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Souders Financial Advisors’s Broadridge BR Stock Holding History

Souders Financial 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
Q4 		– Sell
-856
Closed -$204K – 209
2025
Q3 		$204K Buy
856
+18
+2% +$4.48K 0.02% 201
2025
Q2 		$204K Buy
838
+1
+0.1% +$238 0.03% 196
2025
Q1 		$203K Sell
837
-475
-36% -$112K 0.03% 181
2024
Q4 		$297K Buy
1,312
+2
+0.2% +$448 0.04% 150
2024
Q3 		$282K Buy
1,310
+2
+0.2% +$418 0.04% 146
2024
Q2 		$258K Buy
1,308
+7
+0.5% +$1.39K 0.04% 149
2024
Q1 		$267K Sell
1,301
-85
-6% -$17.1K 0.04% 146
2023
Q4 		$285K Buy
1,386
+3
+0.2% +$553 0.05% 146
2023
Q3 		$248K Sell
1,383
-3
-0.2% -$531 0.05% 146
2023
Q2 		$230K Buy
+1,386
New +$210K 0.04% 145

Other funds holding BR

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BlackRock
BlackRock New York $5.7T 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
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 $280B 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