Sachetta’s Broadridge BR Stock Holding History

Sachetta’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 Q1	$1.14K	Sell	7 -21	-75%	-$3.99K	﹤0.01%	966
2025 Q4	$6.25K	Hold	28	–	–	﹤0.01%	490
2025 Q3	$6.67K	Hold	28	–	–	﹤0.01%	544
2025 Q2	$6.81K	Buy	28 +6	+27%	+$1.43K	﹤0.01%	521
2025 Q1	$5.34K	Sell	22 -20	-48%	-$4.71K	﹤0.01%	546
2024 Q4	$9.52K	Hold	42	–	–	﹤0.01%	449
2024 Q3	$9.05K	Hold	42	–	–	﹤0.01%	487
2024 Q2	$9.05K	Buy	42 +35	+500%	+$6.94K	﹤0.01%	465
2024 Q1	$1.44K	Hold	7	–	–	﹤0.01%	808
2023 Q4	$1.44K	Buy	+7	New	+$1.29K	﹤0.01%	808

Other funds holding BR

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return