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River Wealth Advisors’s Broadridge BR Stock Holding History

River Wealth 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
-936
Closed -$223K – 209
2025
Q3 		$223K Buy
936
+1
+0.1% +$249 0.03% 194
2025
Q2 		$227K Hold
935
– – 0.03% 192
2025
Q1 		$227K Sell
935
-70
-7% -$16.5K 0.03% 192
2024
Q4 		$227K Hold
1,005
– – 0.03% 200
2024
Q3 		$216K Buy
+1,005
New +$210K 0.03% 203
2024
Q2 		– Sell
-1,215
Closed -$249K – 194
2024
Q1 		$249K Sell
1,215
-115
-9% -$23.2K 0.04% 182
2023
Q4 		$274K Sell
1,330
-62
-4% -$11.4K 0.04% 179
2023
Q3 		$249K Sell
1,392
-29
-2% -$5.14K 0.04% 180
2023
Q2 		$235K Sell
1,421
-18
-1% -$2.72K 0.04% 193
2023
Q1 		$211K Buy
+1,439
New +$206K 0.04% 199
2022
Q4 		– Sell
-1,509
Closed -$218K – 208
2022
Q3 		$218K Hold
1,509
– – 0.05% 188
2022
Q2 		$215K Hold
1,509
– – 0.04% 205
2022
Q1 		$235K Buy
1,509
+35
+2% +$5.37K 0.04% 210
2021
Q4 		$269K Buy
1,474
+65
+5% +$11.4K 0.04% 201
2021
Q3 		$235K Hold
1,409
– – 0.04% 202
2021
Q2 		$228K Hold
1,409
– – 0.04% 200
2021
Q1 		$216K Buy
+1,409
New +$208K 0.04% 201
2019
Q1 		– Sell
-99
Closed -$10K – 189
2018
Q4 		$10K Hold
99
– – ﹤0.01% 417
2018
Q3 		$13K Hold
99
– – ﹤0.01% 427
2018
Q2 		$11K Buy
+99
New +$11.2K ﹤0.01% 436

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 $3.37T AUM 44.26% 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

River Wealth Advisors's BR Position: Q4 2025 in Review

River Wealth Advisors sold out of Broadridge (BR) in Q4 2025, closing a stake of 936 shares — an estimated $223K sold.

River Wealth Advisors first reported a position in BR in Q2 2018 and held it in 20 quarters. The position peaked at $274K in Q4 2023. 1,135 funds tracked by Wall St. Rank hold BR as of Q4 2025.

  • River Wealth Advisors reported no remaining Broadridge position as of Q4 2025 after selling out during the quarter.
  • River Wealth Advisors sold 936 Broadridge shares in Q4 2025, an estimated $223K.
  • River Wealth Advisors first reported a position in Broadridge in Q2 2018 and held it in 20 quarters.
  • River Wealth Advisors's Broadridge position peaked at $274K in Q4 2023.
  • 1,135 funds tracked by Wall St. Rank held Broadridge as of Q4 2025.

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