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Sequoia Financial Advisors’s Broadridge BR Stock Holding History

Sequoia Financial 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 		$392K Sell
2,862
-1,588
-36% -$240K ﹤0.01% 1498
2026
Q1 		$723K Buy
4,450
+1,204
+37% +$229K ﹤0.01% 1053
2025
Q4 		$724K Buy
3,246
+77
+2% +$17.6K ﹤0.01% 1067
2025
Q3 		$755K Buy
3,169
+326
+11% +$81.2K ﹤0.01% 931
2025
Q2 		$691K Buy
2,843
+1,690
+147% +$402K ﹤0.01% 857
2025
Q1 		$279K Buy
1,153
+101
+10% +$23.8K ﹤0.01% 1094
2024
Q4 		$238K Buy
+1,052
New +$236K ﹤0.01% 1138
2024
Q1 		– Sell
-1,767
Closed -$364K – 1183
2023
Q4 		$364K Buy
+1,767
New +$326K ﹤0.01% 854

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

Sequoia Financial Advisors's BR Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Broadridge (BR) stake by 36% in Q2 2026, selling an estimated $240K and leaving 2,862 shares worth $392K. The position accounts for ﹤0.01% of the portfolio, ranked #1498.

Sequoia Financial Advisors first reported a position in BR in Q4 2023 and has held it in 8 quarters since. The position peaked at $755K in Q3 2025. 1,013 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Sequoia Financial Advisors held 2,862 shares of Broadridge worth $392K as of Q2 2026.
  • Sequoia Financial Advisors sold 1,588 Broadridge shares in Q2 2026, an estimated $240K.
  • Broadridge made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1498 holding.
  • Sequoia Financial Advisors first reported a position in Broadridge in Q4 2023 and has held it in 8 quarters since.
  • Sequoia Financial Advisors's Broadridge position peaked at $755K in Q3 2025.
  • 1,013 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

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