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Talon Private Wealth’s Broadridge BR Stock Holding History

Talon Private Wealth’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 		$3.89K Buy
+16
New +$3.8K ﹤0.01% 271
2025
Q1 		– Sell
-8
Closed -$1.81K – 194
2024
Q4 		$1.81K Hold
8
– – ﹤0.01% 261
2024
Q3 		$1.72K Buy
+8
New +$1.67K ﹤0.01% 268

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

Talon Private Wealth's BR Position: Q2 2025 in Review

Talon Private Wealth opened a new position in Broadridge (BR) in Q2 2025: 16 shares worth $3.89K. The stake represents ﹤0.01% of the portfolio and ranks #271 among its holdings. This is a return to the name: Talon Private Wealth previously reported a position in BR as recently as Q4 2024.

Talon Private Wealth first reported a position in BR in Q3 2024 and has held it in 3 quarters since. 1,095 funds tracked by Wall St. Rank hold BR as of Q2 2025.

  • Talon Private Wealth held 16 shares of Broadridge worth $3.89K as of Q2 2025.
  • Broadridge was a new Talon Private Wealth position in Q2 2025.
  • Broadridge made up ﹤0.01% of Talon Private Wealth's portfolio in Q2 2025, its #271 holding.
  • Talon Private Wealth first reported a position in Broadridge in Q3 2024 and has held it in 3 quarters since.
  • 1,095 funds tracked by Wall St. Rank held Broadridge as of Q2 2025.

Based on Talon Private Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.