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Sanibel Captiva Trust Company’s Broadridge BR Stock Holding History

Sanibel Captiva Trust Company’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 		– Sell
-1,087
Closed -$243K – 441
2025
Q4 		$243K Hold
1,087
– – 0.01% 388
2025
Q3 		$259K Sell
1,087
-1
-0.1% -$249 0.01% 368
2025
Q2 		$264K Buy
1,088
+29
+3% +$6.89K 0.01% 357
2025
Q1 		$257K Buy
+1,059
New +$249K 0.01% 352

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

Sanibel Captiva Trust Company's BR Position: Q1 2026 in Review

Sanibel Captiva Trust Company sold out of Broadridge (BR) in Q1 2026, closing a stake of 1,087 shares — an estimated $243K sold.

Sanibel Captiva Trust Company first reported a position in BR in Q1 2025 and held it in 4 quarters. The position peaked at $264K in Q2 2025. 1,056 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • Sanibel Captiva Trust Company reported no remaining Broadridge position as of Q1 2026 after selling out during the quarter.
  • Sanibel Captiva Trust Company sold 1,087 Broadridge shares in Q1 2026, an estimated $243K.
  • Sanibel Captiva Trust Company first reported a position in Broadridge in Q1 2025 and held it in 4 quarters.
  • Sanibel Captiva Trust Company's Broadridge position peaked at $264K in Q2 2025.
  • 1,056 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Sanibel Captiva Trust Company's 13F filing for Q1 2026, filed 15 May 2026.