E. Ohman J:or Asset Management’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $746K | Hold |
5,450
| – | – | 0.02% | 349 |
|
|
2026
Q1 | $886K | Hold |
5,450
| – | – | 0.02% | 299 |
|
|
2025
Q4 | $1.22M | Hold |
5,450
| – | – | 0.03% | 267 |
|
|
2025
Q3 | $1.3M | Hold |
5,450
| – | – | 0.03% | 238 |
|
|
2025
Q2 | $1.32M | Hold |
5,450
| – | – | 0.03% | 227 |
|
|
2025
Q1 | $1.32M | Hold |
5,450
| – | – | 0.04% | 230 |
|
|
2024
Q4 | $1.23M | Buy |
5,450
+350
| +7% | +$78.4K | 0.03% | 252 |
|
|
2024
Q3 | $1.1M | Hold |
5,100
| – | – | 0.03% | 245 |
|
|
2024
Q2 | $1M | Hold |
5,100
| – | – | 0.02% | 254 |
|
|
2024
Q1 | $1.04M | Buy |
5,100
+600
| +13% | +$121K | 0.03% | 246 |
|
|
2023
Q4 | $926K | Sell |
4,500
-1,100
| -20% | -$203K | 0.03% | 238 |
|
|
2023
Q3 | $1M | Buy |
5,600
+500
| +10% | +$88.6K | 0.04% | 242 |
|
|
2023
Q2 | $845K | Hold |
5,100
| – | – | 0.03% | 276 |
|
|
2023
Q1 | $748K | Hold |
5,100
| – | – | 0.03% | 287 |
|
|
2022
Q4 | $684K | Buy |
5,100
+3,000
| +143% | +$426K | 0.03% | 294 |
|
|
2022
Q3 | $303K | Hold |
2,100
| – | – | 0.01% | 391 |
|
|
2022
Q2 | $299K | Hold |
2,100
| – | – | 0.01% | 397 |
|
|
2022
Q1 | $327K | Buy |
+2,100
| New | +$322K | 0.01% | 413 |
|
|
2021
Q4 | – | Sell |
-5,200
| Closed | -$867K | – | 442 |
|
|
2021
Q3 | $867K | Sell |
5,200
-800
| -13% | -$136K | 0.03% | 316 |
|
|
2021
Q2 | $969K | Buy |
6,000
+1,200
| +25% | +$192K | 0.03% | 294 |
|
|
2021
Q1 | $735K | Buy |
4,800
+2,100
| +78% | +$310K | 0.03% | 312 |
|
|
2020
Q4 | $414K | Hold |
2,700
| – | – | 0.02% | 346 |
|
|
2020
Q3 | $356K | Sell |
2,700
-2,300
| -46% | -$307K | 0.02% | 331 |
|
|
2020
Q2 | $631K | Buy |
5,000
+2,300
| +85% | +$266K | 0.04% | 222 |
|
|
2020
Q1 | $256K | Hold |
2,700
| – | – | 0.02% | 323 |
|
|
2019
Q4 | $334K | Hold |
2,700
| – | – | 0.02% | 367 |
|
|
2019
Q3 | $336K | Hold |
2,700
| – | – | 0.02% | 302 |
|
|
2019
Q2 | $345K | Sell |
2,700
-900
| -25% | -$108K | 0.02% | 293 |
|
|
2019
Q1 | $373K | Hold |
3,600
| – | – | 0.03% | 282 |
|
|
2018
Q4 | $347K | Hold |
3,600
| – | – | 0.03% | 290 |
|
|
2018
Q3 | $475K | Hold |
3,600
| – | – | 0.03% | 261 |
|
|
2018
Q2 | $414K | Buy |
3,600
+1,400
| +64% | +$158K | 0.03% | 281 |
|
|
2018
Q1 | $241K | Sell |
2,200
-1,900
| -46% | -$189K | 0.02% | 421 |
|
|
2017
Q4 | $371K | Hold |
4,100
| – | – | 0.03% | 334 |
|
|
2017
Q3 | $331K | Buy |
4,100
+200
| +5% | +$15.4K | 0.03% | 329 |
|
|
2017
Q2 | $295K | Hold |
3,900
| – | – | 0.03% | 351 |
|
|
2017
Q1 | $265K | Buy |
3,900
+1,600
| +70% | +$108K | 0.03% | 360 |
|
|
2016
Q4 | $152K | Hold |
2,300
| – | – | 0.02% | 471 |
|
|
2016
Q3 | $156K | Hold |
2,300
| – | – | 0.02% | 432 |
|
|
2016
Q2 | $150K | Buy |
+2,300
| New | +$142K | 0.02% | 412 |
|
Other funds holding BR
CIM
JIM
E. Ohman J:or Asset Management's BR Position: Q2 2026 in Review
E. Ohman J:or Asset Management held its Broadridge (BR) position steady in Q2 2026 at 5,450 shares worth $746K. The position accounts for 0.02% of the portfolio, ranked #349.
E. Ohman J:or Asset Management first reported a position in BR in Q2 2016 and has held it in 40 quarters since. The position peaked at $1.32M in Q2 2025. 579 funds tracked by Wall St. Rank hold BR as of Q2 2026.
- E. Ohman J:or Asset Management held 5,450 shares of Broadridge worth $746K as of Q2 2026.
- E. Ohman J:or Asset Management left its Broadridge share count unchanged in Q2 2026.
- Broadridge made up 0.02% of E. Ohman J:or Asset Management's portfolio in Q2 2026, its #349 holding.
- E. Ohman J:or Asset Management first reported a position in Broadridge in Q2 2016 and has held it in 40 quarters since.
- E. Ohman J:or Asset Management's Broadridge position peaked at $1.32M in Q2 2025.
- 579 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.
Based on E. Ohman J:or Asset Management's 13F filing for Q2 2026, filed 10 Jul 2026.