Elevation Wealth Partners’s Broadridge BR Stock Holding History

Elevation Wealth Partners’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 Q3	$9.18K	Buy	57 +8	+16%	+$1.31K	﹤0.01%	920
2026 Q2	$6.71K	Sell	49 -67	-58%	-$10.1K	﹤0.01%	939
2026 Q1	$18.8K	Buy	116 +36	+45%	+$6.84K	0.01%	390
2025 Q4	$17.9K	Buy	80 +62	+344%	+$14.1K	0.01%	394
2025 Q3	$4.29K	Buy	+18	New	+$4.48K	﹤0.01%	506
2024 Q3	–	Sell	-14	Closed	-$2.76K	–	488
2024 Q2	$2.76K	Buy	+14	New	+$2.78K	﹤0.01%	432

Other funds holding BR

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

HCM

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

FAM

Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return

BST

Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

LJHT

Laurie J. Hall Trustee $314M AUM 27.43% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

BAM

Bell Asset Management Melbourne, Australia $277M AUM 2.32% 1-Year Est. Return

TFP

Tilia Fiduciary Partners Wilmington, North Carolina $217M AUM 27.78% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Elevation Wealth Partners's BR Position: Q3 2026 in Review

Elevation Wealth Partners increased its Broadridge (BR) stake by 16% in Q3 2026, buying an estimated $1.31K and bringing the position to 57 shares worth $9.18K. The position accounts for ﹤0.01% of the portfolio, ranked #920.

Elevation Wealth Partners first reported a position in BR in Q2 2024 and has held it in 6 quarters since. The position peaked at $18.8K in Q1 2026. 42 funds tracked by Wall St. Rank hold BR as of Q3 2026.

Elevation Wealth Partners held 57 shares of Broadridge worth $9.18K as of Q3 2026.
Elevation Wealth Partners bought 8 Broadridge shares in Q3 2026, an estimated $1.31K.
Broadridge made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #920 holding.
Elevation Wealth Partners first reported a position in Broadridge in Q2 2024 and has held it in 6 quarters since.
Elevation Wealth Partners's Broadridge position peaked at $18.8K in Q1 2026.
42 funds tracked by Wall St. Rank held Broadridge as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.