Proffitt & Goodson’s Broadridge BR Stock Holding History

Proffitt & Goodson’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	-17	Closed	-$4.05K	–	315
2025 Q3	$4.05K	Buy	+17	New	+$4.23K	﹤0.01%	323

Other funds holding BR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Proffitt & Goodson's BR Position: Q4 2025 in Review

Proffitt & Goodson sold out of Broadridge (BR) in Q4 2025, closing a stake of 17 shares — an estimated $4.05K sold.

Proffitt & Goodson first reported a position in BR in Q3 2025 and held it in 1 quarter. The position peaked at $4.05K in Q3 2025. 1,137 funds tracked by Wall St. Rank hold BR as of Q4 2025.

Proffitt & Goodson reported no remaining Broadridge position as of Q4 2025 after selling out during the quarter.
Proffitt & Goodson sold 17 Broadridge shares in Q4 2025, an estimated $4.05K.
Proffitt & Goodson first reported a position in Broadridge in Q3 2025 and held it in 1 quarter.
Proffitt & Goodson's Broadridge position peaked at $4.05K in Q3 2025.
1,137 funds tracked by Wall St. Rank held Broadridge as of Q4 2025.

Based on Proffitt & Goodson's 13F filing for Q4 2025, filed 27 Jan 2026.