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Sunburst Financial Group’s Broadridge BR Stock Holding History

Sunburst 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
2026
Q2 		– Sell
-2,388
Closed -$388K – 135
2026
Q1 		$388K Buy
2,388
+514
+27% +$97.6K 0.07% 91
2025
Q4 		$418K Sell
1,874
-58
-3% -$13.2K 0.08% 79
2025
Q3 		$460K Buy
1,932
+220
+13% +$54.8K 0.1% 73
2025
Q2 		$416K Buy
1,712
+358
+26% +$85.1K 0.09% 74
2025
Q1 		$328K Buy
1,354
+343
+34% +$80.7K 0.08% 79
2024
Q4 		$229K Buy
1,011
+46
+5% +$10.3K 0.06% 101
2024
Q3 		$207K Buy
+965
New +$202K 0.05% 109

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

Sunburst Financial Group's BR Position: Q2 2026 in Review

Sunburst Financial Group sold out of Broadridge (BR) in Q2 2026, closing a stake of 2,388 shares — an estimated $388K sold.

Sunburst Financial Group first reported a position in BR in Q3 2024 and held it in 7 quarters. The position peaked at $460K in Q3 2025. 1,019 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Sunburst Financial Group reported no remaining Broadridge position as of Q2 2026 after selling out during the quarter.
  • Sunburst Financial Group sold 2,388 Broadridge shares in Q2 2026, an estimated $388K.
  • Sunburst Financial Group first reported a position in Broadridge in Q3 2024 and held it in 7 quarters.
  • Sunburst Financial Group's Broadridge position peaked at $460K in Q3 2025.
  • 1,019 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Sunburst Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.