Trust Company of Vermont’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $83.7K | Buy |
375
+120
| +47% | +$27.4K | ﹤0.01% | 478 |
|
|
2025
Q3 | $60.7K | Hold |
255
| – | – | ﹤0.01% | 527 |
|
|
2025
Q2 | $62K | Hold |
255
| – | – | ﹤0.01% | 518 |
|
|
2025
Q1 | $61.8K | Sell |
255
-600
| -70% | -$141K | ﹤0.01% | 496 |
|
|
2024
Q4 | $193K | Hold |
855
| – | – | 0.01% | 352 |
|
|
2024
Q3 | $184K | Buy |
855
+16
| +2% | +$3.35K | 0.01% | 343 |
|
|
2024
Q2 | $165K | Hold |
839
| – | – | 0.01% | 336 |
|
|
2024
Q1 | $172K | Buy |
839
+789
| +1,578% | +$159K | 0.01% | 334 |
|
|
2023
Q4 | $10.3K | Sell |
50
-789
| -94% | -$146K | ﹤0.01% | 609 |
|
|
2023
Q3 | $150K | Hold |
839
| – | – | 0.01% | 328 |
|
|
2023
Q2 | $139K | Hold |
839
| – | – | 0.01% | 355 |
|
|
2023
Q1 | $123K | Hold |
839
| – | – | 0.01% | 372 |
|
|
2022
Q4 | $113K | Sell |
839
-403
| -32% | -$57.3K | 0.01% | 368 |
|
|
2022
Q3 | $179K | Buy |
1,242
+353
| +40% | +$57.3K | 0.01% | 309 |
|
|
2022
Q2 | $126K | Buy |
+889
| New | +$129K | 0.01% | 356 |
|
|
2022
Q1 | – | Sell |
-849
| Closed | -$155K | – | 370 |
|
|
2021
Q4 | $155K | Buy |
+849
| New | +$149K | 0.01% | 344 |
|
|
2021
Q3 | – | Sell |
-789
| Closed | -$127K | – | 360 |
|
|
2021
Q2 | $127K | Hold |
789
| – | – | 0.01% | 360 |
|
|
2021
Q1 | $121K | Sell |
789
-49
| -6% | -$7.24K | 0.01% | 356 |
|
|
2020
Q4 | $129K | Buy |
838
+24
| +3% | +$3.48K | 0.01% | 334 |
|
|
2020
Q3 | $107K | Hold |
814
| – | – | 0.01% | 340 |
|
|
2020
Q2 | $103K | Sell |
814
-442
| -35% | -$51.2K | 0.01% | 351 |
|
|
2020
Q1 | $119K | Hold |
1,256
| – | – | 0.01% | 338 |
|
|
2019
Q4 | $156K | Hold |
1,256
| – | – | 0.01% | 345 |
|
|
2019
Q3 | $156K | Hold |
1,256
| – | – | 0.01% | 350 |
|
|
2019
Q2 | $160K | Hold |
1,256
| – | – | 0.01% | 347 |
|
|
2019
Q1 | $130K | Hold |
1,256
| – | – | 0.01% | 366 |
|
|
2018
Q4 | $121K | Hold |
1,256
| – | – | 0.01% | 362 |
|
|
2018
Q3 | $165K | Hold |
1,256
| – | – | 0.01% | 349 |
|
|
2018
Q2 | $145K | Sell |
1,256
-17
| -1% | -$1.92K | 0.01% | 363 |
|
|
2018
Q1 | $139K | Hold |
1,273
| – | – | 0.01% | 353 |
|
|
2017
Q4 | $115K | Hold |
1,273
| – | – | 0.01% | 387 |
|
|
2017
Q3 | $103K | Hold |
1,273
| – | – | 0.01% | 398 |
|
|
2017
Q2 | $96K | Hold |
1,273
| – | – | 0.01% | 411 |
|
|
2017
Q1 | $86K | Hold |
1,273
| – | – | 0.01% | 415 |
|
|
2016
Q4 | $84K | Hold |
1,273
| – | – | 0.01% | 401 |
|
|
2016
Q3 | $86K | Hold |
1,273
| – | – | 0.01% | 365 |
|
|
2016
Q2 | $83K | Hold |
1,273
| – | – | 0.01% | 337 |
|
|
2016
Q1 | $75K | Hold |
1,273
| – | – | 0.01% | 346 |
|
|
2015
Q4 | $69K | Hold |
1,273
| – | – | 0.01% | 356 |
|
|
2015
Q3 | $70K | Hold |
1,273
| – | – | 0.01% | 349 |
|
|
2015
Q2 | $64K | Sell |
1,273
-777
| -38% | -$41.4K | 0.01% | 363 |
|
|
2015
Q1 | $113K | Hold |
2,050
| – | – | 0.02% | 298 |
|
|
2014
Q4 | $95K | Hold |
2,050
| – | – | 0.01% | 318 |
|
|
2014
Q3 | $86K | Hold |
2,050
| – | – | 0.01% | 325 |
|
|
2014
Q2 | $86K | Buy |
2,050
+22
| +1% | +$861 | 0.01% | 313 |
|
|
2014
Q1 | $75K | Buy |
2,028
+847
| +72% | +$31.8K | 0.01% | 319 |
|
|
2013
Q4 | $46K | Hold |
1,181
| – | – | 0.01% | 369 |
|
|
2013
Q3 | $37K | Hold |
1,181
| – | – | 0.01% | 379 |
|
|
2013
Q2 | $32K | Buy |
+1,181
| New | +$30.4K | 0.01% | 398 |
|
Other funds holding BR
Trust Company of Vermont's BR Position: Q4 2025 in Review
Trust Company of Vermont increased its Broadridge (BR) stake by 47% in Q4 2025, buying an estimated $27.4K and bringing the position to 375 shares worth $83.7K. The position accounts for ﹤0.01% of the portfolio, ranked #478.
Trust Company of Vermont first reported a position in BR in Q2 2013 and has held it in 49 quarters since. The position peaked at $193K in Q4 2024. 1,132 funds tracked by Wall St. Rank hold BR as of Q4 2025.
- Trust Company of Vermont held 375 shares of Broadridge worth $83.7K as of Q4 2025.
- Trust Company of Vermont bought 120 Broadridge shares in Q4 2025, an estimated $27.4K.
- Broadridge made up ﹤0.01% of Trust Company of Vermont's portfolio in Q4 2025, its #478 holding.
- Trust Company of Vermont first reported a position in Broadridge in Q2 2013 and has held it in 49 quarters since.
- Trust Company of Vermont's Broadridge position peaked at $193K in Q4 2024.
- 1,132 funds tracked by Wall St. Rank held Broadridge as of Q4 2025.
Based on Trust Company of Vermont's 13F filing for Q4 2025, filed 16 Jan 2026.