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Riverview Trust Company’s Broadridge BR Stock Holding History

Riverview Trust Company’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
Q1 		– Sell
-4
Closed -$904 – 627
2024
Q4 		$904 Hold
4
– – ﹤0.01% 653
2024
Q3 		$860 Buy
+4
New +$837 ﹤0.01% 662
2022
Q4 		– Sell
-189
Closed -$27K – 729
2022
Q3 		$27K Hold
189
– – 0.03% 299
2022
Q2 		$27K Hold
189
– – 0.02% 307
2022
Q1 		$29K Buy
+189
New +$29K 0.02% 328

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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

Riverview Trust Company's BR Position: Q1 2025 in Review

Riverview Trust Company sold out of Broadridge (BR) in Q1 2025, closing a stake of 4 shares — an estimated $904 sold.

Riverview Trust Company first reported a position in BR in Q1 2022 and held it in 5 quarters. The position peaked at $29K in Q1 2022. 1,112 funds tracked by Wall St. Rank hold BR as of Q1 2025.

  • Riverview Trust Company reported no remaining Broadridge position as of Q1 2025 after selling out during the quarter.
  • Riverview Trust Company sold 4 Broadridge shares in Q1 2025, an estimated $904.
  • Riverview Trust Company first reported a position in Broadridge in Q1 2022 and held it in 5 quarters.
  • Riverview Trust Company's Broadridge position peaked at $29K in Q1 2022.
  • 1,112 funds tracked by Wall St. Rank held Broadridge as of Q1 2025.

Based on Riverview Trust Company's 13F filing for Q1 2025, filed 11 Apr 2025.