Total Investment Management’s Broadridge BR Stock Holding History

Total Investment Management’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 Q3	–	Sell	-6	Closed	-$1.46K	–	188
2025 Q2	$1.46K	Buy	+6	New	+$1.43K	﹤0.01%	596

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

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

Total Investment Management's BR Position: Q3 2025 in Review

Total Investment Management sold out of Broadridge (BR) in Q3 2025, closing a stake of 6 shares — an estimated $1.46K sold.

Total Investment Management first reported a position in BR in Q2 2025 and held it in 1 quarter. The position peaked at $1.46K in Q2 2025. 1,103 funds tracked by Wall St. Rank hold BR as of Q3 2025.

Total Investment Management reported no remaining Broadridge position as of Q3 2025 after selling out during the quarter.
Total Investment Management sold 6 Broadridge shares in Q3 2025, an estimated $1.46K.
Total Investment Management first reported a position in Broadridge in Q2 2025 and held it in 1 quarter.
Total Investment Management's Broadridge position peaked at $1.46K in Q2 2025.
1,103 funds tracked by Wall St. Rank held Broadridge as of Q3 2025.

Based on Total Investment Management's 13F filing for Q3 2025, filed 13 Nov 2025.