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WBI Investments’s Broadridge BR Stock Holding History

WBI Investments’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
-2,738
Closed -$652K – 319
2025
Q3 		$652K Sell
2,738
-523
-16% -$130K 0.17% 156
2025
Q2 		$793K Buy
3,261
+1,750
+116% +$416K 0.21% 152
2025
Q1 		$366K Sell
1,511
-5,351
-78% -$1.26M 0.1% 159
2024
Q4 		$1.55M Sell
6,862
-1,598
-19% -$358K 0.39% 82
2024
Q3 		$1.82M Sell
8,460
-11,815
-58% -$2.47M 0.44% 61
2024
Q2 		$3.99M Buy
20,275
+9,447
+87% +$1.87M 0.97% 25
2024
Q1 		$2.22M Buy
+10,828
New +$2.18M 0.46% 55
2021
Q2 		– Sell
-43,877
Closed -$6.72M – 186
2021
Q1 		$6.72M Buy
43,877
+21,528
+96% +$3.18M 1.06% 15
2020
Q4 		$3.42M Buy
22,349
+13,088
+141% +$1.9M 0.52% 47
2020
Q3 		$1.22M Buy
+9,261
New +$1.24M 0.19% 68
2019
Q3 		– Sell
-19,989
Closed -$2.55M – 213
2019
Q2 		$2.55M Buy
+19,989
New +$2.41M 0.22% 99
2018
Q3 		– Sell
-22,690
Closed -$2.61M – 252
2018
Q2 		$2.61M Buy
+22,690
New +$2.56M 0.14% 99
2017
Q4 		– Sell
-74,606
Closed -$6.03M – 291
2017
Q3 		$6.03M Buy
+74,606
New +$5.75M 0.27% 71
2016
Q1 		– Sell
-216,825
Closed -$11.7M – 134
2015
Q4 		$11.7M Buy
+216,825
New +$12.2M 0.33% 63

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
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

WBI Investments's BR Position: Q4 2025 in Review

WBI Investments sold out of Broadridge (BR) in Q4 2025, closing a stake of 2,738 shares — an estimated $652K sold.

WBI Investments first reported a position in BR in Q4 2015 and held it in 14 quarters. The position peaked at $11.7M in Q4 2015. 1,135 funds tracked by Wall St. Rank hold BR as of Q4 2025.

  • WBI Investments reported no remaining Broadridge position as of Q4 2025 after selling out during the quarter.
  • WBI Investments sold 2,738 Broadridge shares in Q4 2025, an estimated $652K.
  • WBI Investments first reported a position in Broadridge in Q4 2015 and held it in 14 quarters.
  • WBI Investments's Broadridge position peaked at $11.7M in Q4 2015.
  • 1,135 funds tracked by Wall St. Rank held Broadridge as of Q4 2025.

Based on WBI Investments's 13F filing for Q4 2025, filed 13 Feb 2026.