Virtue Capital Management’s Broadridge BR Stock Holding History

Virtue 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 Q2	–	Sell	-855	Closed	-$208K	–	283
2025 Q1	$208K	Buy	+855	New	+$201K	0.02%	447

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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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

Virtue Capital Management's BR Position: Q2 2025 in Review

Virtue Capital Management sold out of Broadridge (BR) in Q2 2025, closing a stake of 855 shares — an estimated $208K sold.

Virtue Capital Management first reported a position in BR in Q1 2025 and held it in 1 quarter. The position peaked at $208K in Q1 2025. 1,096 funds tracked by Wall St. Rank hold BR as of Q2 2025.

Virtue Capital Management reported no remaining Broadridge position as of Q2 2025 after selling out during the quarter.
Virtue Capital Management sold 855 Broadridge shares in Q2 2025, an estimated $208K.
Virtue Capital Management first reported a position in Broadridge in Q1 2025 and held it in 1 quarter.
Virtue Capital Management's Broadridge position peaked at $208K in Q1 2025.
1,096 funds tracked by Wall St. Rank held Broadridge as of Q2 2025.

Based on Virtue Capital Management's 13F filing for Q2 2025, filed 13 Aug 2025.