West Oak Capital’s Broadridge BR Stock Holding History

West Oak Capital’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	$1.19K	Hold	500	–	–	0.05%	132
2025 Q2	$1.22K	Hold	500	–	–	0.05%	138
2025 Q1	$1.21K	Hold	500	–	–	0.05%	135
2024 Q4	$1.13M	Hold	500	–	–	0.04%	138
2024 Q3	$1.07K	Hold	500	–	–	0.02%	143
2024 Q2	$98.5K	Hold	500	–	–	0.04%	149
2024 Q1	$102K	Hold	500	–	–	0.04%	149
2023 Q4	$101K	Hold	500	–	–	0.05%	150
2023 Q3	$90K	Hold	500	–	–	0.04%	152
2023 Q2	$82.8K	Hold	500	–	–	0.04%	154
2023 Q1	$73.3K	Hold	500	–	–	0.04%	157
2022 Q4	$67K	Hold	500	–	–	0.04%	152
2022 Q3	$72K	Hold	500	–	–	0.04%	154
2022 Q2	$71K	Hold	500	–	–	0.04%	156
2022 Q1	$78K	Hold	500	–	–	0.04%	161
2021 Q4	$91K	Hold	500	–	–	0.03%	165
2021 Q3	$83K	Hold	500	–	–	0.03%	168
2021 Q2	$81K	Hold	500	–	–	0.03%	165
2021 Q1	$77K	Hold	500	–	–	0.03%	163
2020 Q4	$77K	Sell	500 -300	-38%	-$43.5K	0.04%	162
2020 Q3	$106K	Hold	800	–	–	0.06%	128
2020 Q2	$101K	Hold	800	–	–	0.06%	131
2020 Q1	$76K	Hold	800	–	–	0.05%	144
2019 Q4	$99K	Hold	800	–	–	0.06%	145
2019 Q3	$100K	Hold	800	–	–	0.06%	140
2019 Q2	$102K	Hold	800	–	–	0.06%	142
2019 Q1	$83K	Hold	800	–	–	0.05%	150
2018 Q4	$77K	Sell	800 -100	-11%	-$10.8K	0.05%	146
2018 Q3	$119K	Hold	900	–	–	0.07%	138
2018 Q2	$104K	Hold	900	–	–	0.06%	141
2018 Q1	$98.7K	Hold	900	–	–	0.06%	147
2017 Q4	$81.5K	Buy	900 +100	+13%	+$8.72K	0.05%	145
2017 Q3	$64.7K	Hold	800	–	–	0.04%	171
2017 Q2	$60.4K	Hold	800	–	–	0.04%	175
2017 Q1	$54.4K	Hold	800	–	–	0.03%	179
2016 Q4	$53K	Hold	800	–	–	0.04%	176
2016 Q3	$54.2K	Hold	800	–	–	0.04%	171
2016 Q2	$52.2K	Hold	800	–	–	0.04%	161
2016 Q1	$47.4K	Hold	800	–	–	0.04%	152
2015 Q4	$43K	Hold	800	–	–	0.03%	156
2015 Q3	$44.3K	Hold	800	–	–	0.04%	156
2015 Q2	$40K	Hold	800	–	–	0.03%	158
2015 Q1	$44K	Hold	800	–	–	0.03%	157
2014 Q4	$36.9K	Hold	800	–	–	0.03%	165
2014 Q3	$33.3K	Hold	800	–	–	0.02%	157
2014 Q2	$33.3K	Hold	800	–	–	0.02%	160
2014 Q1	$29.7K	Hold	800	–	–	0.02%	163
2013 Q4	$31.6K	Hold	800	–	–	0.02%	168
2013 Q3	$25.4K	Hold	800	–	–	0.02%	169
2013 Q2	$21.3K	Buy	+800	New	+$20.6K	0.02%	172

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

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

West Oak Capital's BR Position: Q3 2025 in Review

West Oak Capital held its Broadridge (BR) position steady in Q3 2025 at 500 shares worth $1.19K. The position accounts for 0.05% of the portfolio, ranked #132.

West Oak Capital first reported a position in BR in Q2 2013 and has held it in 50 quarters since. The position peaked at $1.13M in Q4 2024. 1,104 funds tracked by Wall St. Rank hold BR as of Q3 2025.

West Oak Capital held 500 shares of Broadridge worth $1.19K as of Q3 2025.
West Oak Capital left its Broadridge share count unchanged in Q3 2025.
Broadridge made up 0.05% of West Oak Capital's portfolio in Q3 2025, its #132 holding.
West Oak Capital first reported a position in Broadridge in Q2 2013 and has held it in 50 quarters since.
West Oak Capital's Broadridge position peaked at $1.13M in Q4 2024.
1,104 funds tracked by Wall St. Rank held Broadridge as of Q3 2025.

Based on West Oak Capital's 13F filing for Q3 2025, filed 3 Oct 2025.