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Stonebridge Financial Group (Pennsylvania)’s Broadridge BR Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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
-1
Closed -$242 – 310
2025
Q1 		$242 Buy
+1
New +$235 ﹤0.01% 914

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

Stonebridge Financial Group (Pennsylvania)'s BR Position: Q2 2025 in Review

Stonebridge Financial Group (Pennsylvania) sold out of Broadridge (BR) in Q2 2025, closing a stake of 1 share — an estimated $242 sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in BR in Q1 2025 and held it in 1 quarter. The position peaked at $242 in Q1 2025. 1,096 funds tracked by Wall St. Rank hold BR as of Q2 2025.

  • Stonebridge Financial Group (Pennsylvania) reported no remaining Broadridge position as of Q2 2025 after selling out during the quarter.
  • Stonebridge Financial Group (Pennsylvania) sold 1 Broadridge share in Q2 2025, an estimated $242.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in Broadridge in Q1 2025 and held it in 1 quarter.
  • Stonebridge Financial Group (Pennsylvania)'s Broadridge position peaked at $242 in Q1 2025.
  • 1,096 funds tracked by Wall St. Rank held Broadridge as of Q2 2025.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2025, filed 24 Jul 2025.