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Snowden Capital Advisors’s Broadridge BR Stock Holding History

Snowden Capital 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 		$229K Buy
1,663
+198
+14% +$29.9K 0.01% 1226
2026
Q1 		$239K Sell
1,465
-642
-30% -$122K 0.01% 1127
2025
Q4 		$472K Sell
2,107
-87
-4% -$19.8K 0.01% 832
2025
Q3 		$525K Sell
2,194
-189
-8% -$47.1K 0.01% 752
2025
Q2 		$581K Buy
2,383
+79
+3% +$18.8K 0.02% 700
2025
Q1 		$561K Sell
2,304
-20
-0.9% -$4.71K 0.02% 692
2024
Q4 		$527K Buy
2,324
+113
+5% +$25.3K 0.02% 753
2024
Q3 		$477K Buy
2,211
+346
+19% +$72.4K 0.01% 794
2024
Q2 		$369K Sell
1,865
-3
-0.2% -$595 0.01% 885
2024
Q1 		$384K Buy
1,868
+197
+12% +$39.7K 0.01% 878
2023
Q4 		$344K Sell
1,671
-33
-2% -$6.09K 0.01% 860
2023
Q3 		$305K Sell
1,704
-13,398
-89% -$2.37M 0.01% 856
2023
Q2 		$2.5M Buy
15,102
+37
+0.2% +$5.6K 0.09% 253
2023
Q1 		$2.21M Sell
15,065
-5,871
-28% -$840K 0.09% 266
2022
Q4 		$2.81M Buy
20,936
+5,797
+38% +$824K 0.12% 218
2022
Q3 		$2.18M Sell
15,139
-300
-2% -$48.7K 0.1% 251
2022
Q2 		$2.2M Hold
15,439
– – 0.1% 240
2022
Q1 		$2.4M Buy
15,439
+15,384
+27,971% +$2.36M 0.1% 240
2021
Q4 		$10K Sell
55
-1,954
-97% -$343K ﹤0.01% 1510
2021
Q3 		$335K Sell
2,009
-49
-2% -$8.35K 0.02% 652
2021
Q2 		$332K Buy
2,058
+152
+8% +$24.3K 0.02% 676
2021
Q1 		$292K Buy
1,906
+535
+39% +$79K 0.02% 641
2020
Q4 		$210K Buy
+1,371
New +$199K 0.01% 625

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

Snowden Capital Advisors's BR Position: Q2 2026 in Review

Snowden Capital Advisors increased its Broadridge (BR) stake by 14% in Q2 2026, buying an estimated $29.9K and bringing the position to 1,663 shares worth $229K. The position accounts for 0.01% of the portfolio, ranked #1226.

Snowden Capital Advisors first reported a position in BR in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.81M in Q4 2022. 1,019 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Snowden Capital Advisors held 1,663 shares of Broadridge worth $229K as of Q2 2026.
  • Snowden Capital Advisors bought 198 Broadridge shares in Q2 2026, an estimated $29.9K.
  • Broadridge made up 0.01% of Snowden Capital Advisors's portfolio in Q2 2026, its #1226 holding.
  • Snowden Capital Advisors first reported a position in Broadridge in Q4 2020 and has held it in 23 quarters since.
  • Snowden Capital Advisors's Broadridge position peaked at $2.81M in Q4 2022.
  • 1,019 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Snowden Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.