USAA
BR icon

United Services Automobile Association’s Broadridge BR Stock Holding History

United Services Automobile Association’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
-2,405
Closed -$571K – 154
2025
Q1 		$571K Buy
+2,405
New +$566K 0.02% 474
2019
Q4 		– Sell
-1,711
Closed -$213K – 317
2019
Q3 		$213K Sell
1,711
-37,319
-96% -$4.81M ﹤0.01% 407
2019
Q2 		$4.98M Sell
39,030
-57,477
-60% -$6.92M 0.01% 791
2019
Q1 		$10M Sell
96,507
-16,551
-15% -$1.66M 0.03% 538
2018
Q4 		$10.9M Buy
113,058
+2,384
+2% +$258K 0.03% 469
2018
Q3 		$14.6M Buy
110,674
+10,883
+11% +$1.38M 0.04% 443
2018
Q2 		$11.5M Buy
99,791
+17,104
+21% +$1.93M 0.03% 512
2018
Q1 		$9.07M Buy
82,687
+69,276
+517% +$6.88M 0.02% 564
2017
Q4 		$1.22M Buy
13,411
+940
+8% +$82K ﹤0.01% 1181
2017
Q3 		$1.01M Buy
+12,471
New +$960K ﹤0.01% 1187
2017
Q1 		– Sell
-17,866
Closed -$1.19M – 1319
2016
Q4 		$1.19M Sell
17,866
-3,490
-16% -$227K ﹤0.01% 1080
2016
Q3 		$1.45M Buy
21,356
+5,956
+39% +$407K ﹤0.01% 1051
2016
Q2 		$1M Buy
15,400
+290
+2% +$18K ﹤0.01% 1068
2016
Q1 		$896K Hold
15,110
– – ﹤0.01% 1079
2015
Q4 		$812K Buy
+15,110
New +$847K ﹤0.01% 1112
2015
Q3 		– Sell
-19,300
Closed -$965K – 1271
2015
Q2 		$965K Hold
19,300
– – ﹤0.01% 1124
2015
Q1 		$1.06M Buy
19,300
+1,000
+5% +$50.8K ﹤0.01% 1110
2014
Q4 		$845K Buy
18,300
+1,700
+10% +$74.4K ﹤0.01% 1131
2014
Q3 		$691K Sell
16,600
-1,700
-9% -$70.7K ﹤0.01% 1127
2014
Q2 		$762K Hold
18,300
– – ﹤0.01% 1116
2014
Q1 		$680K Buy
18,300
+11,100
+154% +$416K ﹤0.01% 1117
2013
Q4 		$285K Buy
+7,200
New +$260K ﹤0.01% 1203

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

United Services Automobile Association's BR Position: Q2 2025 in Review

United Services Automobile Association sold out of Broadridge (BR) in Q2 2025, closing a stake of 2,405 shares — an estimated $571K sold.

United Services Automobile Association first reported a position in BR in Q4 2013 and held it in 22 quarters. The position peaked at $14.6M in Q3 2018. 1,098 funds tracked by Wall St. Rank hold BR as of Q2 2025.

  • United Services Automobile Association reported no remaining Broadridge position as of Q2 2025 after selling out during the quarter.
  • United Services Automobile Association sold 2,405 Broadridge shares in Q2 2025, an estimated $571K.
  • United Services Automobile Association first reported a position in Broadridge in Q4 2013 and held it in 22 quarters.
  • United Services Automobile Association's Broadridge position peaked at $14.6M in Q3 2018.
  • 1,098 funds tracked by Wall St. Rank held Broadridge as of Q2 2025.

Based on United Services Automobile Association's 13F filing for Q2 2025, filed 15 Aug 2025.