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SRN Advisors’s Broadridge BR Stock Holding History

SRN 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 		$860K Buy
3,538
+208
+6% +$49.4K 0.78% 49
2025
Q1 		$807K Sell
3,330
-104
-3% -$24.5K 0.91% 47
2024
Q4 		$776K Sell
3,434
-432
-11% -$96.8K 0.69% 79
2024
Q3 		$831K Sell
3,866
-8,058
-68% -$1.69M 0.74% 72
2024
Q2 		$2.35M Buy
11,924
+630
+6% +$125K 1.95% 11
2024
Q1 		$2.31M Buy
11,294
+1,357
+14% +$274K 1.81% 9
2023
Q4 		$2.04M Buy
9,937
+4,863
+96% +$897K 1.83% 9
2023
Q3 		$909K Sell
5,074
-2,464
-33% -$436K 0.9% 48
2023
Q2 		$1.25M Sell
7,538
-715
-9% -$108K 1.11% 34
2023
Q1 		$1.2M Sell
8,253
-2,544
-24% -$364K 1.1% 38
2022
Q4 		$1.45M Sell
10,797
-2,210
-17% -$314K 1.44% 21
2022
Q3 		$1.88M Sell
13,007
-272
-2% -$44.1K 1.57% 13
2022
Q2 		$1.89M Sell
13,279
-8,132
-38% -$1.18M 1.32% 21
2022
Q1 		$3.33M Sell
21,411
-3,978
-16% -$610K 1.47% 21
2021
Q4 		$4.64M Sell
25,389
-2,587
-9% -$455K 1.67% 13
2021
Q3 		$4.66M Sell
27,976
-2,276
-8% -$388K 2.16% 20
2021
Q2 		$4.89M Buy
30,252
+3,578
+13% +$572K 1.66% 19
2021
Q1 		$4.08M Buy
26,674
+8,596
+48% +$1.27M 1.46% 26
2020
Q4 		$2.75M Buy
+18,078
New +$2.62M 1.35% 23

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

SRN Advisors's BR Position: Q2 2025 in Review

SRN Advisors increased its Broadridge (BR) stake by 6.2% in Q2 2025, buying an estimated $49.4K and bringing the position to 3,538 shares worth $860K. The position accounts for 0.78% of the portfolio, ranked #49.

SRN Advisors first reported a position in BR in Q4 2020 and has held it in 19 quarters since. The position peaked at $4.89M in Q2 2021. 1,095 funds tracked by Wall St. Rank hold BR as of Q2 2025.

  • SRN Advisors held 3,538 shares of Broadridge worth $860K as of Q2 2025.
  • SRN Advisors bought 208 Broadridge shares in Q2 2025, an estimated $49.4K.
  • Broadridge made up 0.78% of SRN Advisors's portfolio in Q2 2025, its #49 holding.
  • SRN Advisors first reported a position in Broadridge in Q4 2020 and has held it in 19 quarters since.
  • SRN Advisors's Broadridge position peaked at $4.89M in Q2 2021.
  • 1,095 funds tracked by Wall St. Rank held Broadridge as of Q2 2025.

Based on SRN Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.