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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
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 $6.4B AUM 9.79% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Elevation Wealth Partners's BR Position: Q2 2026 in Review

Elevation Wealth Partners reduced its Broadridge (BR) stake by 58% in Q2 2026, selling an estimated $10.1K and leaving 49 shares worth $6.71K. The position accounts for ﹤0.01% of the portfolio, ranked #939.

Elevation Wealth Partners first reported a position in BR in Q2 2024 and has held it in 5 quarters since. The position peaked at $18.8K in Q1 2026. 333 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Elevation Wealth Partners held 49 shares of Broadridge worth $6.71K as of Q2 2026.
  • Elevation Wealth Partners sold 67 Broadridge shares in Q2 2026, an estimated $10.1K.
  • Broadridge made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #939 holding.
  • Elevation Wealth Partners first reported a position in Broadridge in Q2 2024 and has held it in 5 quarters since.
  • Elevation Wealth Partners's Broadridge position peaked at $18.8K in Q1 2026.
  • 333 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.