QSV Equity Investors’s Broadridge BR Stock Holding History

QSV Equity Investors’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	$286K	Sell	1,283 -56	-4%	-$12.8K	0.42%	72
2025 Q3	$319K	Sell	1,339 -29	-2%	-$7.22K	0.33%	73
2025 Q2	$332K	Hold	1,368	–	–	0.35%	70
2025 Q1	$332K	Sell	1,368 -9	-0.7%	-$2.12K	0.34%	66
2024 Q4	$311K	Buy	1,377 +5	+0.4%	+$1.12K	0.3%	69
2024 Q3	$295K	Hold	1,372	–	–	0.28%	75
2024 Q2	$270K	Sell	1,372 -216	-14%	-$42.8K	0.28%	72
2024 Q1	$325K	Sell	1,588 -1,078	-40%	-$217K	0.31%	77
2023 Q4	$549K	Buy	+2,666	New	+$492K	0.53%	62

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

QSV Equity Investors's BR Position: Q4 2025 in Review

QSV Equity Investors reduced its Broadridge (BR) stake by 4.2% in Q4 2025, selling an estimated $12.8K and leaving 1,283 shares worth $286K. The position accounts for 0.42% of the portfolio, ranked #72.

QSV Equity Investors first reported a position in BR in Q4 2023 and has held it in 9 quarters since. The position peaked at $549K in Q4 2023. 1,132 funds tracked by Wall St. Rank hold BR as of Q4 2025.

QSV Equity Investors held 1,283 shares of Broadridge worth $286K as of Q4 2025.
QSV Equity Investors sold 56 Broadridge shares in Q4 2025, an estimated $12.8K.
Broadridge made up 0.42% of QSV Equity Investors's portfolio in Q4 2025, its #72 holding.
QSV Equity Investors first reported a position in Broadridge in Q4 2023 and has held it in 9 quarters since.
QSV Equity Investors's Broadridge position peaked at $549K in Q4 2023.
1,132 funds tracked by Wall St. Rank held Broadridge as of Q4 2025.

Based on QSV Equity Investors's 13F filing for Q4 2025, filed 12 Feb 2026.