Coastal Bridge Advisors’s Broadridge BR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$544K Sell
3,970
-5
-0.1% -$755 0.03% 311
2026
Q1
$646K Sell
3,975
-23
-0.6% -$4.37K 0.05% 276
2025
Q4
$892K Sell
3,998
-13
-0.3% -$2.96K 0.07% 229
2025
Q3
$955K Buy
4,011
+25
+0.6% +$6.23K 0.07% 213
2025
Q2
$969K Buy
3,986
+57
+1% +$13.5K 0.08% 215
2025
Q1
$953K Buy
+3,929
New +$925K 0.09% 203

Other funds holding BR

Coastal Bridge Advisors's BR Position: Q2 2026 in Review

Coastal Bridge Advisors reduced its Broadridge (BR) stake by 0.13% in Q2 2026, selling an estimated $755 and leaving 3,970 shares worth $544K. The position accounts for 0.03% of the portfolio, ranked #311.

Coastal Bridge Advisors first reported a position in BR in Q1 2025 and has held it in 6 quarters since. The position peaked at $969K in Q2 2025. 1,015 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Coastal Bridge Advisors held 3,970 shares of Broadridge worth $544K as of Q2 2026.
  • Coastal Bridge Advisors sold 5 Broadridge shares in Q2 2026, an estimated $755.
  • Broadridge made up 0.03% of Coastal Bridge Advisors's portfolio in Q2 2026, its #311 holding.
  • Coastal Bridge Advisors first reported a position in Broadridge in Q1 2025 and has held it in 6 quarters since.
  • Coastal Bridge Advisors's Broadridge position peaked at $969K in Q2 2025.
  • 1,015 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Coastal Bridge Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.