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DHJJ Financial Advisors’s Broadridge BR Stock Holding History

DHJJ Financial Advisors’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 		$77.7K Hold
478
– – 0.03% 319
2025
Q4 		$107K Hold
478
– – 0.04% 265
2025
Q3 		$114K Hold
478
– – 0.04% 239
2025
Q2 		$116K Hold
478
– – 0.04% 228
2025
Q1 		$116K Sell
478
-14
-3% -$3.29K 0.05% 207
2024
Q4 		$111K Hold
492
– – 0.04% 211
2024
Q3 		$106K Hold
492
– – 0.04% 213
2024
Q2 		$96.9K Hold
492
– – 0.04% 205
2024
Q1 		$101K Sell
492
-1
-0.2% -$202 0.04% 196
2023
Q4 		$101K Sell
493
-8
-2% -$1.48K 0.05% 192
2023
Q3 		$89.7K Buy
+501
New +$88.7K 0.05% 197

Other funds holding BR

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

DHJJ Financial Advisors's BR Position: Q1 2026 in Review

DHJJ Financial Advisors held its Broadridge (BR) position steady in Q1 2026 at 478 shares worth $77.7K. The position accounts for 0.03% of the portfolio, ranked #319.

DHJJ Financial Advisors first reported a position in BR in Q3 2023 and has held it in 11 quarters since. The position peaked at $116K in Q2 2025. 1,054 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • DHJJ Financial Advisors held 478 shares of Broadridge worth $77.7K as of Q1 2026.
  • DHJJ Financial Advisors left its Broadridge share count unchanged in Q1 2026.
  • Broadridge made up 0.03% of DHJJ Financial Advisors's portfolio in Q1 2026, its #319 holding.
  • DHJJ Financial Advisors first reported a position in Broadridge in Q3 2023 and has held it in 11 quarters since.
  • DHJJ Financial Advisors's Broadridge position peaked at $116K in Q2 2025.
  • 1,054 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.