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WealthTrak Capital Management’s Broadridge BR Stock Holding History

WealthTrak 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
Q3 		– Sell
-13
Closed -$3.16K – 188
2025
Q2 		$3.16K Hold
13
– – ﹤0.01% 366
2025
Q1 		$3.15K Buy
13
+4
+44% +$941 ﹤0.01% 297
2024
Q4 		$2.04K Buy
+9
New +$2.02K ﹤0.01% 317

Other funds holding BR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return

WealthTrak Capital Management's BR Position: Q3 2025 in Review

WealthTrak Capital Management sold out of Broadridge (BR) in Q3 2025, closing a stake of 13 shares — an estimated $3.16K sold.

WealthTrak Capital Management first reported a position in BR in Q4 2024 and held it in 3 quarters. The position peaked at $3.16K in Q2 2025. 1,103 funds tracked by Wall St. Rank hold BR as of Q3 2025.

  • WealthTrak Capital Management reported no remaining Broadridge position as of Q3 2025 after selling out during the quarter.
  • WealthTrak Capital Management sold 13 Broadridge shares in Q3 2025, an estimated $3.16K.
  • WealthTrak Capital Management first reported a position in Broadridge in Q4 2024 and held it in 3 quarters.
  • WealthTrak Capital Management's Broadridge position peaked at $3.16K in Q2 2025.
  • 1,103 funds tracked by Wall St. Rank held Broadridge as of Q3 2025.

Based on WealthTrak Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.