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Thoroughbred Financial Services’s Broadridge BR Stock Holding History

Thoroughbred Financial Services’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
-2,008
Closed -$486K – 573
2025
Q1 		$486K Sell
2,008
-23
-1% -$5.41K 0.03% 427
2024
Q4 		$459K Sell
2,031
-18
-0.9% -$4.03K 0.03% 421
2024
Q3 		$440K Sell
2,049
-141
-6% -$29.5K 0.03% 430
2024
Q2 		$431K Buy
+2,190
New +$434K 0.03% 408
2024
Q1 		– Sell
-2,208
Closed -$454K – 483
2023
Q4 		$454K Sell
2,208
-103
-4% -$19K 0.04% 376
2023
Q3 		$413K Buy
+2,311
New +$409K 0.04% 360

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 $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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

Thoroughbred Financial Services's BR Position: Q2 2025 in Review

Thoroughbred Financial Services sold out of Broadridge (BR) in Q2 2025, closing a stake of 2,008 shares — an estimated $486K sold.

Thoroughbred Financial Services first reported a position in BR in Q3 2023 and held it in 6 quarters. The position peaked at $486K in Q1 2025. 1,098 funds tracked by Wall St. Rank hold BR as of Q2 2025.

  • Thoroughbred Financial Services reported no remaining Broadridge position as of Q2 2025 after selling out during the quarter.
  • Thoroughbred Financial Services sold 2,008 Broadridge shares in Q2 2025, an estimated $486K.
  • Thoroughbred Financial Services first reported a position in Broadridge in Q3 2023 and held it in 6 quarters.
  • Thoroughbred Financial Services's Broadridge position peaked at $486K in Q1 2025.
  • 1,098 funds tracked by Wall St. Rank held Broadridge as of Q2 2025.

Based on Thoroughbred Financial Services's 13F filing for Q2 2025, filed 8 Aug 2025.