Quotient Wealth Partners, LLC BR — BROADRIDGE FINL SOLUTIONS IN

Ownership history in Quotient Wealth Partners, LLC  ·  6 quarters on record

AI Ownership Summary

Quotient Wealth Partners, LLC reported BROADRIDGE FINL SOLUTIONS IN (BR) in 6 quarterly 13F filings from 2024 Q2 through 2025 Q3. Peak portfolio weight reached 0.01% in 2024 Q3. The latest visible filing shows BR at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Quotient Wealth Partners, LLC's position in BROADRIDGE FINL SOLUTIONS IN, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

BR was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BR stock page Quotient Wealth Partners, LLC fund profile Quotient Wealth Partners, LLC full holdings
How Quotient Wealth Partners, LLC held BR — position size vs. price
% of Fund (quarterly)    BR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 12.4% -4.1% ✅ 1,275 -180 -12.4% 0.01% $304K 2025-10-10 $230.60
2025 Q2 REDUCED — — — 1,455 -15 -1.0% 0.01% $354K 2025-07-29 $244.62
2025 Q1 REDUCED — — — 1,470 -61 -4.0% 0.01% $356K 2025-04-30 $238.25
2024 Q4 REDUCED 11.5% +7.7% ❌ 1,531 -198 -11.5% 0.01% $346K 2025-01-28 $232.92
2024 Q3 ADDED — — — 1,729 +6 +0.3% 0.01% $372K 2024-10-09 $214.30
2024 Q2 INITIATED — — — 1,723 — — 0.01% $339K 2024-07-24 $197.32

🏢 Other funds also holding BR

As of 2026 Q1 — sorted by position size

Crown Oak Advisors, LLC 3.13% Strong Retirement Solutions LLC 1.91% Bath Savings Trust Co 3Y 7Y 1.86% McCollum Christoferson Group LLC 3Y 7Y 1.68% Hendershot Investments Inc. 3Y 7Y 1.58% WENDELL DAVID ASSOCIATES INC 3Y 7Y 1.54% Abacus FCF Advisors LLC 3Y 7Y 1.44% EVEXIA WEALTH LLC 1.42% BRADY FAMILY WEALTH, LLC 1.41% CONFLUENCE INVESTMENT MANAGEMENT LLC 3Y 7Y 1.35%

FAQ About Quotient Wealth Partners, LLC and BR

These are the practical questions this page is built to answer before you even open the full history table.

How long has Quotient Wealth Partners, LLC reported owning BR?

Quotient Wealth Partners, LLC reported BR across 6 quarterly 13F filings, from 2024 Q2 through 2025 Q3.

What was the largest reported BR position in Quotient Wealth Partners, LLC's portfolio?

The largest reported portfolio weight for BR was 0.01% in 2024 Q3.

What is the latest reported BR position on this page?

The most recent filing on this page is 2025 Q3, when Quotient Wealth Partners, LLC reported 1,275 shares, equal to 0.01% of portfolio, with an estimated market value of $304K.

What does the chart on this BR ownership page compare?

The chart compares Quotient Wealth Partners, LLC's quarterly BR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Quotient Wealth Partners, LLC time their BR position?

Based on 13F filing dates vs. subsequent BR price moves, Quotient Wealth Partners, LLC correctly timed 3 out of 5 reported position changes (60%). The annualised alpha on BR relative to SPY over the holding period was -3.8%.

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