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Crewe Advisors’s Broadridge BR Stock Holding History

Crewe Advisors’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
2026
Q2 		$41.4K Buy
302
+182
+152% +$27.5K ﹤0.01% 469
2026
Q1 		$19.5K Hold
120
– – ﹤0.01% 529
2025
Q4 		$26.8K Sell
120
-14
-10% -$3.19K ﹤0.01% 436
2025
Q3 		$31.9K Buy
+134
New +$33.4K ﹤0.01% 426
2024
Q3 		– Sell
-254
Closed -$50K – 753
2024
Q2 		$50K Buy
254
+186
+274% +$36.9K 0.01% 369
2024
Q1 		$13.9K Buy
+68
New +$13.7K ﹤0.01% 566
2023
Q3 		– Sell
-32
Closed -$5.3K – 631
2023
Q2 		$5.3K Hold
32
– – ﹤0.01% 454
2023
Q1 		$4.69K Sell
32
-29
-48% -$4.15K ﹤0.01% 644
2022
Q4 		$8.18K Sell
61
-579
-90% -$82.3K ﹤0.01% 593
2022
Q3 		$92K Sell
640
-146
-19% -$23.7K 0.02% 235
2022
Q2 		$112K Buy
786
+699
+803% +$101K 0.02% 193
2022
Q1 		$14K Hold
87
– – ﹤0.01% 329
2021
Q4 		$16K Hold
87
– – ﹤0.01% 279
2021
Q3 		$14K Hold
87
– – ﹤0.01% 235
2021
Q2 		$14K Hold
87
– – ﹤0.01% 242
2021
Q1 		$13K Buy
87
+10
+13% +$1.48K ﹤0.01% 252
2020
Q4 		$12K Buy
77
+35
+83% +$5.08K ﹤0.01% 236
2020
Q3 		$6K Hold
42
– – ﹤0.01% 316
2020
Q2 		$5K Buy
+42
New +$4.86K ﹤0.01% 180
2019
Q4 		– Sell
-748
Closed -$93K – 252
2019
Q3 		$93K Sell
748
-2,607
-78% -$336K 0.04% 84
2019
Q2 		$428K Buy
3,355
+2,678
+396% +$322K 0.14% 45
2019
Q1 		$70K Buy
+677
New +$67.9K 0.02% 106
2018
Q3 		– Sell
-75
Closed -$9K – 236
2018
Q2 		$9K Buy
+75
New +$8.46K 0.01% 217

Other funds holding BR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM

Crewe Advisors's BR Position: Q2 2026 in Review

Crewe Advisors increased its Broadridge (BR) stake by 152% in Q2 2026, buying an estimated $27.5K and bringing the position to 302 shares worth $41.4K. The position accounts for ﹤0.01% of the portfolio, ranked #469.

Crewe Advisors first reported a position in BR in Q2 2018 and has held it in 23 quarters since. The position peaked at $428K in Q2 2019. 1,013 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Crewe Advisors held 302 shares of Broadridge worth $41.4K as of Q2 2026.
  • Crewe Advisors bought 182 Broadridge shares in Q2 2026, an estimated $27.5K.
  • Broadridge made up ﹤0.01% of Crewe Advisors's portfolio in Q2 2026, its #469 holding.
  • Crewe Advisors first reported a position in Broadridge in Q2 2018 and has held it in 23 quarters since.
  • Crewe Advisors's Broadridge position peaked at $428K in Q2 2019.
  • 1,013 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.