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Scott Marsh Financial’s Broadridge BR Stock Holding History

Scott Marsh Financial’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
Q2 		$1.45M Buy
+5,948
New +$1.41M 0.54% 48

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

Scott Marsh Financial's BR Position: Q2 2025 in Review

Scott Marsh Financial opened a new position in Broadridge (BR) in Q2 2025: 5,948 shares worth $1.45M. The stake represents 0.54% of the portfolio and ranks #48 among its holdings.

1,095 funds tracked by Wall St. Rank hold BR as of Q2 2025.

  • Scott Marsh Financial held 5,948 shares of Broadridge worth $1.45M as of Q2 2025.
  • Broadridge was a new Scott Marsh Financial position in Q2 2025.
  • Broadridge made up 0.54% of Scott Marsh Financial's portfolio in Q2 2025, its #48 holding.
  • 1,095 funds tracked by Wall St. Rank held Broadridge as of Q2 2025.

Based on Scott Marsh Financial's 13F filing for Q2 2025, filed 14 Aug 2025.