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Sherbrooke Park Advisers’s Broadridge BR Stock Holding History

Sherbrooke Park Advisers’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
Q4 		– Sell
-4,121
Closed -$981K – 235
2025
Q3 		$981K Buy
4,121
+400
+11% +$99.6K 0.46% 34
2025
Q2 		$904K Buy
3,721
+2,205
+145% +$524K 0.39% 54
2025
Q1 		$368K Buy
+1,516
New +$357K 0.17% 224
2024
Q4 		– Sell
-2,375
Closed -$511K – 794
2024
Q3 		$511K Sell
2,375
-1,500
-39% -$314K 0.12% 308
2024
Q2 		$763K Sell
3,875
-222
-5% -$44K 0.13% 246
2024
Q1 		$839K Buy
4,097
+2,300
+128% +$464K 0.16% 191
2023
Q4 		$370K Sell
1,797
-515
-22% -$95K 0.17% 218
2023
Q3 		$414K Buy
+2,312
New +$409K 0.13% 276

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 $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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 $180B AUM 37.51% 1-Year Est. Return

Sherbrooke Park Advisers's BR Position: Q4 2025 in Review

Sherbrooke Park Advisers sold out of Broadridge (BR) in Q4 2025, closing a stake of 4,121 shares — an estimated $981K sold.

Sherbrooke Park Advisers first reported a position in BR in Q3 2023 and held it in 8 quarters. The position peaked at $981K in Q3 2025. 1,132 funds tracked by Wall St. Rank hold BR as of Q4 2025.

  • Sherbrooke Park Advisers reported no remaining Broadridge position as of Q4 2025 after selling out during the quarter.
  • Sherbrooke Park Advisers sold 4,121 Broadridge shares in Q4 2025, an estimated $981K.
  • Sherbrooke Park Advisers first reported a position in Broadridge in Q3 2023 and held it in 8 quarters.
  • Sherbrooke Park Advisers's Broadridge position peaked at $981K in Q3 2025.
  • 1,132 funds tracked by Wall St. Rank held Broadridge as of Q4 2025.

Based on Sherbrooke Park Advisers's 13F filing for Q4 2025, filed 17 Feb 2026.