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Sanctuary Advisors’s Broadridge BR Stock Holding History

Sanctuary 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
Q1 		$2.57M Buy
15,826
+1,347
+9% +$256K 0.01% 827
2025
Q4 		$3.23M Buy
14,479
+817
+6% +$186K 0.02% 692
2025
Q3 		$3.25M Sell
13,662
-290
-2% -$72.2K 0.02% 679
2025
Q2 		$3.39M Sell
13,952
-1,805
-11% -$429K 0.02% 633
2025
Q1 		$3.82M Sell
15,757
-2,820
-15% -$664K 0.03% 552
2024
Q4 		$4.44M Buy
18,577
+479
+3% +$107K 0.03% 538
2024
Q3 		$4.17M Buy
18,098
+3,761
+26% +$787K 0.03% 568
2024
Q2 		$2.78M Buy
+14,337
New +$2.84M 0.02% 667

Other funds holding BR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sanctuary Advisors's BR Position: Q1 2026 in Review

Sanctuary Advisors increased its Broadridge (BR) stake by 9.3% in Q1 2026, buying an estimated $256K and bringing the position to 15,826 shares worth $2.57M. The position accounts for 0.01% of the portfolio, ranked #827.

Sanctuary Advisors first reported a position in BR in Q2 2024 and has held it in 8 quarters since. The position peaked at $4.44M in Q4 2024. 1,054 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • Sanctuary Advisors held 15,826 shares of Broadridge worth $2.57M as of Q1 2026.
  • Sanctuary Advisors bought 1,347 Broadridge shares in Q1 2026, an estimated $256K.
  • Broadridge made up 0.01% of Sanctuary Advisors's portfolio in Q1 2026, its #827 holding.
  • Sanctuary Advisors first reported a position in Broadridge in Q2 2024 and has held it in 8 quarters since.
  • Sanctuary Advisors's Broadridge position peaked at $4.44M in Q4 2024.
  • 1,054 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Sanctuary Advisors's 13F filing for Q1 2026, filed 5 May 2026.