge position as of Q2 2025 after selling out during the quarter.
  • Pin Oak Investment Advisors sold 72 Broadridge shares in Q2 2025, an estimated $17K.
  • Pin Oak Investment Advisors first reported a position in Broadridge in Q1 2024 and held it in 5 quarters.
  • Pin Oak Investment Advisors's Broadridge position peaked at $17K in Q1 2025.
  • 1,095 funds tracked by Wall St. Rank held Broadridge as of Q2 2025.

Based on Pin Oak Investment Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.