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Roehl & Yi Investment Advisors’s Broadridge BR Stock Holding History

Roehl & Yi Investment 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
Q1 		– Sell
-1,811
Closed -$409K – 156
2024
Q4 		$409K Buy
+1,811
New +$406K 0.23% 95

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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

Roehl & Yi Investment Advisors's BR Position: Q1 2025 in Review

Roehl & Yi Investment Advisors sold out of Broadridge (BR) in Q1 2025, closing a stake of 1,811 shares — an estimated $409K sold.

Roehl & Yi Investment Advisors first reported a position in BR in Q4 2024 and held it in 1 quarter. The position peaked at $409K in Q4 2024. 1,107 funds tracked by Wall St. Rank hold BR as of Q1 2025.

  • Roehl & Yi Investment Advisors reported no remaining Broadridge position as of Q1 2025 after selling out during the quarter.
  • Roehl & Yi Investment Advisors sold 1,811 Broadridge shares in Q1 2025, an estimated $409K.
  • Roehl & Yi Investment Advisors first reported a position in Broadridge in Q4 2024 and held it in 1 quarter.
  • Roehl & Yi Investment Advisors's Broadridge position peaked at $409K in Q4 2024.
  • 1,107 funds tracked by Wall St. Rank held Broadridge as of Q1 2025.

Based on Roehl & Yi Investment Advisors's 13F filing for Q1 2025, filed 29 May 2026.