Silvercrest Asset Management’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $734K | Sell |
4,517
-170
| -4% | -$32.3K | 0.01% | 637 |
|
|
2025
Q4 | $1.05M | Hold |
4,687
| – | – | 0.01% | 609 |
|
|
2025
Q3 | $1.12M | Sell |
4,687
-86
| -2% | -$21.4K | 0.01% | 601 |
|
|
2025
Q2 | $1.16M | Buy |
4,773
+23
| +0.5% | +$5.47K | 0.01% | 610 |
|
|
2025
Q1 | $1.15M | Sell |
4,750
-3,631
| -43% | -$854K | 0.01% | 600 |
|
|
2024
Q4 | $1.89M | Sell |
8,381
-200
| -2% | -$44.8K | 0.01% | 536 |
|
|
2024
Q3 | $1.85M | Hold |
8,581
| – | – | 0.01% | 498 |
|
|
2024
Q2 | $1.69M | Hold |
8,581
| – | – | 0.01% | 547 |
|
|
2024
Q1 | $1.76M | Sell |
8,581
-25
| -0.3% | -$5.04K | 0.01% | 535 |
|
|
2023
Q4 | $1.77M | Sell |
8,606
-270
| -3% | -$49.8K | 0.01% | 512 |
|
|
2023
Q3 | $1.59M | Sell |
8,876
-700
| -7% | -$124K | 0.01% | 519 |
|
|
2023
Q2 | $1.59M | Buy |
9,576
+116
| +1% | +$17.6K | 0.01% | 521 |
|
|
2023
Q1 | $1.39M | Hold |
9,460
| – | – | 0.01% | 519 |
|
|
2022
Q4 | $1.27M | Hold |
9,460
| – | – | 0.01% | 545 |
|
|
2022
Q3 | $1.36M | Hold |
9,460
| – | – | 0.01% | 507 |
|
|
2022
Q2 | $1.35M | Hold |
9,460
| – | – | 0.01% | 534 |
|
|
2022
Q1 | $1.47M | Hold |
9,460
| – | – | 0.01% | 543 |
|
|
2021
Q4 | $1.73M | Sell |
9,460
-73
| -0.8% | -$12.8K | 0.01% | 502 |
|
|
2021
Q3 | $1.59M | Sell |
9,533
-1,098
| -10% | -$187K | 0.01% | 516 |
|
|
2021
Q2 | $1.72M | Sell |
10,631
-1,613
| -13% | -$258K | 0.01% | 512 |
|
|
2021
Q1 | $1.88M | Buy |
12,244
+1,368
| +13% | +$202K | 0.01% | 499 |
|
|
2020
Q4 | $1.67M | Sell |
10,876
-403
| -4% | -$58.5K | 0.01% | 488 |
|
|
2020
Q3 | $1.49M | Sell |
11,279
-8,762
| -44% | -$1.17M | 0.01% | 487 |
|
|
2020
Q2 | $2.53M | Sell |
20,041
-4,480
| -18% | -$519K | 0.02% | 435 |
|
|
2020
Q1 | $2.33M | Sell |
24,521
-129,076
| -84% | -$14.7M | 0.02% | 413 |
|
|
2019
Q4 | $19M | Sell |
153,597
-35,271
| -19% | -$4.31M | 0.15% | 164 |
|
|
2019
Q3 | $23.5M | Sell |
188,868
-42,281
| -18% | -$5.44M | 0.19% | 133 |
|
|
2019
Q2 | $29.5M | Sell |
231,149
-5,102
| -2% | -$614K | 0.28% | 131 |
|
|
2019
Q1 | $24.5M | Buy |
236,251
+49,612
| +27% | +$4.98M | 0.24% | 130 |
|
|
2018
Q4 | $18M | Sell |
186,639
-167,161
| -47% | -$18.1M | 0.2% | 141 |
|
|
2018
Q3 | $46.7M | Sell |
353,800
-100,996
| -22% | -$12.8M | 0.42% | 95 |
|
|
2018
Q2 | $52.3M | Sell |
454,796
-40,162
| -8% | -$4.53M | 0.49% | 83 |
|
|
2018
Q1 | $54.3M | Sell |
494,958
-39,869
| -7% | -$3.96M | 0.53% | 73 |
|
|
2017
Q4 | $48.4M | Sell |
534,827
-53,880
| -9% | -$4.7M | 0.45% | 91 |
|
|
2017
Q3 | $47.6M | Sell |
588,707
-130,486
| -18% | -$10M | 0.47% | 82 |
|
|
2017
Q2 | $54.3M | Sell |
719,193
-9,197
| -1% | -$664K | 0.58% | 67 |
|
|
2017
Q1 | $49.5M | Buy |
728,390
+21,924
| +3% | +$1.49M | 0.53% | 75 |
|
|
2016
Q4 | $46.8M | Buy |
706,466
+31,680
| +5% | +$2.06M | 0.52% | 81 |
|
|
2016
Q3 | $45.7M | Sell |
674,786
-18,008
| -3% | -$1.23M | 0.55% | 75 |
|
|
2016
Q2 | $45.2M | Buy |
692,794
+2,792
| +0.4% | +$173K | 0.57% | 69 |
|
|
2016
Q1 | $40.9M | Sell |
690,002
-13,159
| -2% | -$718K | 0.56% | 71 |
|
|
2015
Q4 | $37.8M | Sell |
703,161
-5,052
| -0.7% | -$283K | 0.52% | 79 |
|
|
2015
Q3 | $39.2M | Sell |
708,213
-8,645
| -1% | -$465K | 0.6% | 68 |
|
|
2015
Q2 | $35.9M | Sell |
716,858
-5,095
| -0.7% | -$271K | 0.48% | 81 |
|
|
2015
Q1 | $39.7M | Buy |
721,953
+111,878
| +18% | +$5.68M | 0.56% | 66 |
|
|
2014
Q4 | $28.2M | Buy |
+610,075
| New | +$26.7M | 0.41% | 91 |
|
Other funds holding BR
VCM
VPM
Silvercrest Asset Management's BR Position: Q1 2026 in Review
Silvercrest Asset Management reduced its Broadridge (BR) stake by 3.6% in Q1 2026, selling an estimated $32.3K and leaving 4,517 shares worth $734K. The position accounts for 0.01% of the portfolio, ranked #637.
Silvercrest Asset Management first reported a position in BR in Q4 2014 and has held it in 46 quarters since. The position peaked at $54.3M in Q2 2017. 1,054 funds tracked by Wall St. Rank hold BR as of Q1 2026.
- Silvercrest Asset Management held 4,517 shares of Broadridge worth $734K as of Q1 2026.
- Silvercrest Asset Management sold 170 Broadridge shares in Q1 2026, an estimated $32.3K.
- Broadridge made up 0.01% of Silvercrest Asset Management's portfolio in Q1 2026, its #637 holding.
- Silvercrest Asset Management first reported a position in Broadridge in Q4 2014 and has held it in 46 quarters since.
- Silvercrest Asset Management's Broadridge position peaked at $54.3M in Q2 2017.
- 1,054 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.
Based on Silvercrest Asset Management's 13F filing for Q1 2026, filed 15 May 2026.