Summit Trail Advisors’s Broadridge BR Stock Holding History

Summit Trail 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
2025 Q2	$224K	Sell
2025 Q1	$253K	Buy
2018 Q3	–	Sell
2018 Q2	$135K	Buy
2018 Q1	–	Sell
2017 Q4	$1K	Buy