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Brighton Jones LLC’s Broadridge BR Stock Holding History

Brighton Jones LLC’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 		$1.33M Buy
+8,195
New +$1.56M 0.03% 376
2025
Q4 		– Sell
-2,384
Closed -$568K – 167
2025
Q3 		$568K Buy
2,384
+58
+2% +$14.4K 0.01% 589
2025
Q2 		$565K Buy
2,326
+35
+2% +$8.32K 0.02% 494
2025
Q1 		$556K Sell
2,291
-274
-11% -$64.5K 0.02% 368
2024
Q4 		$580K Buy
+2,565
New +$575K 0.02% 355
2024
Q3 		– Sell
-2,173
Closed -$428K – 589
2024
Q2 		$428K Buy
2,173
+52
+2% +$10.3K 0.01% 384
2024
Q1 		$435K Buy
2,121
+388
+22% +$78.3K 0.02% 375
2023
Q4 		$357K Buy
1,733
+2
+0.1% +$369 0.02% 403
2023
Q3 		$310K Buy
1,731
+1
+0.1% +$177 0.02% 396
2023
Q2 		$287K Buy
1,730
+49
+3% +$7.42K 0.01% 410
2023
Q1 		$246K Buy
+1,681
New +$241K 0.01% 423

Other funds holding BR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Brighton Jones LLC's BR Position: Q1 2026 in Review

Brighton Jones LLC opened a new position in Broadridge (BR) in Q1 2026: 8,195 shares worth $1.33M. The stake represents 0.03% of the portfolio and ranks #376 among its holdings. This is a return to the name: Brighton Jones LLC previously reported a position in BR as recently as Q3 2025.

Brighton Jones LLC first reported a position in BR in Q1 2023 and has held it in 11 quarters since. 1,059 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • Brighton Jones LLC held 8,195 shares of Broadridge worth $1.33M as of Q1 2026.
  • Broadridge was a new Brighton Jones LLC position in Q1 2026.
  • Broadridge made up 0.03% of Brighton Jones LLC's portfolio in Q1 2026, its #376 holding.
  • Brighton Jones LLC first reported a position in Broadridge in Q1 2023 and has held it in 11 quarters since.
  • 1,059 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Brighton Jones LLC's 13F filing for Q1 2026, filed 28 Apr 2026.