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TruNorth Capital Management’s Broadridge BR Stock Holding History

TruNorth Capital 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
Q4 		– Sell
-25
Closed -$5.95K – 151
2025
Q3 		$5.95K Buy
+25
New +$6.23K ﹤0.01% 365

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Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
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Mitsubishi UFJ Asset Management
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TruNorth Capital Management's BR Position: Q4 2025 in Review

TruNorth Capital Management sold out of Broadridge (BR) in Q4 2025, closing a stake of 25 shares — an estimated $5.95K sold.

TruNorth Capital Management first reported a position in BR in Q3 2025 and held it in 1 quarter. The position peaked at $5.95K in Q3 2025. 1,132 funds tracked by Wall St. Rank hold BR as of Q4 2025.

  • TruNorth Capital Management reported no remaining Broadridge position as of Q4 2025 after selling out during the quarter.
  • TruNorth Capital Management sold 25 Broadridge shares in Q4 2025, an estimated $5.95K.
  • TruNorth Capital Management first reported a position in Broadridge in Q3 2025 and held it in 1 quarter.
  • TruNorth Capital Management's Broadridge position peaked at $5.95K in Q3 2025.
  • 1,132 funds tracked by Wall St. Rank held Broadridge as of Q4 2025.

Based on TruNorth Capital Management's 13F filing for Q4 2025, filed 11 Feb 2026.