Stance Capital’s Broadridge BR Stock Holding History

Stance Capital’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 Q1	–	Sell	-160	Closed	-$36.2K	–	82
2024 Q4	$36.2K	Buy	+160	New	+$35.8K	0.02%	148

Other funds holding BR

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return

Stance Capital's BR Position: Q1 2025 in Review

Stance Capital sold out of Broadridge (BR) in Q1 2025, closing a stake of 160 shares — an estimated $36.2K sold.

Stance Capital first reported a position in BR in Q4 2024 and held it in 1 quarter. The position peaked at $36.2K in Q4 2024. 1,107 funds tracked by Wall St. Rank hold BR as of Q1 2025.

Stance Capital reported no remaining Broadridge position as of Q1 2025 after selling out during the quarter.
Stance Capital sold 160 Broadridge shares in Q1 2025, an estimated $36.2K.
Stance Capital first reported a position in Broadridge in Q4 2024 and held it in 1 quarter.
Stance Capital's Broadridge position peaked at $36.2K in Q4 2024.
1,107 funds tracked by Wall St. Rank held Broadridge as of Q1 2025.

Based on Stance Capital's 13F filing for Q1 2025, filed 16 May 2025.