SIA
BR icon

SeaBridge Investment Advisors’s Broadridge BR Stock Holding History

SeaBridge Investment 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 		$321K Hold
2,344
– – 0.05% 161
2026
Q1 		$381K Hold
2,344
– – 0.06% 146
2025
Q4 		$523K Hold
2,344
– – 0.09% 145
2025
Q3 		$558K Hold
2,344
– – 0.09% 139
2025
Q2 		$570K Hold
2,344
– – 0.11% 131
2025
Q1 		$568K Hold
2,344
– – 0.12% 128
2024
Q4 		$530K Hold
2,344
– – 0.11% 137
2024
Q3 		$504K Hold
2,344
– – 0.12% 120
2024
Q2 		$462K Hold
2,344
– – 0.12% 121
2024
Q1 		$480K Hold
2,344
– – 0.13% 120
2023
Q4 		$482K Sell
2,344
-770
-25% -$142K 0.14% 117
2023
Q3 		$558K Buy
+3,114
New +$552K 0.18% 107

Other funds holding BR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JIM
Jensen Investment Management Lake Oswego, Oregon $4.13B AUM 8.88% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

SeaBridge Investment Advisors's BR Position: Q2 2026 in Review

SeaBridge Investment Advisors held its Broadridge (BR) position steady in Q2 2026 at 2,344 shares worth $321K. The position accounts for 0.05% of the portfolio, ranked #161.

SeaBridge Investment Advisors first reported a position in BR in Q3 2023 and has held it in 12 quarters since. The position peaked at $570K in Q2 2025. 532 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • SeaBridge Investment Advisors held 2,344 shares of Broadridge worth $321K as of Q2 2026.
  • SeaBridge Investment Advisors left its Broadridge share count unchanged in Q2 2026.
  • Broadridge made up 0.05% of SeaBridge Investment Advisors's portfolio in Q2 2026, its #161 holding.
  • SeaBridge Investment Advisors first reported a position in Broadridge in Q3 2023 and has held it in 12 quarters since.
  • SeaBridge Investment Advisors's Broadridge position peaked at $570K in Q2 2025.
  • 532 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on SeaBridge Investment Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.