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Sigma Planning Corp’s Broadridge BR Stock Holding History

Sigma Planning Corp’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 		$224K Buy
+1,636
New +$247K 0.01% 1266
2025
Q2 		– Sell
-918
Closed -$223K – 1257
2025
Q1 		$223K Sell
918
-39
-4% -$9.18K 0.01% 1084
2024
Q4 		$216K Buy
+957
New +$214K 0.01% 1062
2024
Q2 		– Sell
-1,515
Closed -$311K – 1202
2024
Q1 		$311K Buy
1,515
+390
+35% +$78.7K 0.01% 946
2023
Q4 		$231K Sell
1,125
-814
-42% -$150K 0.02% 719
2023
Q3 		$347K Sell
1,939
-99
-5% -$17.5K 0.01% 861
2023
Q2 		$338K Sell
2,038
-598
-23% -$90.5K 0.01% 885
2023
Q1 		$386K Buy
2,636
+156
+6% +$22.3K 0.01% 910
2022
Q4 		$333K Sell
2,480
-628
-20% -$89.2K 0.01% 926
2022
Q3 		$449K Sell
3,108
-201
-6% -$32.6K 0.02% 776
2022
Q2 		$472K Buy
3,309
+345
+12% +$50.1K 0.02% 777
2022
Q1 		$462K Buy
2,964
+252
+9% +$38.7K 0.01% 871
2021
Q4 		$496K Buy
2,712
+220
+9% +$38.7K 0.01% 859
2021
Q3 		$415K Buy
2,492
+130
+6% +$22.1K 0.01% 902
2021
Q2 		$382K Buy
2,362
+296
+14% +$47.3K 0.01% 956
2021
Q1 		$316K Buy
2,066
+613
+42% +$90.5K 0.01% 960
2020
Q4 		$223K Buy
+1,453
New +$211K 0.01% 1047

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

Sigma Planning Corp's BR Position: Q2 2026 in Review

Sigma Planning Corp opened a new position in Broadridge (BR) in Q2 2026: 1,636 shares worth $224K. The stake represents 0.01% of the portfolio and ranks #1266 among its holdings. This is a return to the name: Sigma Planning Corp previously reported a position in BR as recently as Q1 2025.

Sigma Planning Corp first reported a position in BR in Q4 2020 and has held it in 17 quarters since. The position peaked at $496K in Q4 2021. 1,017 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Sigma Planning Corp held 1,636 shares of Broadridge worth $224K as of Q2 2026.
  • Broadridge was a new Sigma Planning Corp position in Q2 2026.
  • Broadridge made up 0.01% of Sigma Planning Corp's portfolio in Q2 2026, its #1266 holding.
  • Sigma Planning Corp first reported a position in Broadridge in Q4 2020 and has held it in 17 quarters since.
  • Sigma Planning Corp's Broadridge position peaked at $496K in Q4 2021.
  • 1,017 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.