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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
Q2 		$1.51M Sell
11,030
-4,796
-30% -$724K 0.01% 1199
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 $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 $3.38T AUM 44.17% 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

Sanctuary Advisors's BR Position: Q2 2026 in Review

Sanctuary Advisors reduced its Broadridge (BR) stake by 30% in Q2 2026, selling an estimated $724K and leaving 11,030 shares worth $1.51M. The position accounts for 0.01% of the portfolio, ranked #1199.

Sanctuary Advisors first reported a position in BR in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.44M in Q4 2024. 1,021 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Sanctuary Advisors held 11,030 shares of Broadridge worth $1.51M as of Q2 2026.
  • Sanctuary Advisors sold 4,796 Broadridge shares in Q2 2026, an estimated $724K.
  • Broadridge made up 0.01% of Sanctuary Advisors's portfolio in Q2 2026, its #1199 holding.
  • Sanctuary Advisors first reported a position in Broadridge in Q2 2024 and has held it in 9 quarters since.
  • Sanctuary Advisors's Broadridge position peaked at $4.44M in Q4 2024.
  • 1,021 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.