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Seneschal Advisors’s Broadridge BR Stock Holding History

Seneschal 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 		$2.47K Hold
18
– – ﹤0.01% 182
2026
Q1 		$2.92K Hold
18
– – ﹤0.01% 171
2025
Q4 		$4.02K Buy
18
+16
+800% +$3.65K ﹤0.01% 166
2025
Q3 		$477 Buy
+2
New +$498 ﹤0.01% 370

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
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

Seneschal Advisors's BR Position: Q2 2026 in Review

Seneschal Advisors held its Broadridge (BR) position steady in Q2 2026 at 18 shares worth $2.47K. The position accounts for ﹤0.01% of the portfolio, ranked #182.

Seneschal Advisors first reported a position in BR in Q3 2025 and has held it in 4 quarters since. The position peaked at $4.02K in Q4 2025. 1,017 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Seneschal Advisors held 18 shares of Broadridge worth $2.47K as of Q2 2026.
  • Seneschal Advisors left its Broadridge share count unchanged in Q2 2026.
  • Broadridge made up ﹤0.01% of Seneschal Advisors's portfolio in Q2 2026, its #182 holding.
  • Seneschal Advisors first reported a position in Broadridge in Q3 2025 and has held it in 4 quarters since.
  • Seneschal Advisors's Broadridge position peaked at $4.02K in Q4 2025.
  • 1,017 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Seneschal Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.