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VisionPoint Advisory Group’s Broadridge BR Stock Holding History

VisionPoint Advisory Group’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
-875
Closed -$213K – 395
2025
Q2 		$213K Buy
875
+15
+2% +$3.56K 0.05% 339
2025
Q1 		$209K Buy
860
+10
+1% +$2.35K 0.07% 192
2024
Q4 		$193K Buy
850
+31
+4% +$6.94K 0.07% 186
2024
Q3 		$176K Buy
819
+170
+26% +$35.6K 0.06% 182
2024
Q2 		$128K Buy
649
+93
+17% +$18.4K 0.05% 196
2024
Q1 		$114K Buy
556
+215
+63% +$43.4K 0.04% 200
2023
Q4 		$70.2K Buy
+341
New +$62.9K 0.03% 216

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 $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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
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

VisionPoint Advisory Group's BR Position: Q3 2025 in Review

VisionPoint Advisory Group sold out of Broadridge (BR) in Q3 2025, closing a stake of 875 shares — an estimated $213K sold.

VisionPoint Advisory Group first reported a position in BR in Q4 2023 and held it in 7 quarters. The position peaked at $213K in Q2 2025. 1,105 funds tracked by Wall St. Rank hold BR as of Q3 2025.

  • VisionPoint Advisory Group reported no remaining Broadridge position as of Q3 2025 after selling out during the quarter.
  • VisionPoint Advisory Group sold 875 Broadridge shares in Q3 2025, an estimated $213K.
  • VisionPoint Advisory Group first reported a position in Broadridge in Q4 2023 and held it in 7 quarters.
  • VisionPoint Advisory Group's Broadridge position peaked at $213K in Q2 2025.
  • 1,105 funds tracked by Wall St. Rank held Broadridge as of Q3 2025.

Based on VisionPoint Advisory Group's 13F filing for Q3 2025, filed 8 Oct 2025.