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Sienna Gestion’s Broadridge BR Stock Holding History

Sienna Gestion’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 		$1.04M Buy
+7,598
New +$1.15M 0.06% 113
2025
Q4 		– Sell
-5,048
Closed -$1.1M – 157
2025
Q3 		$1.1M Sell
5,048
-47,736
-90% -$11.9M 0.08% 118
2025
Q2 		$11.7M Buy
52,784
+4,746
+10% +$1.13M 0.81% 28
2025
Q1 		$11.3M Sell
48,038
-2,805
-6% -$660K 0.92% 26
2024
Q4 		$11.5M Hold
50,843
– – 0.78% 29
2024
Q3 		$10.9M Buy
50,843
+12,170
+31% +$2.55M 0.73% 42
2024
Q2 		$7.62M Hold
38,673
– – 0.68% 50
2024
Q1 		$7.92M Buy
+38,673
New +$7.8M 0.68% 55

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

Sienna Gestion's BR Position: Q2 2026 in Review

Sienna Gestion opened a new position in Broadridge (BR) in Q2 2026: 7,598 shares worth $1.04M. The stake represents 0.06% of the portfolio and ranks #113 among its holdings. This is a return to the name: Sienna Gestion previously reported a position in BR as recently as Q3 2025.

Sienna Gestion first reported a position in BR in Q1 2024 and has held it in 8 quarters since. The position peaked at $11.7M in Q2 2025. 1,017 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Sienna Gestion held 7,598 shares of Broadridge worth $1.04M as of Q2 2026.
  • Broadridge was a new Sienna Gestion position in Q2 2026.
  • Broadridge made up 0.06% of Sienna Gestion's portfolio in Q2 2026, its #113 holding.
  • Sienna Gestion first reported a position in Broadridge in Q1 2024 and has held it in 8 quarters since.
  • Sienna Gestion's Broadridge position peaked at $11.7M in Q2 2025.
  • 1,017 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Sienna Gestion's 13F filing for Q2 2026, filed 13 Aug 2026.