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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

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 $1.89T AUM 35.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Souders Financial Advisors's BR Position: Q4 2025 in Review

Souders Financial Advisors sold out of Broadridge (BR) in Q4 2025, closing a stake of 856 shares — an estimated $204K sold.

Souders Financial Advisors first reported a position in BR in Q2 2023 and held it in 10 quarters. The position peaked at $297K in Q4 2024. 1,135 funds tracked by Wall St. Rank hold BR as of Q4 2025.

  • Souders Financial Advisors reported no remaining Broadridge position as of Q4 2025 after selling out during the quarter.
  • Souders Financial Advisors sold 856 Broadridge shares in Q4 2025, an estimated $204K.
  • Souders Financial Advisors first reported a position in Broadridge in Q2 2023 and held it in 10 quarters.
  • Souders Financial Advisors's Broadridge position peaked at $297K in Q4 2024.
  • 1,135 funds tracked by Wall St. Rank held Broadridge as of Q4 2025.

Based on Souders Financial Advisors's 13F filing for Q4 2025, filed 2 Feb 2026.