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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 $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

SNS Financial Group's BR Position: Q1 2026 in Review

SNS Financial Group increased its Broadridge (BR) stake by 4.3% in Q1 2026, buying an estimated $45.2K and bringing the position to 5,804 shares worth $949K. The position accounts for 0.08% of the portfolio, ranked #88.

SNS Financial Group first reported a position in BR in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.63M in Q4 2021. 1,055 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • SNS Financial Group held 5,804 shares of Broadridge worth $949K as of Q1 2026.
  • SNS Financial Group bought 238 Broadridge shares in Q1 2026, an estimated $45.2K.
  • Broadridge made up 0.08% of SNS Financial Group's portfolio in Q1 2026, its #88 holding.
  • SNS Financial Group first reported a position in Broadridge in Q4 2019 and has held it in 26 quarters since.
  • SNS Financial Group's Broadridge position peaked at $1.63M in Q4 2021.
  • 1,055 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on SNS Financial Group's 13F filing for Q1 2026, filed 14 Apr 2026.