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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Snowden Capital Advisors's BR Position: Q1 2026 in Review

Snowden Capital Advisors reduced its Broadridge (BR) stake by 30% in Q1 2026, selling an estimated $122K and leaving 1,465 shares worth $239K. The position accounts for 0.01% of the portfolio, ranked #1127.

Snowden Capital Advisors first reported a position in BR in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.81M in Q4 2022. 1,054 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • Snowden Capital Advisors held 1,465 shares of Broadridge worth $239K as of Q1 2026.
  • Snowden Capital Advisors sold 642 Broadridge shares in Q1 2026, an estimated $122K.
  • Broadridge made up 0.01% of Snowden Capital Advisors's portfolio in Q1 2026, its #1127 holding.
  • Snowden Capital Advisors first reported a position in Broadridge in Q4 2020 and has held it in 22 quarters since.
  • Snowden Capital Advisors's Broadridge position peaked at $2.81M in Q4 2022.
  • 1,054 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Snowden Capital Advisors's 13F filing for Q1 2026, filed 15 May 2026.