PrairieView Partners’s Broadridge BR Stock Holding History

PrairieView 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 Q2	$11K	Hold	49	–	–	﹤0.01%	282
2025 Q1	$11K	Hold	49	–	–	﹤0.01%	274
2024 Q4	$11K	Hold	49	–	–	﹤0.01%	276
2024 Q3	$10K	Hold	49	–	–	﹤0.01%	281
2024 Q2	$9K	Hold	49	–	–	﹤0.01%	299
2024 Q1	$11K	Hold	49	–	–	﹤0.01%	278
2023 Q4	$10K	Hold	49	–	–	﹤0.01%	271
2023 Q3	$8K	Hold	49	–	–	﹤0.01%	294
2023 Q2	$8K	Hold	49	–	–	﹤0.01%	330
2023 Q1	$7K	Sell	49 -34	-41%	-$4.87K	﹤0.01%	328
2022 Q4	$11K	Buy	83 +34	+69%	+$4.83K	﹤0.01%	309
2022 Q3	$7K	Hold	49	–	–	﹤0.01%	328
2022 Q2	$7K	Hold	49	–	–	﹤0.01%	348
2022 Q1	$8K	Sell	49 -75	-60%	-$11.5K	﹤0.01%	341
2021 Q4	$23K	Hold	124	–	–	﹤0.01%	275
2021 Q3	$21K	Hold	124	–	–	﹤0.01%	229
2021 Q2	$20K	Buy	124 +49	+65%	+$7.83K	﹤0.01%	222
2021 Q1	$11K	Buy	+75	New	+$11.1K	﹤0.01%	264

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

PrairieView Partners's BR Position: Q2 2025 in Review

PrairieView Partners held its Broadridge (BR) position steady in Q2 2025 at 49 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #282.

PrairieView Partners first reported a position in BR in Q1 2021 and has held it in 18 quarters since. The position peaked at $23K in Q4 2021. 1,095 funds tracked by Wall St. Rank hold BR as of Q2 2025.

PrairieView Partners held 49 shares of Broadridge worth $11K as of Q2 2025.
PrairieView Partners left its Broadridge share count unchanged in Q2 2025.
Broadridge made up ﹤0.01% of PrairieView Partners's portfolio in Q2 2025, its #282 holding.
PrairieView Partners first reported a position in Broadridge in Q1 2021 and has held it in 18 quarters since.
PrairieView Partners's Broadridge position peaked at $23K in Q4 2021.
1,095 funds tracked by Wall St. Rank held Broadridge as of Q2 2025.

Based on PrairieView Partners's 13F filing for Q2 2025, filed 25 Jul 2025.