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Promus Capital’s Broadridge BR Stock Holding History

Promus Capital’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
Q3 		$54.5K Hold
229
– – 0.03% 154
2025
Q2 		$55.7K Hold
229
– – 0.04% 150
2025
Q1 		$55.5K Hold
229
– – 0.04% 138
2024
Q4 		$51.8K Buy
+229
New +$51.3K 0.04% 147

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
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

Promus Capital's BR Position: Q3 2025 in Review

Promus Capital held its Broadridge (BR) position steady in Q3 2025 at 229 shares worth $54.5K. The position accounts for 0.03% of the portfolio, ranked #154.

Promus Capital first reported a position in BR in Q4 2024 and has held it in 4 quarters since. The position peaked at $55.7K in Q2 2025. 1,103 funds tracked by Wall St. Rank hold BR as of Q3 2025.

  • Promus Capital held 229 shares of Broadridge worth $54.5K as of Q3 2025.
  • Promus Capital left its Broadridge share count unchanged in Q3 2025.
  • Broadridge made up 0.03% of Promus Capital's portfolio in Q3 2025, its #154 holding.
  • Promus Capital first reported a position in Broadridge in Q4 2024 and has held it in 4 quarters since.
  • Promus Capital's Broadridge position peaked at $55.7K in Q2 2025.
  • 1,103 funds tracked by Wall St. Rank held Broadridge as of Q3 2025.

Based on Promus Capital's 13F filing for Q3 2025, filed 13 Nov 2025.