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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
Q2 		$673K Sell
4,914
-3,281
-40% -$496K 0.01% 669
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
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 $3.38T AUM 44.17% 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

Brighton Jones LLC's BR Position: Q2 2026 in Review

Brighton Jones LLC reduced its Broadridge (BR) stake by 40% in Q2 2026, selling an estimated $496K and leaving 4,914 shares worth $673K. The position accounts for 0.01% of the portfolio, ranked #669.

Brighton Jones LLC first reported a position in BR in Q1 2023 and has held it in 12 quarters since. The position peaked at $1.33M in Q1 2026. 1,021 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Brighton Jones LLC held 4,914 shares of Broadridge worth $673K as of Q2 2026.
  • Brighton Jones LLC sold 3,281 Broadridge shares in Q2 2026, an estimated $496K.
  • Broadridge made up 0.01% of Brighton Jones LLC's portfolio in Q2 2026, its #669 holding.
  • Brighton Jones LLC first reported a position in Broadridge in Q1 2023 and has held it in 12 quarters since.
  • Brighton Jones LLC's Broadridge position peaked at $1.33M in Q1 2026.
  • 1,021 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Brighton Jones LLC's 13F filing for Q2 2026, filed 11 Aug 2026.