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Rise Advisors’s Broadridge BR Stock Holding History

Rise Advisors’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
-54
Closed -$12.9K – 287
2025
Q3 		$12.9K Hold
54
– – ﹤0.01% 851
2025
Q2 		$13.2K Hold
54
– – 0.01% 825
2025
Q1 		$13.1K Sell
54
-12
-18% -$2.82K 0.01% 793
2024
Q4 		$14.9K Buy
66
+2
+3% +$448 0.01% 832
2024
Q3 		$13.7K Buy
64
+1
+2% +$209 0.01% 916
2024
Q2 		$12.5K Hold
63
– – 0.01% 917
2024
Q1 		$12.9K Buy
+63
New +$12.7K 0.01% 958

Other funds holding BR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Rise Advisors's BR Position: Q4 2025 in Review

Rise Advisors sold out of Broadridge (BR) in Q4 2025, closing a stake of 54 shares — an estimated $12.9K sold.

Rise Advisors first reported a position in BR in Q1 2024 and held it in 7 quarters. The position peaked at $14.9K in Q4 2024. 1,137 funds tracked by Wall St. Rank hold BR as of Q4 2025.

  • Rise Advisors reported no remaining Broadridge position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 54 Broadridge shares in Q4 2025, an estimated $12.9K.
  • Rise Advisors first reported a position in Broadridge in Q1 2024 and held it in 7 quarters.
  • Rise Advisors's Broadridge position peaked at $14.9K in Q4 2024.
  • 1,137 funds tracked by Wall St. Rank held Broadridge as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.