SOA Wealth Advisors’s Broadridge BR Stock Holding History

SOA Wealth 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 Q2	–	Sell	-11	Closed	-$2.67K	–	887
2025 Q1	$2.67K	Hold	11	–	–	﹤0.01%	684
2024 Q4	$2.49K	Hold	11	–	–	﹤0.01%	670
2024 Q3	$2.37K	Hold	11	–	–	﹤0.01%	656
2024 Q2	$2.17K	Sell	11 -2	-15%	-$397	﹤0.01%	665
2024 Q1	$2.66K	Hold	13	–	–	﹤0.01%	674
2023 Q4	$2.67K	Hold	13	–	–	﹤0.01%	665
2023 Q3	$2.33K	Hold	13	–	–	﹤0.01%	701
2023 Q2	$2.15K	Hold	13	–	–	﹤0.01%	720
2023 Q1	$1.91K	Hold	13	–	–	﹤0.01%	733
2022 Q4	$1.74K	Hold	13	–	–	﹤0.01%	749
2022 Q3	$1K	Hold	13	–	–	﹤0.01%	749
2022 Q2	$1K	Sell	13 -77	-86%	-$11.2K	﹤0.01%	738
2022 Q1	$14K	Hold	90	–	–	﹤0.01%	518
2021 Q4	$16K	Hold	90	–	–	﹤0.01%	483
2021 Q3	$14K	Hold	90	–	–	﹤0.01%	516
2021 Q2	$14K	Buy	90 +81	+900%	+$12.9K	﹤0.01%	512
2021 Q1	$1K	Buy	9 +2	+29%	+$295	﹤0.01%	749
2020 Q4	$1K	Buy	+7	New	+$1.01K	﹤0.01%	726

Other funds holding BR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

SOA Wealth Advisors's BR Position: Q2 2025 in Review

SOA Wealth Advisors sold out of Broadridge (BR) in Q2 2025, closing a stake of 11 shares — an estimated $2.67K sold.

SOA Wealth Advisors first reported a position in BR in Q4 2020 and held it in 18 quarters. The position peaked at $16K in Q4 2021. 1,098 funds tracked by Wall St. Rank hold BR as of Q2 2025.

SOA Wealth Advisors reported no remaining Broadridge position as of Q2 2025 after selling out during the quarter.
SOA Wealth Advisors sold 11 Broadridge shares in Q2 2025, an estimated $2.67K.
SOA Wealth Advisors first reported a position in Broadridge in Q4 2020 and held it in 18 quarters.
SOA Wealth Advisors's Broadridge position peaked at $16K in Q4 2021.
1,098 funds tracked by Wall St. Rank held Broadridge as of Q2 2025.

Based on SOA Wealth Advisors's 13F filing for Q2 2025, filed 18 Jul 2025.