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SeaCrest Wealth Management’s Broadridge BR Stock Holding History

SeaCrest Wealth Management’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
-915
Closed -$201K – 645
2025
Q4 		$201K Sell
915
-75
-8% -$17.1K 0.02% 604
2025
Q3 		$234K Sell
990
-55
-5% -$13.7K 0.02% 538
2025
Q2 		$254K Buy
1,045
+14
+1% +$3.33K 0.03% 502
2025
Q1 		$250K Sell
1,031
-3
-0.3% -$706 0.03% 549
2024
Q4 		$234K Buy
+1,034
New +$232K 0.02% 573
2022
Q3 		– Sell
-3,974
Closed -$566K – 744
2022
Q2 		$566K Sell
3,974
-395
-9% -$57.3K 0.07% 288
2022
Q1 		$680K Buy
4,369
+185
+4% +$28.4K 0.08% 269
2021
Q4 		$765K Buy
4,184
+137
+3% +$24.1K 0.08% 234
2021
Q3 		$674K Sell
4,047
-3
-0.1% -$511 0.08% 253
2021
Q2 		$654K Buy
4,050
+39
+1% +$6.23K 0.08% 275
2021
Q1 		$614K Buy
4,011
+9
+0.2% +$1.33K 0.08% 268
2020
Q4 		$613K Buy
4,002
+253
+7% +$36.7K 0.09% 248
2020
Q3 		$495K Buy
3,749
+109
+3% +$14.6K 0.08% 253
2020
Q2 		$459K Buy
3,640
+49
+1% +$5.67K 0.08% 265
2020
Q1 		$341K Hold
3,591
– – 0.07% 291
2019
Q4 		$444K Sell
3,591
-49
-1% -$5.99K 0.07% 304
2019
Q3 		$453K Buy
3,640
+19
+0.5% +$2.45K 0.08% 280
2019
Q2 		$462K Buy
3,621
+118
+3% +$14.2K 0.09% 263
2019
Q1 		$363K Buy
3,503
+186
+6% +$18.7K 0.06% 314
2018
Q4 		$319K Sell
3,317
-117
-3% -$12.7K 0.07% 308
2018
Q3 		$453K Sell
3,434
-50
-1% -$6.35K 0.08% 281
2018
Q2 		$401K Buy
3,484
+161
+5% +$18.2K 0.07% 302
2018
Q1 		$364K Sell
3,323
-50
-1% -$4.96K 0.07% 321
2017
Q4 		$306K Buy
+3,373
New +$294K 0.06% 364

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SeaCrest Wealth Management's BR Position: Q1 2026 in Review

SeaCrest Wealth Management sold out of Broadridge (BR) in Q1 2026, closing a stake of 915 shares — an estimated $201K sold.

SeaCrest Wealth Management first reported a position in BR in Q4 2017 and held it in 24 quarters. The position peaked at $765K in Q4 2021. 1,061 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • SeaCrest Wealth Management reported no remaining Broadridge position as of Q1 2026 after selling out during the quarter.
  • SeaCrest Wealth Management sold 915 Broadridge shares in Q1 2026, an estimated $201K.
  • SeaCrest Wealth Management first reported a position in Broadridge in Q4 2017 and held it in 24 quarters.
  • SeaCrest Wealth Management's Broadridge position peaked at $765K in Q4 2021.
  • 1,061 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on SeaCrest Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.