RW
BR icon

Rede Wealth’s Broadridge BR Stock Holding History

Rede Wealth’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
-1,063
Closed -$254K – 123
2025
Q3 		$254K Buy
+1,063
New +$265K 0.2% 88

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

Rede Wealth's BR Position: Q4 2025 in Review

Rede Wealth sold out of Broadridge (BR) in Q4 2025, closing a stake of 1,063 shares — an estimated $254K sold.

Rede Wealth first reported a position in BR in Q3 2025 and held it in 1 quarter. The position peaked at $254K in Q3 2025. 1,131 funds tracked by Wall St. Rank hold BR as of Q4 2025.

  • Rede Wealth reported no remaining Broadridge position as of Q4 2025 after selling out during the quarter.
  • Rede Wealth sold 1,063 Broadridge shares in Q4 2025, an estimated $254K.
  • Rede Wealth first reported a position in Broadridge in Q3 2025 and held it in 1 quarter.
  • Rede Wealth's Broadridge position peaked at $254K in Q3 2025.
  • 1,131 funds tracked by Wall St. Rank held Broadridge as of Q4 2025.

Based on Rede Wealth's 13F filing for Q4 2025, filed 23 Jan 2026.