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Ransom Advisory’s Broadridge BR Stock Holding History

Ransom Advisory’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 		$50K Hold
224
– – 0.02% 222
2025
Q3 		$53.4K Hold
224
– – 0.02% 163
2025
Q2 		$54.4K Sell
224
-55
-20% -$13.1K 0.03% 168
2025
Q1 		$67.6K Sell
279
-8
-3% -$1.88K 0.03% 162
2024
Q4 		$64.9K Hold
287
– – 0.03% 189
2024
Q3 		$61.7K Hold
287
– – 0.03% 198
2024
Q2 		$56.5K Buy
+287
New +$56.9K 0.03% 197

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Ransom Advisory's BR Position: Q4 2025 in Review

Ransom Advisory held its Broadridge (BR) position steady in Q4 2025 at 224 shares worth $50K. The position accounts for 0.02% of the portfolio, ranked #222.

Ransom Advisory first reported a position in BR in Q2 2024 and has held it in 7 quarters since. The position peaked at $67.6K in Q1 2025. 1,132 funds tracked by Wall St. Rank hold BR as of Q4 2025.

  • Ransom Advisory held 224 shares of Broadridge worth $50K as of Q4 2025.
  • Ransom Advisory left its Broadridge share count unchanged in Q4 2025.
  • Broadridge made up 0.02% of Ransom Advisory's portfolio in Q4 2025, its #222 holding.
  • Ransom Advisory first reported a position in Broadridge in Q2 2024 and has held it in 7 quarters since.
  • Ransom Advisory's Broadridge position peaked at $67.6K in Q1 2025.
  • 1,132 funds tracked by Wall St. Rank held Broadridge as of Q4 2025.

Based on Ransom Advisory's 13F filing for Q4 2025, filed 6 Jan 2026.