Sunbelt Securities’s Broadridge BR Stock Holding History

Sunbelt Securities’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 Q1	$14.9K	Hold	91	–	–	﹤0.01%	1381
2025 Q4	$20.3K	Hold	91	–	–	﹤0.01%	1246
2025 Q3	$21.6K	Buy	91 +9	+11%	+$2.24K	﹤0.01%	1236
2025 Q2	$18.6K	Sell	82 -17	-17%	-$4.04K	﹤0.01%	1183
2025 Q1	$24.1K	Buy	99 +17	+21%	+$4K	﹤0.01%	1079
2024 Q4	$18.5K	Hold	82	–	–	﹤0.01%	1184
2024 Q3	$17.6K	Hold	82	–	–	﹤0.01%	1196
2024 Q2	$16.1K	Sell	82 -8	-9%	-$1.59K	﹤0.01%	1166
2024 Q1	$18.5K	Hold	90	–	–	﹤0.01%	1108
2023 Q4	$18.5K	Sell	90 -37	-29%	-$6.83K	﹤0.01%	1046
2023 Q3	$22.7K	Buy	127 +19	+18%	+$3.37K	﹤0.01%	984
2023 Q2	$17.9K	Hold	108	–	–	﹤0.01%	1048
2023 Q1	$15.7K	Buy	+108	New	+$15.5K	﹤0.01%	1013
2018 Q3	–	Sell	-2,698	Closed	-$310K	–	223
2018 Q2	$310K	Buy	+2,698	New	+$304K	0.19%	156

Other funds holding BR

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sunbelt Securities's BR Position: Q1 2026 in Review

Sunbelt Securities held its Broadridge (BR) position steady in Q1 2026 at 91 shares worth $14.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1381.

Sunbelt Securities first reported a position in BR in Q2 2018 and has held it in 14 quarters since. The position peaked at $310K in Q2 2018. 1,054 funds tracked by Wall St. Rank hold BR as of Q1 2026.

Sunbelt Securities held 91 shares of Broadridge worth $14.9K as of Q1 2026.
Sunbelt Securities left its Broadridge share count unchanged in Q1 2026.
Broadridge made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1381 holding.
Sunbelt Securities first reported a position in Broadridge in Q2 2018 and has held it in 14 quarters since.
Sunbelt Securities's Broadridge position peaked at $310K in Q2 2018.
1,054 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.