SRN Advisors, LLC BR — BROADRIDGE FINL SOLUTIONS IN

Ownership history in SRN Advisors, LLC  ·  6 quarters on record

AI Ownership Summary

SRN Advisors, LLC reported BROADRIDGE FINL SOLUTIONS IN (BR) in 6 quarterly 13F filings from 2024 Q1 through 2025 Q2. Peak portfolio weight reached 1.95% in 2024 Q2. The latest visible filing shows BR at 0.78% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SRN Advisors, LLC's position in BROADRIDGE FINL SOLUTIONS IN, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q2

BR was reported at 0.78% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.95% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BR stock page SRN Advisors, LLC fund profile SRN Advisors, LLC full holdings
How SRN Advisors, LLC held BR — position size vs. price
% of Fund (quarterly)    BR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q2 ADDED — — — 3,538 +208 +6.2% 0.78% $860K 2025-08-14 (Est.) $255.73
2025 Q1 REDUCED — — — 3,330 -104 -3.0% 0.91% $807K 2025-05-15 $236.21
2024 Q4 REDUCED 11.2% +7.7% ❌ 3,434 -432 -11.2% 0.69% $776K 2025-02-05 $235.06
2024 Q3 REDUCED 67.6% +5.3% ❌ 3,866 -8,058 -67.6% 0.74% $831K 2024-10-24 $211.43
2024 Q2 REDUCED 34.0% +9.6% ❌ 11,924 -6,154 -34.0% 1.95% $2.3M 2024-08-29 $206.02
2024 Q1 INITIATED — — — 18,078 — — 1.35% $2.7M 2024-06-14 $189.53

🏢 Other funds also holding BR

As of 2026 Q1 — sorted by position size

Navera Investment Management Ltd. 3Y 4.33% Crown Oak Advisors, LLC 3.13% JENSEN INVESTMENT MANAGEMENT INC 3Y 7Y 2.74% Strong Retirement Solutions LLC 1.91% Bath Savings Trust Co 3Y 7Y 1.86% SCHWARTZ INVESTMENT COUNSEL INC 3Y 7Y 1.82% Running Oak Capital LLC 3Y 1.69% McCollum Christoferson Group LLC 3Y 7Y 1.68% Hendershot Investments Inc. 3Y 7Y 1.58% WENDELL DAVID ASSOCIATES INC 3Y 7Y 1.54%

FAQ About SRN Advisors, LLC and BR

These are the practical questions this page is built to answer before you even open the full history table.

How long has SRN Advisors, LLC reported owning BR?

SRN Advisors, LLC reported BR across 6 quarterly 13F filings, from 2024 Q1 through 2025 Q2.

What was the largest reported BR position in SRN Advisors, LLC's portfolio?

The largest reported portfolio weight for BR was 1.95% in 2024 Q2.

What is the latest reported BR position on this page?

The most recent filing on this page is 2025 Q2, when SRN Advisors, LLC reported 3,538 shares, equal to 0.78% of portfolio, with an estimated market value of $860K.

What does the chart on this BR ownership page compare?

The chart compares SRN Advisors, LLC's quarterly BR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did SRN Advisors, LLC time their BR position?

Based on 13F filing dates vs. subsequent BR price moves, SRN Advisors, LLC correctly timed 1 out of 5 reported position changes (20%). The annualised alpha on BR relative to SPY over the holding period was +10.0%.

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