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Elevated Capital Advisors’s Broadridge BR Stock Holding History

Elevated Capital 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 		$3.7K Sell
27
-7
-21% -$1.06K ﹤0.01% 589
2026
Q1 		$5.52K Sell
34
-29
-46% -$5.51K ﹤0.01% 536
2025
Q4 		$14K Buy
+63
New +$14.4K ﹤0.01% 420

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

Elevated Capital Advisors's BR Position: Q2 2026 in Review

Elevated Capital Advisors reduced its Broadridge (BR) stake by 21% in Q2 2026, selling an estimated $1.06K and leaving 27 shares worth $3.7K. The position accounts for ﹤0.01% of the portfolio, ranked #589.

Elevated Capital Advisors first reported a position in BR in Q4 2025 and has held it in 3 quarters since. The position peaked at $14K in Q4 2025. 1,011 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Elevated Capital Advisors held 27 shares of Broadridge worth $3.7K as of Q2 2026.
  • Elevated Capital Advisors sold 7 Broadridge shares in Q2 2026, an estimated $1.06K.
  • Broadridge made up ﹤0.01% of Elevated Capital Advisors's portfolio in Q2 2026, its #589 holding.
  • Elevated Capital Advisors first reported a position in Broadridge in Q4 2025 and has held it in 3 quarters since.
  • Elevated Capital Advisors's Broadridge position peaked at $14K in Q4 2025.
  • 1,011 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.