SFG
BR icon

SNS Financial Group’s Broadridge BR Stock Holding History

SNS Financial Group’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 		$588K Sell
4,296
-1,508
-26% -$228K 0.01% 362
2026
Q1 		$949K Buy
5,804
+238
+4% +$45.2K 0.08% 88
2025
Q4 		$1.25M Sell
5,566
-93
-2% -$21.2K 0.11% 77
2025
Q3 		$1.35M Sell
5,659
-79
-1% -$19.7K 0.12% 74
2025
Q2 		$1.4M Sell
5,738
-37
-0.6% -$8.79K 0.13% 66
2025
Q1 		$1.41M Sell
5,775
-339
-6% -$79.8K 0.14% 64
2024
Q4 		$1.39M Sell
6,114
-571
-9% -$128K 0.14% 67
2024
Q3 		$1.44M Sell
6,685
-125
-2% -$26.1K 0.14% 68
2024
Q2 		$1.35M Buy
6,810
+10
+0.1% +$1.98K 0.14% 67
2024
Q1 		$1.4M Sell
6,800
-78
-1% -$15.7K 0.15% 71
2023
Q4 		$1.42M Sell
6,878
-796
-10% -$147K 0.17% 65
2023
Q3 		$1.38M Sell
7,674
-1,336
-15% -$237K 0.18% 62
2023
Q2 		$1.5M Sell
9,010
-337
-4% -$51K 0.2% 60
2023
Q1 		$1.38M Buy
9,347
+627
+7% +$89.7K 0.18% 64
2022
Q4 		$1.18M Sell
8,720
-466
-5% -$66.2K 0.16% 78
2022
Q3 		$1.33M Buy
9,186
+4
+0% +$649 0.19% 72
2022
Q2 		$1.31M Buy
9,182
+130
+1% +$18.9K 0.17% 74
2022
Q1 		$1.41M Buy
9,052
+121
+1% +$18.6K 0.16% 81
2021
Q4 		$1.63M Sell
8,931
-12
-0.1% -$2.11K 0.17% 78
2021
Q3 		$1.49M Buy
8,943
+220
+3% +$37.5K 0.18% 79
2021
Q2 		$1.41M Sell
8,723
-252
-3% -$40.3K 0.18% 79
2021
Q1 		$1.37M Sell
8,975
-154
-2% -$22.7K 0.18% 80
2020
Q4 		$1.4M Sell
9,129
-776
-8% -$113K 0.2% 71
2020
Q3 		$1.31M Sell
9,905
-296
-3% -$39.6K 0.21% 68
2020
Q2 		$1.29M Sell
10,201
-575
-5% -$66.6K 0.23% 63
2020
Q1 		$1.02M Sell
10,776
-775
-7% -$88.4K 0.2% 89
2019
Q4 		$1.43M Buy
+11,551
New +$1.41M 0.25% 64

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 $3.38T AUM 44.17% 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

SNS Financial Group's BR Position: Q2 2026 in Review

SNS Financial Group reduced its Broadridge (BR) stake by 26% in Q2 2026, selling an estimated $228K and leaving 4,296 shares worth $588K. The position accounts for 0.01% of the portfolio, ranked #362.

SNS Financial Group first reported a position in BR in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.63M in Q4 2021. 1,021 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • SNS Financial Group held 4,296 shares of Broadridge worth $588K as of Q2 2026.
  • SNS Financial Group sold 1,508 Broadridge shares in Q2 2026, an estimated $228K.
  • Broadridge made up 0.01% of SNS Financial Group's portfolio in Q2 2026, its #362 holding.
  • SNS Financial Group first reported a position in Broadridge in Q4 2019 and has held it in 27 quarters since.
  • SNS Financial Group's Broadridge position peaked at $1.63M in Q4 2021.
  • 1,021 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on SNS Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.