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von Borstel & Associates’s Broadridge BR Stock Holding History

von Borstel & Associates’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
-930
Closed -$207K – 61
2025
Q3 		$207K Buy
+930
New +$232K 0.03% 164
2025
Q2 		– Sell
-177
Closed -$43K – 52
2025
Q1 		$43K Buy
+177
New +$41.7K 0.01% 80

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

von Borstel & Associates's BR Position: Q4 2025 in Review

von Borstel & Associates sold out of Broadridge (BR) in Q4 2025, closing a stake of 930 shares — an estimated $207K sold.

von Borstel & Associates first reported a position in BR in Q1 2025 and held it in 2 quarters. The position peaked at $207K in Q3 2025. 1,137 funds tracked by Wall St. Rank hold BR as of Q4 2025.

  • von Borstel & Associates reported no remaining Broadridge position as of Q4 2025 after selling out during the quarter.
  • von Borstel & Associates sold 930 Broadridge shares in Q4 2025, an estimated $207K.
  • von Borstel & Associates first reported a position in Broadridge in Q1 2025 and held it in 2 quarters.
  • von Borstel & Associates's Broadridge position peaked at $207K in Q3 2025.
  • 1,137 funds tracked by Wall St. Rank held Broadridge as of Q4 2025.

Based on von Borstel & Associates's 13F filing for Q4 2025, filed 12 Feb 2026.