Root Financial Partners
BR icon

Root Financial Partners’s Broadridge BR Stock Holding History

Root Financial Partners’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
2026
Q3 		$126K Buy
+781
New +$128K ﹤0.01% 624
2026
Q2 		– Sell
-231
Closed -$37.5K – 795
2026
Q1 		$37.5K Sell
231
-26
-10% -$4.94K ﹤0.01% 1005
2025
Q4 		$57.3K Buy
257
+18
+8% +$4.1K ﹤0.01% 656
2025
Q3 		$57K Buy
+239
New +$59.5K ﹤0.01% 624

Other funds holding BR

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Yacktman Asset Management
Yacktman Asset Management Austin, Texas $8.38B AUM 19.52% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Root Financial Partners's BR Position: Q3 2026 in Review

Root Financial Partners opened a new position in Broadridge (BR) in Q3 2026: 781 shares worth $126K. The stake represents ﹤0.01% of the portfolio and ranks #624 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in BR as recently as Q1 2026.

Root Financial Partners first reported a position in BR in Q3 2025 and has held it in 4 quarters since. 600 funds tracked by Wall St. Rank hold BR as of Q3 2026.

  • Root Financial Partners held 781 shares of Broadridge worth $126K as of Q3 2026.
  • Broadridge was a new Root Financial Partners position in Q3 2026.
  • Broadridge made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #624 holding.
  • Root Financial Partners first reported a position in Broadridge in Q3 2025 and has held it in 4 quarters since.
  • 600 funds tracked by Wall St. Rank held Broadridge as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.