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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
2020
Q3 		– Sell
-8,100
Closed -$1.02M – 212
2020
Q2 		$1.02M Buy
+8,100
New +$938K 0.19% 78
2020
Q1 		– Sell
-9,600
Closed -$1.19M – 200
2019
Q4 		$1.19M Buy
+9,600
New +$1.17M 0.21% 78

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.