Security National Bank’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $93.7K | Sell |
684
-16,334
| -96% | -$2.47M | 0.01% | 195 |
|
|
2026
Q1 | $2.77M | Sell |
17,018
-80
| -0.5% | -$15.2K | 0.4% | 57 |
|
|
2025
Q4 | $3.82M | Buy |
17,098
+246
| +1% | +$56.1K | 0.55% | 50 |
|
|
2025
Q3 | $4.01M | Sell |
16,852
-376
| -2% | -$93.6K | 0.61% | 48 |
|
|
2025
Q2 | $4.19M | Sell |
17,228
-2,075
| -11% | -$493K | 0.72% | 40 |
|
|
2025
Q1 | $4.68M | Sell |
19,303
-437
| -2% | -$103K | 0.88% | 28 |
|
|
2024
Q4 | $4.46M | Sell |
19,740
-473
| -2% | -$106K | 0.64% | 37 |
|
|
2024
Q3 | $4.35M | Sell |
20,213
-74
| -0.4% | -$15.5K | 0.59% | 39 |
|
|
2024
Q2 | $4M | Buy |
20,287
+160
| +0.8% | +$31.7K | 0.58% | 39 |
|
|
2024
Q1 | $4.12M | Sell |
20,127
-46
| -0.2% | -$9.28K | 0.62% | 40 |
|
|
2023
Q4 | $4.15M | Sell |
20,173
-576
| -3% | -$106K | 0.94% | 36 |
|
|
2023
Q3 | $3.76M | Buy |
20,749
+15
| +0.1% | +$2.66K | 1.05% | 36 |
|
|
2023
Q2 | $3.43M | Sell |
20,734
-219
| -1% | -$33.1K | 0.87% | 42 |
|
|
2023
Q1 | $3.07M | Sell |
20,953
-3,083
| -13% | -$441K | 0.82% | 44 |
|
|
2022
Q4 | $3.22M | Buy |
24,036
+817
| +4% | +$116K | 0.87% | 44 |
|
|
2022
Q3 | $3.35M | Sell |
23,219
-41
| -0.2% | -$6.65K | 0.93% | 45 |
|
|
2022
Q2 | $3.32M | Sell |
23,260
-393
| -2% | -$57K | 0.92% | 43 |
|
|
2022
Q1 | $3.68M | Buy |
23,653
+804
| +4% | +$123K | 0.84% | 45 |
|
|
2021
Q4 | $4.18M | Sell |
22,849
-670
| -3% | -$118K | 0.95% | 43 |
|
|
2021
Q3 | $3.92M | Sell |
23,519
-296
| -1% | -$50.4K | 0.98% | 43 |
|
|
2021
Q2 | $3.85M | Sell |
23,815
-372
| -2% | -$59.5K | 1.01% | 40 |
|
|
2021
Q1 | $3.7M | Sell |
24,187
-840
| -3% | -$124K | 1.09% | 37 |
|
|
2020
Q4 | $3.83M | Sell |
25,027
-1,021
| -4% | -$148K | 1.22% | 34 |
|
|
2020
Q3 | $3.44M | Buy |
26,048
+475
| +2% | +$63.5K | 1.2% | 34 |
|
|
2020
Q2 | $3.23M | Buy |
25,573
+1,053
| +4% | +$122K | 1.33% | 33 |
|
|
2020
Q1 | $2.33M | Buy |
24,520
+2,247
| +10% | +$256K | 1.22% | 34 |
|
|
2019
Q4 | $2.75M | Buy |
22,273
+813
| +4% | +$99.4K | 1.23% | 36 |
|
|
2019
Q3 | $2.67M | Buy |
21,460
+756
| +4% | +$97.4K | 1.26% | 36 |
|
|
2019
Q2 | $2.64M | Buy |
20,704
+1,148
| +6% | +$138K | 1.31% | 34 |
|
|
2019
Q1 | $2.03M | Buy |
+19,556
| New | +$1.96M | 1.05% | 41 |
|
Other funds holding BR
JT
Security National Bank's BR Position: Q2 2026 in Review
Security National Bank reduced its Broadridge (BR) stake by 96% in Q2 2026, selling an estimated $2.47M and leaving 684 shares worth $93.7K. The position accounts for 0.01% of the portfolio, ranked #195.
Security National Bank first reported a position in BR in Q1 2019 and has held it in 30 quarters since. The position peaked at $4.68M in Q1 2025. 1,013 funds tracked by Wall St. Rank hold BR as of Q2 2026.
- Security National Bank held 684 shares of Broadridge worth $93.7K as of Q2 2026.
- Security National Bank sold 16,334 Broadridge shares in Q2 2026, an estimated $2.47M.
- Broadridge made up 0.01% of Security National Bank's portfolio in Q2 2026, its #195 holding.
- Security National Bank first reported a position in Broadridge in Q1 2019 and has held it in 30 quarters since.
- Security National Bank's Broadridge position peaked at $4.68M in Q1 2025.
- 1,013 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.
Based on Security National Bank's 13F filing for Q2 2026, filed 15 Jul 2026.