BOLTON SECURITIES CORPORATION’s Broadridge BR Stock Holding History

BOLTON SECURITIES CORPORATION’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 Q1	$5M	Buy	+20,623	New	+$4.85M	0.29%	81

Other funds holding BR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's BR Position: Q1 2025 in Review

BOLTON SECURITIES CORPORATION opened a new position in Broadridge (BR) in Q1 2025: 20,623 shares worth $5M. The stake represents 0.29% of the portfolio and ranks #81 among its holdings.

1,115 funds tracked by Wall St. Rank hold BR as of Q1 2025.

BOLTON SECURITIES CORPORATION held 20,623 shares of Broadridge worth $5M as of Q1 2025.
Broadridge was a new BOLTON SECURITIES CORPORATION position in Q1 2025.
Broadridge made up 0.29% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2025, its #81 holding.
1,115 funds tracked by Wall St. Rank held Broadridge as of Q1 2025.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2025, filed 12 Nov 2026.