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Sowell Financial Services’s Broadridge BR Stock Holding History

Sowell Financial Services’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 		$281K Sell
2,054
-116
-5% -$17.5K 0.01% 899
2026
Q1 		$353K Sell
2,170
-264
-11% -$50.2K 0.01% 774
2025
Q4 		$543K Buy
2,434
+94
+4% +$21.4K 0.02% 617
2025
Q3 		$557K Buy
2,340
+28
+1% +$6.97K 0.02% 608
2025
Q2 		$562K Buy
2,312
+132
+6% +$31.4K 0.02% 579
2025
Q1 		$529K Buy
+2,180
New +$513K 0.02% 570
2021
Q2 		– Sell
-4,674
Closed -$771K – 817
2021
Q1 		$771K Sell
4,674
-210
-4% -$31K 0.03% 488
2020
Q4 		$748K Sell
4,884
-75
-2% -$10.9K 0.03% 403
2020
Q3 		$655K Buy
4,959
+397
+9% +$53.1K 0.03% 396
2020
Q2 		$576K Buy
4,562
+616
+16% +$71.3K 0.03% 415
2020
Q1 		$374K Sell
3,946
-707
-15% -$80.7K 0.03% 487
2019
Q4 		$575K Buy
4,653
+180
+4% +$22K 0.04% 410
2019
Q3 		$557K Buy
+4,473
New +$576K 0.05% 383

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

Sowell Financial Services's BR Position: Q2 2026 in Review

Sowell Financial Services reduced its Broadridge (BR) stake by 5.3% in Q2 2026, selling an estimated $17.5K and leaving 2,054 shares worth $281K. The position accounts for 0.01% of the portfolio, ranked #899.

Sowell Financial Services first reported a position in BR in Q3 2019 and has held it in 13 quarters since. The position peaked at $771K in Q1 2021. 1,013 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Sowell Financial Services held 2,054 shares of Broadridge worth $281K as of Q2 2026.
  • Sowell Financial Services sold 116 Broadridge shares in Q2 2026, an estimated $17.5K.
  • Broadridge made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #899 holding.
  • Sowell Financial Services first reported a position in Broadridge in Q3 2019 and has held it in 13 quarters since.
  • Sowell Financial Services's Broadridge position peaked at $771K in Q1 2021.
  • 1,013 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.