EWA
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EverSource Wealth Advisors’s Broadridge BR Stock Holding History

EverSource Wealth 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 		$249K Sell
1,821
-886
-33% -$134K 0.01% 904
2026
Q1 		$440K Buy
2,707
+1,469
+119% +$279K 0.01% 654
2025
Q4 		$277K Buy
1,238
+394
+47% +$89.9K 0.01% 805
2025
Q3 		$201K Buy
844
+14
+2% +$3.49K 0.01% 904
2025
Q2 		$202K Buy
830
+74
+10% +$17.6K 0.01% 857
2025
Q1 		$183K Buy
756
+34
+5% +$8K 0.01% 693
2024
Q4 		$163K Buy
722
+64
+10% +$14.3K 0.01% 725
2024
Q3 		$142K Sell
658
-4
-0.6% -$837 0.01% 675
2024
Q2 		$142K Buy
662
+71
+12% +$14.1K 0.01% 677
2024
Q1 		$114K Buy
591
+55
+10% +$11.1K 0.01% 665
2023
Q4 		$110K Buy
536
+114
+27% +$21K 0.01% 601
2023
Q3 		$75.6K Sell
422
-7
-2% -$1.24K 0.01% 667
2023
Q2 		$71.1K Buy
429
+378
+741% +$57.2K 0.01% 706
2023
Q1 		$7.47K Buy
51
+20
+65% +$2.86K ﹤0.01% 1493
2022
Q4 		$4.16K Sell
31
-2
-6% -$284 ﹤0.01% 1676
2022
Q3 		$5K Hold
33
– – ﹤0.01% 1347
2022
Q2 		$5K Buy
33
+12
+57% +$1.74K ﹤0.01% 1244
2022
Q1 		$3K Sell
21
-106
-83% -$16.3K ﹤0.01% 1399
2021
Q4 		$23K Buy
+127
New +$22.3K 0.01% 625

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

EverSource Wealth Advisors's BR Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Broadridge (BR) stake by 33% in Q2 2026, selling an estimated $134K and leaving 1,821 shares worth $249K. The position accounts for 0.01% of the portfolio, ranked #904.

EverSource Wealth Advisors first reported a position in BR in Q4 2021 and has held it in 19 quarters since. The position peaked at $440K in Q1 2026. 1,013 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • EverSource Wealth Advisors held 1,821 shares of Broadridge worth $249K as of Q2 2026.
  • EverSource Wealth Advisors sold 886 Broadridge shares in Q2 2026, an estimated $134K.
  • Broadridge made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #904 holding.
  • EverSource Wealth Advisors first reported a position in Broadridge in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Broadridge position peaked at $440K in Q1 2026.
  • 1,013 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

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